At a Glance
- Tasks: Check cases and provide feedback to advisers for quality assurance.
- Company: Quilter is a leading wealth management firm focused on brighter financial futures.
- Benefits: Enjoy 26 days holiday, private medical insurance, and a non-contributory pension scheme.
- Other info: This is a home-based, entry-level position with full training provided.
- Why this job: Join a dynamic team that values curiosity, collaboration, and making a positive impact.
- Qualifications: Must hold a Level 4 Diploma in Financial Advice; experience in financial services is a plus.
The predicted salary is between 36000 - 60000 £ per year.
Overview
Case Checker (Business Quality Assessor) – Quilter
About The Business
Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £126.3 billion in customer investments (as of August 2025) with adviser and customer offerings spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business comprises two segments: Affluent and High Net Worth.
Affluent includes Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors. High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning, serving private clients, charities, trustees, and professional partners across the UK, Ireland and Channel Islands. Quilter is transforming to be more customer centric and aims to stay ahead by inviting bold ideas and continuous improvement.
About The Role
Level: 3
Department: Business Assurance
Location: Homebased, United Kingdom
Contract Type: Permanent
Regulated/Non-Regulated: Non-Regulated
As a Business Quality Assessor, your role is to check cases on a pre-approval basis and provide constructive feedback to advisers. You will liaise with advisers and paraplanners for any additional re-work required to allow cases to be graded in accordance with our advice standards. You will build and develop relationships with the advisers and firms we work with to support and improve the quality of cases.
About You
To be successful in this role you will need experience of working in a Financial Services environment, specifically relating to assessing the suitability of advice, and a broad understanding of the Pensions & Investments markets in terms of Advice, Providers/Lenders, platforms, products, and how advisers within a network are remunerated (advantageous).
You will also need a good understanding of core requirements for an AR firm/Adviser achieving competence, supervision, data protection, anti-money laundering requirements, Financial Crime Policy, data security and Treating Customers Fairly concepts. Broad knowledge of Financial Services regulation and the Retail Distribution Review is advantageous. Excellent written and verbal communication skills are required for feedback and coaching with firms and advisers. A Diploma qualified level 4 in Financial Advice is expected. Specific case checking experience is advantageous but not essential as full training will be provided.
Please note: To be eligible to apply for this role, you must already hold a Level 4 Diploma (DipFA) in Financial Advice/Planning. Applications without this qualification cannot be considered.
Inclusion & Diversity
We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.
Values
Do the right thing: We act with integrity and are committed to going above and beyond in service of our clients and communities.
Always curious: We seek new ideas and knowledge to stay ahead of clients’ needs and create brilliant solutions for brighter futures.
Embrace challenge: We aim high to transform potential into meaningful outcomes and drive growth for the good of every generation.
Stronger together: We collaborate, listen, challenge ideas constructively, and demonstrate ownership and trust to make impactful decisions.
Core Benefits
Holiday: 182 hours (26 days)
Pension Scheme: Non-contributory company pension with optional personal contributions.
Private Medical Insurance: Single cover with options to extend to partner or children.
Life Assurance: 4x salary
Income Protection: 75% of salary, after 26 weeks, less state benefits.
Healthcare Cash Plan: Jersey employees only
In addition to core benefits, a range of flexible benefits are available to UK employees via salary sacrifice.
Seniority level
- Entry level
Employment type
- Full-time
Job function
- Management and Manufacturing
Case Checker (Business Quality Assessor) employer: Quilter
Quilter plc is an exceptional employer, offering a supportive and inclusive work culture that prioritises employee growth and development. With a commitment to integrity and innovation, Quilter provides comprehensive benefits including a generous holiday allowance, a non-contributory pension scheme, and private medical insurance, all while fostering a collaborative environment where every team member can thrive and contribute to brighter financial futures.
StudySmarter Expert Advice🤫
We think this is how you could land Case Checker (Business Quality Assessor)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Quilter. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Case Checker (Business Quality Assessor)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Quilter.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Quilter's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Quilter
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Quilter.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Quilter will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Quilter employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
