Job Description

Join us as a Customer Service & Operations Analyst, Quality Assurance Team

This is an opportunity to make a positive impact to our customers and colleagues, as you deliver good  customer outcomes through quality assurance activities

You will be actively involved in the holistic assessment of Past Business Reviews  for an Investment Remediation ProjectcoveringEnd to End reviews with some potential stage gate assessments.

You’ll be actively participating in initiatives to improve customer service, processes and procedures

You’ll hone your existing analytical skills and be well positioned to advance your career in this fast-paced role

This role will be offered on a 12 month basis

What you'll do

In this key role, you’ll be providing crucial support to customers and colleagues in our Quality Assurance Team. You’ll be assessing  and investigating  point of sale review documents to assess the suitability of the advice given, providing support to the Quality Checking teams and Operations, ensuring processes, policies and procedures are delivered in line with good customer outcomes.

You’ll also be:

Identifying barriers to performance and coordinating improvements to enhance our efficiency

Working closely with operational centres, providing coaching and support to increase efficiency and knowledge

Reviewing file review assessments, telephony and redress methodologies  to confirm correct outcomes have been reached.

Highlighting any gaps in policy or existing processes which may be causing poor customer outcomes and how this can be rectified

The skills you'll need

To be successful in this role, you’ll need to have excellent planning and organisational skills, along with good attention to detail, including experience of analysing and using performance data. You’ll perform well under pressure and be confident in your ability to manage multiple tasks while maintaining high levels of accuracy throughout. You will need to be able to undertake a full quality check on cases reviewed by the Operations team, identify the correct outcome has been achieved and provide appropriate feedback.

You’ll also need:

You’ll need a minimum qualification of QCF4 diploma level in Financial Planning

Experience of Past Business File Reviews and understanding of the investment advice process, including simple investments, Individual Savings Account and Open Ended Investment Company’s, to more complex solutions such as Pensions and Estate Planning

Experience in either a quality checking role or quality assurance role

The ability to convey information in a simple and understandable way

An understanding of contact centre operations and performance metrics

Microsoft Office skills, including Excel