Quality Checker - Pensions & Investments

@ Deloitte

Role Overview

The Quality Checker - Pensions & Investments role at Deloitte involves working within a high performing team to deliver a past business review project focused on investment product sales. 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 various product types including ISA, OEICs, Investment Bonds, Structured Products, and Pensions.
• Review customer contact recordings for additional decision-making information.
• Perform quality checks on redress calculations and outbound letters.
• Deliver detailed feedback with clear instructions for remedial actions.
• Support operations in a customer-facing environment.
• Undertake Process Confirmations via buddying or team observation.

Supplementary Responsibilities

• Learn and understand the process in depth.
• Support the wider team and work with team leaders to drive consistency.
• Collate thematic findings to improve quality and identify training gaps.
• Attend client facing meetings to discuss technical aspects of reviews, as needed.

Experience and Skills

Essential:

• RQF Level 4 in a related qualification (e.g. CII Advanced Diploma in Financial Planning or equivalent).
• At least 6 months QC experience in a similar role.
• Strong customer focus and experience in customer-facing environments.
• Ability to make holistic decisions with excellent attention to detail.
• Excellent communication, presentation skills, and meeting strict deadlines.
• Ability to meet specified quality and production targets.
• Capability to work remotely and independently.

Desirable:

• 2 years QC experience in a similar role.

Key skills/competency

• Quality Checking
• Pensions
• Investments
• Customer Focus
• Attention to Detail
• Communication
• Decision Making
• Process Improvement
• Financial Analysis
• Remote Work