Quality Checker - Pensions & Investments

Job description

Role: Quality Checker (Pensions & Investments)

Day Rate: £300 inside IR35

Start Date: March 2026 (for 6 months initially)

Location: Remote

IT Equipment Provided

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 accurate and high-quality decision making.

Key Responsibilities

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).

Supplementary Responsibilities

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.

Experience and Skills:

MUST HAVE A 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 attention to detail and accuracy.

Excellent communication and presentation skills

Extra information

Status

Open

Education Level

Secondary School

Location

United Kingdom

Type of Contract

Full-time jobs

Published at

04-02-2026

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English