Role Overview
We are seeking a Quality Checker to join a high-performing team for a past business review project with a major financial services provider. The project focuses on investment product sales, and your primary responsibility will be conducting quality checks on investment file reviews to ensure accurate, high-quality decision-making.
Key Responsibilities
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Conduct quality checks on suitability assessments across various products, including ISAs, OEICs, Investment Bonds, Structured Products, and Pensions.
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Review customer contact interactions (including telephone calls) for completeness and accuracy.
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Conduct quality checks on redress calculations and outbound letters.
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Provide detailed feedback with clear instructions for remedial actions when necessary.
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Support operations in a customer-facing environment.
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Conduct process confirmations by buddying in or observing team members.
Supplementary Responsibilities
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Learn and understand processes in depth to ensure consistent quality.
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Collaborate with team leaders and senior operations managers to maintain high standards across all files.
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Collate thematic findings to identify knowledge gaps and suggest additional training opportunities.
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Attend client-facing meetings on a case-by-case basis to discuss technical aspects of reviews.
Experience and Skills
Essential:
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RQF Level 4 qualification (e.g., CII Advanced Diploma in Financial Planning or equivalent).
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Minimum 6 months of QC experience in a similar role.
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Strong customer focus with experience in a customer-facing environment.
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Holistic decision-making ability.
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Excellent attention to detail and accuracy.
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Strong communication and presentation skills.
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Ability to meet demanding deadlines and maintain quality and production targets.
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Ability to work independently in a remote environment.
Desirable:
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2 years of QC experience in a similar role.