Overview

Position Title:Trainee FA Quality Assurance Specialist

Company:Skipton Building Society

Location:Huddersfield, UK

Job Description:

An exciting opportunity for an individual wanting to pursue a career within financial services has arisen within the Financial Advice Quality Assurance Team.

The Financial Advice Quality Assurance Team is one of the teams within the Society that acts as first line defence for our members and the Society ensuring that we build strong and trusted relationships. The team is responsible for ensuring the accuracy, quality and suitability of the advice provided to the Building Societies customers from over 80 Financial Advisers, assessing the accuracy of the onboarding of our customers and the quality of complaints handling.  

Responsibilities:

  • In order to help maintain an appropriate level of job specific knowledge, to aid in the above responsibilities, you will undertake further training where required and ensure to keep an up to date CPD record.
  • You will work towards assessment targets ensuring a good level of quality whilst also maintaining accurate records. In taking on these responsibilities you will enjoy managing your own time, whilst completing any other tasks and duties determined by the Quality Assurance leadership team and ensuring all duties are completed within an agreed timeframe.
  • An excellent eye for detail will mean you can identify potentially negative trends within the onboarding process undertaking further research and analysis to assess any potential impact to our customers and/or the Society, reporting any concerns to the Quality Assurance manager.
  • This Role comprises of Quality Assurance of the Societies Financial Advice Onboarding processes.
  • This will involve ensuring processes have been followed and documented accordingly with feedback and guidance provided by you to our colleagues.

Requirements:

  • Good attention to detail
  • Having a good level of organisational skills
  • Being really passionate about delivering exceptional customer service
  • Great listening skills
  • Enjoy meeting new people
  • Excellent verbal and written communication skills
  • Excellent team work skills

About Skipton Building Society

At Skipton, we're here for you. We like to take the time to learn what's going on in your world and with no shareholders to answer to, our time, energy and expertise goes into looking after our customers and our colleagues. If you're ready to start your Skipton journey just search for a vacancy here.