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- Tasks: Review financial advice files and provide constructive feedback to ensure high-quality standards.
- Company: Join a leading financial services firm committed to quality and integrity.
- Benefits: Enjoy a competitive salary, remote work flexibility, and opportunities for professional growth.
- Other info: Fully remote role with excellent career development opportunities.
- Why this job: Make a real impact on financial advice quality while collaborating with a passionate team.
- Qualifications: Level 4 qualification and experience in compliance or file reviewing are essential.
The predicted salary is between 30000 - 40000 £ per year.
Make a measurable impact on the quality, accuracy, and integrity of financial advice.
Role Overview: Every day, the work you do will directly influence the standard of advice delivered to firms, members, and clients across the financial services landscape. If you’re motivated by precision, collaboration, and helping others deliver their best work, this role gives you the platform to shape outcomes that truly matter.
What you’ll do:
- Review and assess advice files using our bespoke Advice Quality system, providing clear, constructive feedback to members and clients.
- Collaborate closely with fellow Advice Quality Consultants to manage the review pipeline and meet agreed turnaround times.
- Respond and support members and clients via phone and email, offering guidance and resolving queries with professionalism and care.
- Liaise with technical teams to verify complex information and ensure accuracy in all advice-related outputs.
- Manage and prioritise your own workload to meet SLAs, team targets, and quality assurance standards.
- Contribute to team development by sharing knowledge, supporting new colleagues, and participating actively in meetings and wider business discussions.
What you’ll need to succeed:
- Level 4 qualification, including a relevant Mortgage Qualification.
- Strong understanding of FCA expectations and what constitutes a compliant, suitable advice file.
- Experience in compliance, file reviewing, or advice quality (or strong transferable experience from a provider or intermediary environment).
- Excellent organisational, analytical, and interpersonal skills.
- Ability to work under pressure while maintaining exceptional attention to detail.
- Confident user of office-based IT systems, including Microsoft Outlook and Teams.
Desirable requirements:
- Qualifications in Equity Release, Pension Transfer, or Long-Term Care (or an interest in pursuing them—we’ll support you).
- Experience using digitised advice quality systems.
- Broad technical and compliance knowledge gained within financial services.
Your approach to work:
- A self-motivated, pragmatic approach and the ability to work effectively with colleagues at all levels.
Important to know:
Location: This role can be located anywhere in the UK as it is fully remote.
Right to Work: Applicants must already hold a legal right to work in the UK without time restrictions and without the need for future sponsorship. We are unable to provide Skilled Worker visa sponsorship.
Ready to make an impact? You’re driven by quality, enjoy problem-solving, and want to help raise standards across the financial advice profession, we’d love to hear from you. Apply today and take the next step in your career.
Advice Quality Consultant (file reviewer) employer: SimplyBiz PLC
Contact Detail:
SimplyBiz PLC Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Advice Quality Consultant (file reviewer)
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who are already in roles similar to the Advice Quality Consultant. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for virtual interviews by practising common questions and scenarios related to advice quality. Use our resources to brush up on your knowledge of FCA expectations and compliance standards—this will show you mean business!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for openings that match your skills and interests, and tailor your approach to each role.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can keep you top of mind and show your enthusiasm for the role. Plus, it’s a great chance to reiterate why you’re the perfect fit for the Advice Quality Consultant position.
We think you need these skills to ace Advice Quality Consultant (file reviewer)
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your relevant experience in compliance and file reviewing. We want to see how your skills align with the role of Advice Quality Consultant, so don’t hold back on showcasing your achievements!
Showcase Your Attention to Detail: Since this role is all about precision, it’s crucial to demonstrate your attention to detail in your application. Use clear examples from your past work where you’ve ensured quality and compliance in financial advice.
Be Professional Yet Approachable: When writing your cover letter, strike a balance between professionalism and approachability. We’re looking for someone who can communicate effectively with clients and colleagues, so let your personality shine through while keeping it professional.
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 and allows us to see your enthusiasm for joining the StudySmarter team!
How to prepare for a job interview at SimplyBiz PLC
✨Know Your Stuff
Make sure you brush up on your understanding of FCA expectations and what makes a compliant advice file. Being able to discuss these topics confidently will show that you're serious about the role and understand the industry's standards.
✨Showcase Your Experience
Prepare specific examples from your past work that highlight your experience in compliance, file reviewing, or advice quality. Use the STAR method (Situation, Task, Action, Result) to structure your answers and make them impactful.
✨Be Ready to Collaborate
Since this role involves working closely with other Advice Quality Consultants, be prepared to discuss how you’ve successfully collaborated in the past. Share examples of how you’ve managed workloads and met deadlines as part of a team.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the tools they use for file reviewing, or how they support ongoing professional development. This shows your genuine interest in the role and the company.