Job Description
Role: Quality Checker (Pensions & Investments)
Day Rate: £300 inside IR35
Start Date: 10th November
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
* Ability to work to demanding deadlines
* Ability to attain and maintain specified quality and production targets
* Ability to work remotely/ independently
Desirable
* 2 years QC experience within a similar role
#LI-Remote