Role Overview
We are seeking Quality Checkers to join a high-performing team supporting a major financial services provider on a past business review project focused on investment product sales. The role involves conducting thorough quality checks on investment file reviews to ensure accurate, high-quality decision-making in a results-oriented environment.
Key Responsibilities
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Perform quality checks on suitability assessments for a range of investment products (ISA, OEICs, Investment Bonds, Structured Products, Pensions).
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Conduct quality checks on customer interactions, including telephone calls, to gather additional information.
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Review redress calculations and outbound letters for accuracy.
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Provide detailed feedback with clear instructions for remedial action when necessary.
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Support operations in customer-facing environments.
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Conduct process confirmations, buddying, and observing team activities.
Supplementary Responsibilities
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Learn and understand the process in depth.
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Support the wider team and collaborate with team leaders and senior operations managers to maintain consistent quality.
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Collate thematic findings to improve quality, identify knowledge gaps, and suggest additional training.
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Attend client-facing meetings to discuss technical aspects of reviews when applicable.
Experience & Skills
Essential
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RQF Level 4 qualification (e.g., CII Advanced Diploma in Financial Planning or equivalent).
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6 months QC experience in a similar role.
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Strong customer focus with experience in customer-facing environments.
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Excellent attention to detail, decision-making skills, and accuracy.
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Strong communication and presentation skills.
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Ability to work to deadlines and maintain quality and production targets.
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Comfortable working remotely and independently.
Desirable
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2 years QC experience in a similar role.