At a Glance
- Tasks: Ensure quality and compliance in financial services while supporting advisers and operational teams.
- Company: Join a dynamic team focused on maintaining high standards in client protection.
- Benefits: Enjoy hybrid working, performance bonuses, 28 days' holiday, and private medical insurance.
- Other info: Collaborative culture with opportunities for professional growth and regular social events.
- Why this job: Make a real impact by ensuring quality and compliance in a fast-paced environment.
- Qualifications: Experience in financial services or quality assurance with strong attention to detail.
The predicted salary is between 30000 - 40000 € per year.
We're looking for a detail-driven Quality Assurance Specialist to join our growing team and play a key role in maintaining the highest standards of adviser quality, compliance, and client protection across the business. This is an excellent opportunity for someone with experience in financial services compliance or quality assurance who enjoys working in a fast-paced environment and takes pride in accuracy, organisation, and doing things the right way.
Opportunity
Working within our Adviser Quality Assurance team, you'll support the review and oversight of adviser activity, ensuring documentation, case processing, and client recommendations meet internal standards and regulatory requirements. You'll work closely with advisers and operational teams, helping to identify risks, improve quality, and ensure cases progress smoothly through the pipeline.
Key Responsibilities
- Review adviser documentation, suitability reports, and case submissions to ensure quality and compliance standards are met
- Validate adviser licences and regulatory records
- Support case triage and oversight through Salesforce and workflow systems
- Produce and review Life Insurance, Protection, and Long-Term Care quotations
- Identify discrepancies, missing information, or potential compliance risks
- Maintain strong awareness of financial products, regulatory requirements, and internal processes
- Work collaboratively with advisers and internal stakeholders to support operational excellence
Requirements
- Highly organised with exceptional attention to detail
- Experienced within financial services, compliance, paraplanning, or quality assurance
- Confident working with technical financial products and documentation
- Comfortable managing multiple priorities in a busy environment
- Proactive, collaborative, and solutions-focused
- Passionate about maintaining high standards and protecting client outcomes
Experience with Salesforce, workflow management systems, and financial products including investments, pensions, protection, and retirement planning would be highly advantageous.
Benefits
- Hybrid working: 3 days in the office, 2 days wherever you work best (after passing probation)
- Performance bonus + Company-wide bonus (when Eight hits targets)
- 28 days' holiday + bank holidays + your birthday off
- Private medical insurance & life assurance (4x salary)
- Wellbeing support: EAP, mental health helpline, cycle-to-work scheme
- Free mortgage and pension advice from our in-house experts
- Volunteering time: 8 paid hours annually via The Eight Foundation
- Regular socials & epic events
Quality Assurance Specialist employer: Eight Financial Advice
Join a dynamic and supportive team as a Quality Assurance Specialist, where your meticulous attention to detail will help uphold the highest standards of adviser quality and client protection. With a hybrid working model, generous benefits including performance bonuses, private medical insurance, and opportunities for personal growth, you'll thrive in an environment that values collaboration and excellence. Located in a vibrant area, our company fosters a culture of wellbeing and community engagement, making it an exceptional place to build your career.
StudySmarter Expert Advice🤫
We think this is how you could land Quality Assurance Specialist
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those in quality assurance roles. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of compliance standards and financial products. We want you to feel confident discussing how you can maintain high-quality standards and protect client outcomes.
✨Tip Number 3
Showcase your attention to detail during interviews. Bring examples of how you've identified discrepancies or improved processes in past roles. This will demonstrate your proactive approach and solutions-focused mindset.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are genuinely interested in joining our team.
We think you need these skills to ace Quality Assurance Specialist
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Quality Assurance Specialist role. Highlight your experience in financial services compliance and quality assurance, and don’t forget to showcase your attention to detail and organisational skills!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about maintaining high standards and how your proactive approach can benefit our Adviser Quality Assurance team. Keep it concise but impactful!
Showcase Relevant Experience:When filling out your application, be sure to highlight any experience with Salesforce or workflow management systems. Mention specific examples of how you've managed multiple priorities in a busy environment to demonstrate your fit for the role.
Apply Through Our Website:We encourage you to apply through our website for the best chance of success! It’s the easiest way for us to keep track of your application and ensures you’re considered for this exciting opportunity.
How to prepare for a job interview at Eight Financial Advice
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services compliance and quality assurance. Familiarise yourself with the key responsibilities listed in the job description, especially around adviser documentation and regulatory requirements. This will show that you're not just interested in the role but also understand what it entails.
✨Showcase Your Attention to Detail
As a Quality Assurance Specialist, attention to detail is crucial. Prepare examples from your past experience where your meticulous nature helped identify discrepancies or improve processes. Be ready to discuss how you ensure accuracy in your work, as this will resonate well with the interviewers.
✨Be Proactive and Solutions-Focused
During the interview, highlight instances where you've taken initiative to solve problems or improve quality. Companies love candidates who can think on their feet and come up with solutions. Share specific examples of how you've collaborated with teams to enhance operational excellence.
✨Familiarise Yourself with Tools
If you have experience with Salesforce or other workflow management systems, make sure to mention it. If not, do a bit of research to understand how these tools work. Being able to discuss how you would use these systems in your role will demonstrate your readiness to hit the ground running.
