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For Companies At a Glance
- Tasks: Assess financial advice cases and provide constructive feedback to advisers.
- Company: Join Quilter, a leading wealth management business transforming financial futures.
- Benefits: Enjoy 26 days holiday, private medical insurance, and a non-contributory pension scheme.
- Why this job: Make a real impact in financial services while developing your skills in a supportive environment.
- Qualifications: Experience in financial services and strong communication skills are essential.
- Other info: Embrace diversity and inclusivity in a dynamic, growth-oriented workplace.
The predicted salary is between 36000 - 60000 £ per year.
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). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth.
Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business. High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning – offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.
At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve, including our colleagues. Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it’s the perfect time to join us!
About the Role
- Level: 3
- Department: Quality Assurance
- Location: Homeworking
- Contract Type: Permanent
As a Business Quality Assessor your role will be 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 that is 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 do business with supporting them to improve the quality of cases.
About You
Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don’t match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.
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 as well as a broad understanding of the Pensions & Investments markets in terms of Advice, Providers/lenders, platforms, products, and the way in which advisers within a network are remunerated is advantageous. You will also need a good understanding of the approach in relation to 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. A broad knowledge and understanding of Financial Services regulation and the Retail Distribution Review is advantageous.
You will have excellent communication skills both written and verbal as interactions with firms and advisers are a key part of the role in providing feedback on cases and coaching, and be Diploma qualified level 4 in Financial Advice. Specific case checking experience is advantageous but not essential as full training will be given.
Values
- Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
- Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
- Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
- Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.
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.
Core Benefits
- Holiday: 182 hours (26 days)
- Quilter Incentive Scheme: All employees are eligible to participate in the incentive scheme, to incentivise business performance and their contribution.
- Pension Scheme: A non‑contributory company pension scheme that can be boosted through personal contributions.
- Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.
- Life Assurance: 4x your salary.
- Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.
- Healthcare Cash Plan: Jersey employees only.
In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.
Business Quality Assessor in Dartford employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Quality Assessor in Dartford
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Quilter through LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by knowing your stuff! Research Quilter’s values and recent news. Show them you’re not just another candidate but someone who genuinely cares about their mission and can contribute to their goals.
✨Tip Number 3
Practice makes perfect! Get a friend to do a mock interview with you. Focus on articulating your experience in financial services and how it aligns with the Business Quality Assessor role. Confidence is key!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining the Quilter team. Let’s get you that job!
We think you need these skills to ace Business Quality Assessor in Dartford
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in financial services, especially around assessing advice suitability. We want to see how your skills align with our needs at Quilter!
Show Off Your Communication Skills: Since you'll be liaising with advisers and paraplanners, it's crucial to demonstrate your excellent written communication skills. Use clear and concise language in your application to reflect this ability.
Highlight Relevant Experience: If you've got experience in case checking or a solid understanding of the Pensions & Investments markets, make sure to showcase that! Even if you don't have direct experience, any related roles can be valuable.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Quilter
✨Know Your Financial Services Stuff
Make sure you brush up on your knowledge of the Pensions & Investments markets. Understand the key concepts around advice suitability, financial crime policies, and data protection. Being able to discuss these topics confidently will show that you're serious about the role.
✨Show Off Your Communication Skills
Since you'll be liaising with advisers and paraplanners, practice articulating your thoughts clearly and concisely. Consider doing mock interviews or even recording yourself to refine your delivery. Good communication can set you apart!
✨Embrace the Company Values
Familiarise yourself with Quilter's values like integrity, curiosity, and collaboration. Think of examples from your past experiences that demonstrate how you embody these values. This will help you connect with the interviewers on a deeper level.
✨Prepare Questions to Ask
Interviews are a two-way street! Prepare thoughtful questions about the role, team dynamics, and company culture. This not only shows your interest but also helps you gauge if Quilter is the right fit for you.
