ABOUT THE ROLE

As a Quality Admin, you’ll play a vital role in supporting our Adviser Quality Assurance team. From reviewing adviser cases and documentation to tracking case activity and helping generate technical quotes, you’ll ensure our high standards are consistently met. It’s a fast-paced and rewarding role for someone who is proactive, process-focused, and enjoys working as part of a supportive team.

KEY RESPONSIBILITIES

• Support the review of adviser documentation to ensure compliance and consistency
• Keep adviser licenses and records accurate and up to date
• Check charging codes and ensure the correct information is applied to all cases
• Help triage cases using Salesforce and monitor workflow on Monday.com
• Identify missing documents or errors and support quick resolution
• Assist with preparing Life Insurance and Protection quotes
• Help cross-check illustrations and supporting documents for accuracy
• Stay up to date with internal processes and provide general admin support to the QA team