Quality Checker (Pensions & Investments)
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Job Location:
Monthly Salary:
Experience Required:
Posted on:
4 hours ago
Vacancies:
1 Vacancy
Job Summary
Role: Quality Checker (Pensions & Investments)
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
Required Skills:
Operations Collections
Company Industry
IT Services and IT Consulting
Key Skills
- Diploma
- Anti Money Laundering
- Access Control System
- AIX
- CAD
- Corporate
