If you are an experienced file checker or paraplanner looking for a Business Quality Officer job that offers genuine autonomy and the flexibility of working from home, this opportunity could be a brilliant next step. This respected national financial planning firm is seeking a detail focused professional to join their growing quality function and play a key role in ensuring consistently high standards of advice across pensions and investments.

In this role, you will review advice files prior to submission, assessing suitability, identifying risks and confirming whether cases can be signed off within internal guidelines. Where improvements are needed, you will provide clear, constructive feedback to advisers and paraplanners to help enhance the quality of recommendations and client outcomes. You will also consider the full context of each case, using your technical knowledge to spot gaps or inconsistencies that may impact suitability.

You will work closely with internal teams including technical, training and paraplanning, developing strong relationships and expanding your knowledge base. The firm also offers access to structured development, a supportive environment and opportunities to broaden your expertise over time.

Business Quality Officer Requirements

Essential

• Experience reviewing pension and investment advice files
• R02 and R04
• Strong understanding of suitability requirements

Desirable

• Level 4 Diploma or close to completing
• Prior paraplanning or compliance experience

The Company

A national and multi award winning financial planning business known for its supportive culture and focus on high quality advice. The environment encourages collaboration, learning and long term career development.

Business Quality Officer Benefits

• Salary £45,000 to £50,000 depending on qualifications and experience
• Fully remote role with one visit to Farnborough per quarter
• Life assurance, income protection, critical illness and private medical cover
• Pension scheme with 6 per cent employer and 3 per cent employee contributions
• 25 days holiday plus bank holidays

Location

Remote based with quarterly visits to their office in Farnborough. Candidates across the UK are encouraged to apply.

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