Jobs at Defaqto (Now Hiring) — 23 open — Page 2

Advice Quality Consultant (file reviewer)

United Kingdom · Remote Solely

Mid level

Advice Quality Consultant (file reviewer) Department: Advice Quality Employment Type: Permanent - Full Time Location: Remote - UK Reporting To: Advice Quality Manager Description Make a measurable impact on the quality, …

Skills: File Reviewing, Compliance Monitoring, Financial Advice Quality, FCA Regulations, Mortgage Qualification

Senior Software Engineer

London, England, United Kingdom · Hybrid

Senior

Senior Software Engineer Department: Technology Employment Type: Permanent - Full Time Location: London Reporting To: Head of Software Development & Application Support Description We are looking for a Senior Software En…

Skills: System Design, RESTful APIs, Microservices, PostgreSQL, MySQL

Product Director - Distribution Propositions

United Kingdom · Remote OK

Senior+

Product Director - Distribution Propositions Department: Product Employment Type: Permanent - Full Time Location: Remote - UK Reporting To: Chief Product Officer Description Role Overview: The Product Director for Distri…

Skills: Product Management, Commercial Leadership, Investment Management, SaaS, Fintech

Advice Quality Consultant (file reviewer)

United Kingdom • Remote Solely

Mid level

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Full-time
professional certificate
Posted 126d ago
~40 hrs/week
Remote in United Kingdom

Responsibilities

Review and assess financial advice files using a bespoke system to ensure compliance and accuracy. Provide constructive feedback to clients and collaborate with technical teams to resolve complex queries.

Requirements

Requires a Level 4 qualification including a relevant Mortgage Qualification and a strong understanding of FCA expectations. Experience in compliance or file reviewing within financial services is essential.

Full job description

Advice Quality Consultant (file reviewer)

Department: Advice Quality

Employment Type: Permanent - Full Time

Location: Remote - UK

Reporting To: Advice Quality Manager

Description

Make a measurable impact on the quality, accuracy, and integrity of financial advice.

Role Overview:
Every day, the work you do will directly influence the standard of advice delivered to firms, members, and clients across the financial services landscape.

If you’re motivated by precision, collaboration, and helping others deliver their best work, this role gives you the platform to shape outcomes that truly matter.

What you'll do

You will play a key role in ensuring high‑quality, compliant advice across a wide range of financial services products. In this role, you will:

Review and assess advice files using our bespoke Advice Quality system, providing clear, constructive feedback to members and clients.

Collaborate closely with fellow Advice Quality Consultants to manage the review pipeline and meet agreed turnaround times.

Respond and support members and clients via phone and email, offering guidance and resolving queries with professionalism and care.

Liaise with technical teams to verify complex information and ensure accuracy in all advice-related outputs.

Manage and prioritise your own workload to meet SLAs, team targets, and quality assurance standards.

Contribute to team development by sharing knowledge, supporting new colleagues, and participating actively in meetings and wider business discussions.

What you'll need to succeed:

These are the essentials you’ll need to succeed:

Level 4 qualification, including a relevant Mortgage Qualification.
Strong understanding of FCA expectations and what constitutes a compliant, suitable advice file.
Experience in compliance, file reviewing, or advice quality (or strong transferable experience from a provider or intermediary environment).
Excellent organisational, analytical, and interpersonal skills.
Ability to work under pressure while maintaining exceptional attention to detail.
Confident user of office-based IT systems, including Microsoft Outlook and Teams.

Desirable requirements:

These aren’t required, but they’ll help you stand out:

Qualifications in Equity Release, Pension Transfer, or Long-Term Care (or an interest in pursuing them—we’ll support you).
Experience using digitised advice quality systems.
Broad technical and compliance knowledge gained within financial services.

Your approach to work:

A self‑motivated, pragmatic approach and the ability to work effectively with colleagues at all levels.

Important to know:

Location:
This role can be located anywhere in the UK as it is fully remote.

Right to Work:

Applicants must already hold a legal right to work in the UK without time restrictions and without the need for future sponsorship. We are unable to provide Skilled Worker visa sponsorship.

Ready to make an impact?
If you’re driven by quality, enjoy problem‑solving, and want to help raise standards across the financial advice profession, we’d love to hear from you. Apply today and take the next step in your career.

Related keywords

FCAMortgage QualificationEquity ReleasePension TransferLong-Term CareComplianceFinancial ServicesAdvice QualitySLAQuality AssuranceFile Review

About Defaqto

LinkedIn Visit site

Industry: Financial Services
Company size: 51-200 employees
Headquarters: Haddenham, Buckinghamshire
LinkedIn followers: 5,748

Defaqto is the UK’s most trusted source of financial product and market intelligence, supporting financial institutions, intermediaries and consumers to make smarter financial decisions. We maintain the UK's largest financial product database and use proprietary research methodology to develop independent ratings, reviews, insights and technology. By bringing together product data, technology and consumer insight we are in a unique position to help everyone make smarter, more informed financial choices now, and in the future. And in doing so we hope to raise industry standards, power consumer choice and help the industry meet evolving customer needs.

Offices: Unit 12, Pegasus Way, Haddenham Business Park, Haddenham, Buckinghamshire HP17 8LJ, GB

FinanceFinancial Services

View all jobs at Defaqto

About Defaqto

LinkedIn Visit site

Industry: Financial Services
Company size: 51-200 employees
Headquarters: Haddenham, Buckinghamshire
LinkedIn followers: 5,748

Defaqto is the UK’s most trusted source of financial product and market intelligence, supporting financial institutions, intermediaries and consumers to make smarter financial decisions. We maintain the UK's largest financial product database and use proprietary research methodology to develop independent ratings, reviews, insights and technology. By bringing together product data, technology and consumer insight we are in a unique position to help everyone make smarter, more informed financial choices now, and in the future. And in doing so we hope to raise industry standards, power consumer choice and help the industry meet evolving customer needs.

Offices: Unit 12, Pegasus Way, Haddenham Business Park, Haddenham, Buckinghamshire HP17 8LJ, GB

FinanceFinancial Services

View all jobs at Defaqto

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