Quality Checker (Pensions & Investments)

Role: Quality Checker (Pensions & Investments)

Day Rate: £300 inside IR35

Start Date: 12th January 2026

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 accur ate 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 a ttention 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