Quality Assurance Specialist
Where this role is available
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- Whiteley, United Kingdom
- United Kingdom
Role summary by JobGrid
Quality Assurance Specialist at Eight Financial Advice: Whiteley, United Kingdom, United Kingdom; Hybrid; Full time; Finance, Legal & Compliance. This listing is part of JobGrid's QA tester jobs from public company career pages. JobGrid adds normalized role facts, source context, and a path to the employer application page so candidates can compare the listing before applying.
- Location and workplace: Whiteley, United Kingdom, United Kingdom, Hybrid
- Role classification: Finance, Legal & Compliance, Full time
- Source freshness: checked by JobGrid on 2026-05-27.
- Application path: candidates continue to the employer application page with non-personal referral tags.
We’re looking for a detail-driven Quality Assurance Specialist to join our growing team and play a key role in maintaining the highest standards of adviser quality, compliance, and client protection across the business.
This is an excellent opportunity for someone with experience in financial services compliance or quality assurance who enjoys working in a fast-paced environment and takes pride in accuracy, organisation, and doing things the right way.
The Opportunity
Working within our Adviser Quality Assurance team, you’ll support the review and oversight of adviser activity, ensuring documentation, case processing, and client recommendations meet internal standards and regulatory requirements.
You’ll work closely with advisers and operational teams, helping to identify risks, improve quality, and ensure cases progress smoothly through the pipeline.
Key Responsibilities
- 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 strong awareness of financial products, regulatory requirements, and internal processes
- Work collaboratively with advisers and internal stakeholders to support operational excellence