Quilter

Business Quality Assessor

Quilter

2 months ago
Remote
Full Time
Medior
0 applicants
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Quilter
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About this role

A Business Quality Assessor at Quilter reviews advice cases on a pre-approval basis and provides constructive feedback to advisers and paraplanners. The role involves liaising with firms to ensure cases meet advice standards and helping improve overall case quality. The assessor builds relationships with advisers and supports quality improvement across the network.

Skills

Qualifications

Diploma Level 4 in Financial Advice
Quilter

About Quilter

quilter.com

Advice, investments and wealth management aiming to create brighter financial futures for every generation.

About Quilter

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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