At a Glance
- Tasks: Review and enhance financial advice files, ensuring high standards and suitability.
- Company: Award-winning financial planning firm with a supportive culture.
- Benefits: Competitive salary, fully remote work, generous holiday, and comprehensive health cover.
- Other info: Opportunities for professional development and strong team collaboration.
- Why this job: Join a dynamic team and make a real impact on client outcomes.
- Qualifications: Experience in reviewing pension and investment advice files is essential.
The predicted salary is between 45000 - 50000 £ per year.
If you are an experienced file checker or paraplanner looking for a Business Quality Officer job that offers genuine autonomy and the flexibility of working from home, this opportunity could be a brilliant next step. This respected national financial planning firm is seeking a detail focused professional to join their growing quality function and play a key role in ensuring consistently high standards of advice across pensions and investments.
In this role, you will review advice files prior to submission, assessing suitability, identifying risks and confirming whether cases can be signed off within internal guidelines. Where improvements are needed, you will provide clear, constructive feedback to advisers and paraplanners to help enhance the quality of recommendations and client outcomes. You will also consider the full context of each case, using your technical knowledge to spot gaps or inconsistencies that may impact suitability. You will work closely with internal teams including technical, training and paraplanning, developing strong relationships and expanding your knowledge base. The firm also offers access to structured development, a supportive environment and opportunities to broaden your expertise over time.
Business Quality Officer Requirements
- Essential
- Experience reviewing pension and investment advice files
- R02 and R04
- Strong understanding of suitability requirements
- Level 4 Diploma or close to completing
- Prior paraplanning or compliance experience
The Company
A national and multi award winning financial planning business known for its supportive culture and focus on high quality advice. The environment encourages collaboration, learning and long term career development.
Business Quality Officer Benefits
- Salary £45,000 to £50,000 depending on qualifications and experience
- Fully remote role with one visit to Farnborough per quarter
- Life assurance, income protection, critical illness and private medical cover
- Pension scheme with 6 per cent employer and 3 per cent employee contributions
- 25 days holiday plus bank holidays
Location
Remote based with quarterly visits to their office in Farnborough. Candidates across the UK are encouraged to apply.
Business Quality Officer in Farnborough employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Quality Officer in Farnborough
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry and let them know you're on the lookout for a Business Quality Officer role. You never know who might have the inside scoop on an opportunity or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge around pensions and investments. Be ready to discuss how you've previously assessed suitability and provided feedback. Show them you’re not just detail-focused, but also passionate about enhancing client outcomes!
✨Tip Number 3
Don’t forget to showcase your soft skills! Building strong relationships with internal teams is key in this role. Share examples of how you've collaborated with others in the past to improve quality and drive results.
✨Tip Number 4
Apply through our website for the best chance at landing that job! We love seeing candidates who take the initiative to connect directly with us. Plus, it shows you’re serious about joining our supportive culture and contributing to high-quality advice.
We think you need these skills to ace Business Quality Officer in Farnborough
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Business Quality Officer role. Highlight your experience with reviewing pension and investment advice files, and don’t forget to mention any relevant qualifications like R02 and R04.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Talk about your attention to detail and how you’ve provided constructive feedback in the past.
Showcase Your Technical Knowledge: In your application, demonstrate your understanding of suitability requirements. Give examples of how you've identified risks or gaps in previous roles to show that you can spot inconsistencies that may impact suitability.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you on the path to joining our supportive team!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Stuff
Make sure you brush up on your knowledge of pension and investment advice files. Familiarise yourself with the suitability requirements, as this will be crucial in demonstrating your expertise during the interview.
✨Showcase Your Attention to Detail
As a Business Quality Officer, attention to detail is key. Prepare examples from your past experience where you've identified risks or inconsistencies in advice files. This will help illustrate your capability to maintain high standards.
✨Build Rapport with Interviewers
Since the role involves working closely with internal teams, show your interpersonal skills during the interview. Be friendly and engaging, and express your enthusiasm for collaboration and learning within the company.
✨Prepare for Constructive Feedback Scenarios
Think about how you would provide feedback to advisers and paraplanners. Prepare a few scenarios where you’ve successfully given constructive criticism, as this will highlight your ability to enhance quality and client outcomes.