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Quality assurance team lead

Whiteley
Eight Financial Advice
Posted: 1 October
Offer description

6 days ago Be among the first 25 applicants

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Eight Financial Advice provided pay range

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Quality Assurance Team Leader

Eight Wealth Management – Whiteley

Do you have a sharp eye for detail, a passion for compliance, and the leadership skills to guide a high-performing team? At Eight Wealth Management, we’re looking for a Quality Assurance Team Leader to make sure our advisers always deliver the best, most compliant, and client-focused service possible.


What You’ll Do

* Customer Focus, Leadership, Engagement of People, Process Approach, Improvement, Evidence-based Decision Making, and Relationship Management.
* Lead, coach, and motivate the Quality Assurance team to deliver exceptional performance.
* Manage case reviews, suitability assessments, and compliance checks for adviser activity.
* Validate adviser licences, charging codes, and regulatory records.
* Oversee workflows in Salesforce and Monday.com to ensure accuracy and efficiency.
* Act as subject matter expert for complex queries on high-risk products, pensions, investments, and protection.
* Identify trends or risks and work with stakeholders to implement solutions.
* Keep QA processes up to date with FCA, SJP, and internal standards.
* Provide MI and insights to senior stakeholders to support adviser training and continuous improvement.


What We’re Looking For

* Strong leadership and people management skills in a regulated environment.
* Skilled in Salesforce
* Exceptional attention to detail, risk awareness, and organisational skills.


Why Join Us?

* Hybrid working – 3 days in the office, 2 days wherever you work best
* Performance bonus + company-wide bonus
* 28 days’ holiday + bank holidays + your birthday off
* Private medical insurance & life assurance (4x salary)
* Free mortgage & pension advice from our in-house experts
* 8 paid volunteering hours annually via The Eight Foundation
* Regular socials & epic company events


Seniority level

* Mid-Senior level


Employment type

* Full-time


Job function

* Quality Assurance

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