Advice Quality Consultant, File Reviewer

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🕒 June 2

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Fintel

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2002

💸 Finance

🤝 B2B

🔥 Funding within the last year

💰 $158.5M Post-IPO Debt - Fintel on 2025-07

Finance • B2B

Fintel is a UK-based company that connects and simplifies the retail financial services sector by providing advisory, data, and platform services to financial professionals and product providers. With multiple brands and over 500 employees, Fintel supports thousands of advisers and hundreds of product providers to improve outcomes across the financial services industry, emphasizing inclusivity, expertise, and future-focused technology and service delivery.

📋 Description

• 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.

🎯 Requirements

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

🏖️ Benefits

• This role can be located anywhere in the UK as it is fully remote. • Applicants must already hold a legal right to work in the UK without time restrictions and without the need for future sponsorship.