Quality Assurance Specialist
Eight Financial Advice
Quality Assurance Specialist
Eight Financial Advice· Marketing & Operations
About this role
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
We’re looking for someone who is:
- Highly organised with exceptional attention to detail
- Experienced within financial services, compliance, paraplanning, or quality assurance
- Confident working with technical financial products and documentation
- Comfortable managing multiple priorities in a busy environment
- Proactive, collaborative, and solutions-focused
- Passionate about maintaining high standards and protecting client outcomes
Experience with Salesforce, workflow management systems, and financial products including investments, pensions, protection, and retirement planning would be highly advantageous.
- Hybrid working: 3 days in the office, 2 days wherever you work best (after passing probation)
- Performance bonus + Company-wide bonus (when Eight hits targets)
- 28 days' holiday + bank holidays + your birthday off
- Private medical insurance & life assurance (4x salary)
- Wellbeing support: EAP, mental health helpline, cycle-to-work scheme
- Free mortgage and pension advice from our in-house experts
- Volunteering time: 8 paid hours annually via The Eight Foundation
- Regular socials & epic events
Frequently Asked Questions
Is the salary disclosed for the Quality Assurance Specialist position at Eight Financial Advice?
The salary for this Quality Assurance Specialist role at Eight Financial Advice is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Quality Assurance Specialist position at Eight Financial Advice located?
This Quality Assurance Specialist role at Eight Financial Advice is based in Royal Tunbridge Wells, England, United Kingdom. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Quality Assurance Specialist role at Eight Financial Advice full-time or part-time?
This is listed as a Full time position. It is posted as a Quality Assurance Specialist role in the Marketing & Operations department at Eight Financial Advice.
Which team or department does the Quality Assurance Specialist at Eight Financial Advice belong to?
This Quality Assurance Specialist position is part of the Marketing & Operations department at Eight Financial Advice. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Quality Assurance Specialist position at Eight Financial Advice?
Click the "Apply Now" button on this page. You will be redirected to Eight Financial Advice's official application portal hosted on workable where you can submit your application directly.
When was the Quality Assurance Specialist job at Eight Financial Advice posted?
This Quality Assurance Specialist position at Eight Financial Advice was posted on Jul 15, 2026. Apply as soon as possible — early applications are often reviewed first.
Quality Assurance Specialist
Eight Financial Advice
You'll be redirected to Eight Financial Advice's official application page on workable.