Quality Checker - London, United Kingdom - eFinancialCareers

eFinancialCareers

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Tell me more

Location:
Remote (UK)

Rate:
£350 per day

Work Pattern:
Standard business hours

Start Dates:
Early 2023

Duration: 12 months

Your day-to-day activities will include

Conduct Data Enrichment & Validation activity ('DE&V')
Conduct suitability assessments across a range of different product types (including ISA, OEICs, Investment Bonds, Structured Products and Pensions)
Carry out customer contact (where required) to conclude Suitability Assessment
Perform redress calculations
Write final response letters
Rapidly incorporate ongoing business and process changes into your ways of working and conducting case reviews
Act upon feedback from quality checking functions, learning from any mistakes, and rectifying moving forwards
Support other team members with their case reviews
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 casebycase basis) e.g. Case Clinic

What knowledge, skills & experience we need

RQF Level 4 in a suitable qualification e.g. CII Advanced Diploma in Financial Planning (or equivalent)
Minimum 2 years QC experience within a similar role
Strong customer focus
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 & as part of a rapidly growing team
Demonstrate an ability to work with honesty, integrity and trustworthiness
Maintain high standards of professionalism and competence

**Next steps