Quality Assurance Specialist
Posted Today by Deloitte
£300 Per day
Inside
Remote
London Area, United Kingdom
Summary: The Quality Checker role focuses on conducting quality checks for a major financial service provider's past business review project related to investment product sales. The position requires ensuring accurate decision-making through thorough assessments of various investment files. The role is remote and involves collaboration with a high-performing team to maintain quality standards. Essential qualifications include a relevant financial qualification and experience in quality checking within a customer-facing environment.
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)
- 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
Key Skills:
- 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
Salary (Rate): £300 daily
City: London Area
Country: United Kingdom
Working Arrangements: remote
IR35 Status: inside IR35
Seniority Level: undetermined
Industry: Finance
Role: Quality Checker (Pensions & Investments)
Day Rate: £300 inside IR35
Start Date: March 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 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:
Essential
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