At a Glance
- Tasks: Ensure quality and compliance in financial services while coaching and supporting advisors.
- Company: Join MoneyPlus, a team dedicated to simplifying lives through financial advice.
- Benefits: Enjoy 25 days holiday, discounts, wellness support, and professional training opportunities.
- Why this job: Make a real difference by helping customers achieve their financial goals.
- Qualifications: Experience in quality assurance or compliance, with strong attention to detail.
- Other info: Be part of a supportive culture that values teamwork and personal development.
The predicted salary is between 36000 - 60000 £ per year.
Who are we? We're MoneyPlus. Life isn't always simple, that's why we do what we do. Our services help to make life less complicated – and expensive. We offer advice and financial services that help our customers overcome their troubles with debt once and for all. We're people who take care of people. We'll be there to help with things that can easily be forgotten about, answer any complicated questions and help our customers to plan for their future and reach their financial goals. Tough problems and challenges are no match for us. We're a team of quick thinkers and relentless doers, with lots of ideas and plenty of passion to help improve the lives of others. If you share our passion for improving the lives of others through simple, affordable, jargon-free services, then you may have what it takes to join our team.
Why do we need you? The Performance & Development Leader is responsible for leading, developing, and inspiring a team of around 10 advisors in a fast-paced and growing financial services environment. This role is accountable for achieving strong team results through robust performance management, clear goal setting, coaching, and building a culture where people feel motivated and supported to deliver their best work. The leader will also play a key role in managing operational budgets, workforce planning, and recruitment, ensuring resources are aligned to business needs. They will foster clear communication, engage stakeholders effectively, and use problem-solving and critical thinking skills to remove barriers to performance. As MoneyPlus continues its transformation journey, this role will provide the leadership needed to guide the team through change while safeguarding customer outcomes and regulatory standards.
What's in it for you? We believe our people truly are our greatest asset, that's why we make sure our MoneyPlus People have the best experience, right from our first interaction all the way through their career with us. There are many reasons to join the MoneyPlus team:
- Family Friendly – Having a healthy work-life balance is important to us. We offer a minimum of 25 days holiday allowance per year.
- Discounts – Join our team and you'll have access to Perkbox, which has tons of deals for you to choose from, as well as free healthy breakfast in our on-site café, tea and coffee, and fresh fruit.
- Social – We value the relationships our employees have with one another, encouraging them to come together.
- Doing our bit – We show support in every way we can to our clients, people, and company charity. We have regular fundraising activity, organised by our very own Social and Fundraising Committee.
- Wellbeing – We provide a free cashback healthcare plan, as well as discounted gym and fitness deals. We also have a cycle to work scheme to encourage our people to make healthy life changes and an on-site free to access Wellbeing Counsellor to support mindset and mental health counselling.
- Training – We want our people to be the best. We care about your development, which is why we provide professional training opportunities, so that you can be the best possible you.
What do we need you to do? Key Responsibilities:
- Review advisor calls, case notes, and documents to check compliance, accuracy, and customer outcomes, making sure they reflect FCA standards.
- Give clear, constructive feedback and coaching to help advisors improve quality, consistency, and customer focus.
- Monitor adherence to Standard Operating Procedures (SOPs) and quality standards.
- Spot trends or recurring issues and escalate any risks, breaches, or training needs to the second-line QA and Compliance teams.
- Test and monitor customer outcomes to make sure all customers — including those in vulnerable situations — receive fair, clear, and supportive service in line with Consumer Duty.
- Share QA insights to help improve processes, customer communications, and product or service design, turning lessons learned into better customer experiences and outcomes.
- Take part in calibration sessions to keep QA standards consistent across Operations and Compliance.
- Keep accurate QA records, including feedback, actions, and progress tracking, to evidence quality assurance activity.
- Provide useful insights and recommendations to Operations leadership to support performance and customer outcome improvements.
- Act as a first-line subject matter expert for quality, compliance within the operational teams. Detect non-conformities or deviations in real time and immediately escalate to supervisors.
- Quarantine or stop processes when quality or safety risks are identified.
- Support root-cause investigations for quality issues.
Shared Responsibilities:
- Maintain clear, traceable documentation for audits and compliance. Assist colleagues with interpretation of SOPs and quality requirements.
- Participate in process reviews, corrective and preventive action (CAPA) activities.
- Recommend improvements to reduce waste, defects, or process variability.
- Share best practice and promote a strong, customer-centric quality culture within Operations.
What skills and experience do we need you to have?
Essential
- Proven experience in a quality assurance, coaching, or compliance-related role within a regulated or customer-focused environment.
- Strong knowledge of FCA regulations, including Treating Customers Fairly (TCF) and the Consumer Duty, with the ability to apply these principles in day-to-day operations.
- Strong attention to detail and accuracy.
- Problem-solving and critical-thinking ability.
- Team-oriented with the ability to work independently on the production floor.
- Excellent attention to detail and analytical skills to identify trends, risks, and development opportunities.
- Strong communication skills with confidence to engage colleagues across all levels.
Desirable
- Knowledge of debt advice, debt management, or related financial services.
- Experience working within an FCA-regulated organisation.
- Familiarity with QA frameworks, calibration processes, or CRM/call recording systems.
Quality Assurance (First Line) Specialist in Warrington employer: MoneyPlus
Contact Detail:
MoneyPlus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Quality Assurance (First Line) Specialist in Warrington
✨Tip Number 1
Get to know MoneyPlus! Research our values and services so you can show how your passion for helping others aligns with our mission. This will help you stand out during interviews.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral!
✨Tip Number 3
Prepare for the interview by practising common questions related to quality assurance and compliance. Use the STAR method to structure your answers, showcasing your problem-solving skills and attention to detail.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining the MoneyPlus team.
We think you need these skills to ace Quality Assurance (First Line) Specialist in Warrington
Some tips for your application 🫡
Show Your Passion: When you're writing your application, let your passion for helping others shine through. We love candidates who share our commitment to making life simpler and more affordable for everyone.
Tailor Your CV: Make sure your CV is tailored to the role of Quality Assurance Specialist. Highlight your experience in quality assurance, coaching, or compliance, and don’t forget to mention any relevant FCA knowledge!
Be Clear and Concise: Keep your application clear and to the point. Use straightforward language and avoid jargon – we appreciate simplicity just as much as you do. Remember, clarity is key!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, you can learn more about our culture while you’re there!
How to prepare for a job interview at MoneyPlus
✨Know Your FCA Regulations
Make sure you brush up on your knowledge of FCA regulations, especially Treating Customers Fairly (TCF) and the Consumer Duty. Being able to discuss how these principles apply in a practical sense will show that you understand the importance of compliance in a customer-focused environment.
✨Showcase Your Coaching Skills
Since the role involves giving feedback and coaching advisors, prepare examples from your past experiences where you've successfully helped someone improve their performance. Highlight your approach to constructive criticism and how it led to positive outcomes.
✨Demonstrate Problem-Solving Abilities
Be ready to discuss specific instances where you've identified trends or issues and how you tackled them. MoneyPlus values quick thinkers, so showcasing your critical thinking skills will definitely set you apart.
✨Engage with the Company Culture
Familiarise yourself with MoneyPlus's mission and values. During the interview, express your passion for helping others and how you align with their goal of making life less complicated for customers. This will show that you're not just looking for a job, but a place where you can contribute meaningfully.