At a Glance
- Tasks: Conduct quality assurance assessments and provide constructive feedback to enhance customer service.
- Company: Join a leading UK life and pensions mutual insurer with a proud history.
- Benefits: Enjoy 26 days holiday, competitive salary, and a supportive work environment.
- Other info: Flexible working options available; we celebrate individuality and inclusivity.
- Why this job: Make a real impact in financial services while developing your skills.
- Qualifications: Experience in financial services and understanding of FCA regulations required.
The predicted salary is between 19800 - 24200 £ per year.
About The Role
We have a fantastic opportunity for an organised, forward-thinking individual to join us as a Quality Assurance Officer in our Retirement Advice department.
This is a permanent role, offered on a part-time basis of
21 hours per week.
As a leading UK life and pensions mutual insurer with a proud history dating back to 1843, we exist to help people live financially confident lives – protecting their income while they work and maximising it when they stop.
Today, over one million members and customers trust us to look after their futures, families and finances.
Joining us means becoming part of a team that puts our members, customers and advisers at the heart of everything we do.
We’re committed to creating an inclusive culture where colleagues can thrive.
We are proud to have built a workplace where our colleagues feel welcomed, respected, supported and valued – reflected in our recognition as one of the Financial Times UK’s Best Employers in 2025 and 2026.
We celebrate individuality and believe our differences make us stronger, so bring your true self and help shape the future of LV=.
Within this key role, you’ll provide independent quality assurance of regulated advice and non-advisory sales processes by assessing whether regulatory obligations have been met and that good customer outcomes have been achieved.
- Key Accountabilities
- Delivering quality assurance assessments for advised and non-advised sales activity to contribute to the overall delivery of the business plan, through methods including call reviews, desk-based assessments of documentation and customer feedback.
- Providing valuable feedback to support the ongoing competence of LV= advisers.
- Proactively identifying any common themes, producing conclusions and proposing appropriate solutions to the Training & Competence Manager.
- Developing a robust understanding of complex advice processes and risks being managed within the business.
- Contributing ideas and initiatives to support the development and maintenance of effective and efficient quality assessing methodology.
- Providing clear, timely and constructive feedback on assessments, ensuring that feedback is always factual and fair.
- Ensuring accurate and robust record keeping of file assessment results to support MI reporting.
- Consistently meeting required standards defined by the LV= Risk Management function and external regulatory bodies.
- Driving continuous professional development to maintain competence and uphold appropriate records, aligning to behaviours and diligence expected from LV= advisers.
- Continually developing skills and knowledge of financial services to ensure that the changing needs of retail customers are met.
- Sharing your experiences and providing coaching to other members of the team.
- Attending feedback and working forums with representatives and presenting feedback on cases reviewed.
About You
- Our ideal candidate will…
- Have a background of working within financial services, with an understanding of FCA regulations.
- Be experienced in accurately completing effective quality assessments of At Retirement and investment advice, and delivering feedback in a clear, constructive manner.
- Possess knowledge of the At Retirement and investment marketplaces across a range of products.
- Understand the importance of excellent customer service and advice principles and practices and ensure these are always implemented.
- Be analytical, with the ability to interpret, prepare and provide key data accurately.
- Be an excellent team player, with a focus on delivering both individual and team goals.
- Build and maintain strong working relationships with colleagues and stakeholders, ensuring stakeholder management is a priority and being able to clearly communicate effectively with a range of people at varying levels.
- Competently make decisions, be able to apply good judgement and utilise influential and negotiation skills.
- Be numerate and demonstrate good IT skills, with the ability to use programmes such as MS Office.
- Hold or be working towards an RO4, Diploma in Financial Planning or Regulated Financial Planning.
- Understand the MCOB sourcebook (mortgages and home finance) and have experience in mortgage administration and advice (desirable but not essential).
- Hold an ER1 (chartered institute equity release), CF6 and CF8 qualification or equivalent (desirable but not essential).
- Rewards & Benefits
At LV= Life and Pensions, you’ll go above and beyond to do the right thing for our customers and we’ll reward you with an attractive, competitive salary and benefits package in exchange for your hard work, including:
- 26 days' holiday – which increases after two years’ service to 28 days (adjusted for your shorter contracts)
- The opportunity to buy or sell up to five days’ holiday
- An annual bonus scheme based on company and personal performance
- Cycle to work scheme
- A competitive pension for which LV= Life and Pensions will double match the amount you pay, up to 14% - subject to National Minimum Wage requirements
- Up to 20% discount on our life products for you and your immediate family
- Free parking is available on-site, offered on a first come first served basis
- Free tea and coffee-making facilities are also available in the office, including dairy and dairy-free milk
- Access to on-site Mental Health first aiders and our free, 24-hour employee EAP helpline.
