Quality Checker
1 day ago
Role: Quality Checker (Pensions & Investments)
**Day Rate: £300 inside IR35
**Start Date: 12th January 2026
**Location: Remote
**IT Equipment Provided
Role Overview
We are currently looking for Quality Checkers to work as part of a high performing team helping a major financial service provider deliver a past business review project focused on investment product sales . You will be working in a results-orientated environment , where your core responsibility will be to complete quality checks on investment file reviews to ensure accur ate and high-quality decision making .
Key Responsibilities
Supplementary Responsibilities
Experience and Skills :
Essential
Conduct quality checks on suitability assessments across a range of different product types (including ISA, OEICs, Investment Bonds, Structured Products and Pensions)
Conduct quality checks on customer contact (including telephone calls) performed to gather additional information required to reach a decision
Conduct quality checks on redress calculations
Conduct quality checks on outbound letters
Provide detailed feedback including clear instructions for remedial action (where appropriate)
Provide support to operations in customer facing environment
Conduct Process Confirmations (Buddying in/ Observing Team)
Learn and understand the process in depth
Provide support to the wider team and working with the team leaders and senior operations manager to drive a consistent level of quality across all files
Collate thematic findings to continually improve quality by suggesting where there are gaps in knowledge and where additional training may be appropriate
Where applicable, attend client facing meetings and discuss technical aspects of the reviews (on a case-by-case basis) e.g. Case Clinic
RQF Level 4 in a suitable qualification e.g. CII Advanced Diploma in Financial Planning (or equivalent )
6 months QC experience within a similar role
Strong customer focus and experience working in a customer-facing environment.
Ability to demonstrate decision making using a holistic approach
Excellent a ttention to detail and accuracy**
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