Quality Assurance Specialist
Totton - Eight Financial Advice
£28,000
We’re looking for a detail-driven Quality Assurance Specialist to join our growing team and play a key role in maintaining the highest standards of adviser quality, compliance, and client protection across the business.
This is an excellent opportunity for someone with experience in financial services compliance or quality assurance who enjoys working in a fast-paced environment and takes pride in accuracy, organisation, and doing things the right way.
The OpportunityWorking within our Adviser Quality Assurance team, you’ll support the review and oversight of adviser activity, ensuring documentation, case processing, and client recommendations meet internal standards and regulatory requirements.
You’ll work closely with advisers and operational teams, helping to identify risks, improve quality, and ensure cases progress smoothly through the pipeline.
Key Responsibilities- 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
We’re looking for someone who is:
- 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
- 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
Skills Required
- Experience within financial services, compliance, paraplanning, or quality assurance
- Exceptional attention to detail and strong organisational skills
- Confidence working with technical financial products and documentation
- Ability to manage multiple priorities in a busy environment
- Proactive, collaborative, and solutions-focused approach
- Experience with Salesforce, workflow management systems, and financial products including investments, pensions, protection, and retirement planning
What We Do
At EIGHT Financial Advice, a multi-award winning Principal Partner Practice of St. James's Place Wealth Management, we have a wide range of expertise and knowledge, developed over many years, to help people - both individually and in business - fulfil their aims and aspirations, as well as offering that all important 'peace of mind' for the future. Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you. We aim to deliver our commitment by: - Providing personal face to face financial advice - Giving you the opportunity to review your financial affairs regularly - Effectively managing your investments via our distinctive approach - Keeping you informed of the latest news - Listening to your feedback - Offering you seminars and events We do not provide off the shelf solutions, but we offer the benefit of a single relationship for all of your financial planning needs. We strive to offer the very best service to develop great relationships. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. EIGHT Financial Advice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website at https://www.sjp.co.uk/products. The St. James’s Place Partnership and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. EIGHT Financial Advice is a trading name of Eight Wealth Management.