Please note all salary sacrifice benefits are subject to National Minimum Wage requirements i. e. you are unable to select any benefits that would reduce your base pay below the minimum wage threshold.
About Us
We’re proud of our inclusive culture at LV= and, as an equal-opportunity employer, we continually work to remove unconscious bias from our recruitment process.
We value our colleagues for what they bring to our team regardless of any protected status or characteristics they may have.
Talk to us about flexible working as part of your application; if it’s right for you, our members and customers, and our business, then we’ll do everything we can to make it happen.
Please note that we are unable to offer Skilled Worker Visa Sponsorship for this role.
Therefore, you must ensure that you are eligible to work in the UK without our sponsorship in order for your application to be considered.
Go on, bring your true self to LV=.
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Quality Assurance Officer (Part-Time) employer: LV=
At LV=, we pride ourselves on being an excellent employer, offering a supportive work culture that values collaboration and innovation. Our Bournemouth location provides a vibrant environment with opportunities for professional growth, complemented by generous benefits such as 30 days’ holiday and a competitive pension scheme, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Quality Assurance Officer (Part-Time)
✨Connect with Campus Reps
If you're looking for part-time work in banking, try to connect with your university's career services and campus representatives from banks. They often host recruitment events or provide exclusive job listings, which can give you a leg up in the application process.
✨Get Involved in Financial Societies
Join finance or investment clubs at your university. These societies not only provide fantastic networking opportunities but also often collaborate with financial institutions for internships or part-time roles, making it easier for us to land those positions.
✨Use LinkedIn for Hidden Gems
Keep an eye on LinkedIn for part-time opportunities at banks, specifically targeting roles like customer service or administrative support. Companies like LV= often post openings there first, so be on the lookout and don’t forget to engage with their content!
✨Showcase Your Skills Directly
When applying for a part-time role, consider creating a simple portfolio that highlights your finance-related skills or projects. Whether it's a personal finance blog, a financial analysis you've done, or any relevant coursework, having this ready can impress hiring managers at LV=.
We think you need these skills to ace Quality Assurance Officer (Part-Time)
Some tips for your application 🫡
Show Off Your Numbers Game:In the banking and financial services world, it's all about numbers. Highlight any relevant coursework, grades, or certifications, like AAT or CFA, on your CV. If you can point to specific projects or tasks where you managed finances or analysed data, that's a big plus!
Tailor Your Cover Letter to Us:When writing your cover letter, don’t just reiterate your CV. Tell us why you want to work at LV= and how this part-time role fits into your career goals. Map your skills and experiences directly to the job spec, and don’t forget to weave in any technical skills you have, like experience with financial software!
Marry Experience with Availability:Since this is part-time, it’s super important to state your availability clearly in your application. Highlight any previous work experience, even if it's not directly in finance, that shows your reliability and ability to juggle various commitments. Flexibility can be a real asset!
Keep It Professional Yet Personal:While you want to keep a professional tone, don’t be afraid to inject a bit of your personality into your application. Especially for a part-time role, we’re looking for someone who's not just skilled but also a good fit for the team at LV=. A little light-heartedness can go a long way!
How to prepare for a job interview at LV=
✨Brush Up on Your Numbers
For a role in banking and financial services, you’ll likely encounter numerical tests that gauge your analytical skills. So, let’s whip out those maths skills! Practise mental arithmetic and get comfy with basic financial concepts; this'll really help you shine during the assessment stages.
✨Know Your Financial Products
Knowing your stuff about the various financial products and services is crucial. Be prepared to discuss topics like loans, mortgages, investment funds, and credit options. Having a finger on the pulse of current market trends and economic events can also give you an edge—the interviewers will appreciate your insight!
✨Flexibility and Commitment are Key
Since you're aiming for a part-time position, emphasise your flexibility and willingness to commit your time effectively. Highlight your ability to balance studies or other commitments while delivering results at work. This kind of attitude can set you apart from the competition.
✨Showcase Your Portfolio of Experience
Even though it’s a part-time role, companies want to see your motivation and past experience. Bring examples of relevant projects or roles, including internships or coursework that demonstrate your understanding and passion for banking and finance. The more tangible your examples, the more convincing you’ll be!
