FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Quality Assurance Specialist
Eight Financial AdviceQuality Assurance Specialist ensuring compliance and quality in financial services by reviewing documentation and collaborating with advisers. Maintaining high standards and protecting client outcomes within a hybrid work environment.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in reviewing financial documentation and ensuring compliance with regulatory standards while maintaining a strong awareness of financial products. Proven ability to manage multiple priorities and collaborate effectively with advisers and stakeholders to achieve operational excellence.
Highest-signal resume keywords
Financial Services ExperienceCompliance KnowledgeSalesforce ProficiencyAttention To DetailQuality Assurance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Case ReviewSuitability ReportsLife Insurance QuotationsProtection QuotationsLong-Term Care QuotationsRegulatory ComplianceDiscrepancy IdentificationFinancial Product KnowledgeDocumentation ReviewWorkflow Management
Soft Skills
Highly OrganisedProactiveCollaborativeSolutions-FocusedAttention To Detail
Tools & Technologies
SalesforceWorkflow Systems
Industry Keywords
Financial ProductsInvestmentsPensionsProtectionRetirement PlanningParaplanningOperational Excellence
About the role
Key responsibilities & impact- Review adviser documentation, suitability reports, and case submissions to ensure quality and compliance standards are met
- Validate adviser licences and regulatory records
- Support case triage and oversight through Salesforce and workflow systems
- Produce and review Life Insurance, Protection, and Long-Term Care quotations
- Identify discrepancies, missing information, or potential compliance risks
- Maintain strong awareness of financial products, regulatory requirements, and internal processes
- Work collaboratively with advisers and internal stakeholders to support operational excellence
Requirements
What you’ll need- Highly organised with exceptional attention to detail
- Experienced within financial services, compliance, paraplanning, or quality assurance
- Confident working with technical financial products and documentation
- Comfortable managing multiple priorities in a busy environment
- Proactive, collaborative, and solutions-focused
- Passionate about maintaining high standards and protecting client outcomes
- Experience with Salesforce, workflow management systems, and financial products including investments, pensions, protection, and retirement planning would be highly advantageous.
Benefits
Comp & perks- Hybrid working: 3 days in the office, 2 days wherever you work best (after passing probation)
- Performance bonus + Company-wide bonus (when Eight hits targets)
- 28 days' holiday + bank holidays + your birthday off
- Private medical insurance & life assurance (4x salary)
- Wellbeing support: EAP, mental health helpline, cycle-to-work scheme
- Free mortgage and pension advice from our in-house experts
- Volunteering time: 8 paid hours annually via The Eight Foundation
- Regular socials & epic events