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Quality Assurance Specialist
Eight Financial Advice. Review adviser documentation, suitability reports, and case submissions to ensure quality and compliance standards are met .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial services compliance, quality assurance, and paraplanning, with a strong focus on maintaining high standards and protecting client outcomes. Proficient in managing technical financial products and documentation while ensuring adherence to regulatory requirements.
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
Quality AssuranceCompliance ReviewFinancial Product KnowledgeCase TriageDocumentation ReviewQuotation ProductionRegulatory Record ValidationDiscrepancy IdentificationWorkflow ManagementTechnical Financial Documentation
Soft Skills
Highly OrganisedProactiveCollaborativeSolutions-FocusedAttention to Detail
Tools & Technologies
SalesforceWorkflow Management Systems
Industry Keywords
Financial ServicesParaplanningQuality AssuranceRegulatory RequirementsLife InsuranceProtectionLong-Term CareInvestmentsPensionsRetirement Planning
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 awareness of financial products, regulatory requirements, and internal processes
- Collaborate with advisers and internal stakeholders to support operational excellence
Requirements
What you’ll need- Experience within financial services, compliance, paraplanning, or quality assurance
- Highly organised with exceptional attention to detail
- Confidence 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 in-house experts
- Volunteering time: 8 paid hours annually via The Eight Foundation
- Regular socials and epic events