Job Description
Quality Assurance Officer – Retirement Advice
We’re looking for a highly organised, forward-thinking professional to join our Retirement Advice team as a Quality Assurance Officer. This is a fantastic opportunity to play a key role in ensuring our customers receive consistently excellent advice and outcomes.
In this vital position, you will deliver independent quality assurance across both regulated advice and non-advisory sales processes—helping maintain the highest standards of compliance, professionalism and customer care.
The business is located in Dorset, Southern England, with a hybrid working policy of 1 office day per month.
Benefits
Benefits include: 30 days' holiday, annual bonus scheme, critical illness cover, private medical insurance, excellent pension contribution scheme, life assurance, income protection, plus other non-financial benefits.
Role & Responsibilities
1. Conducting quality assurance assessments across advised and non-advised activity, including call reviews, advice documentation checks and customer feedback analysis.
2. Reviewing complex pension transfer advice cases and ensuring advice meets regulatory requirements and delivers good customer outcomes.
3. Providing constructive, ba...