Quality Checker - Pensions & Investments

Deloitte Touche Tohmatsu Limited; Remote; GBP 40,000 - GBP 60,000; Full time

Job summary

A leading financial consultancy is seeking a Quality Checker for a remote role focused on ensuring high-quality decision-making for investment product reviews. Candidates must hold a RQF Level 4 qualification and have at least 6 months of experience in quality checks. Responsibilities include conducting various quality checks, providing feedback, and supporting operational teams. This position demands strong customer focus, decision-making ability, and excellent attention to detail.

Benefits

IT Equipment Provided

Qualifications

• MUST HAVE A 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.

Responsibilities

• Conduct quality checks on suitability assessments across a range of different product types.
• Conduct quality checks on customer contact performed to gather information.
• Conduct quality checks on redress calculations.
• Conduct quality checks on outbound letters.
• Provide detailed feedback with clear instructions for remedial action.
• Provide support to operations in customer facing environment.

Skills

Customer focus

Decision making

Attention to detail

Communication skills

Presentation skills

Education

RQF Level 4 or equivalent

Job description

Role: Quality Checker (Pensions & Investments)

Start Date: March 2026 (for 6 months initially)

Location: Remote

IT Equipment Provided

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:

• MUST HAVE A 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