Exchange Street Claims ltd is seeking an advisor-quality specialist to focus on pensions and investment cases. You will review pre-sale files to ensure advice is suitable, evidenced, and compliant. You will provide constructive feedback to advisers and engage directly with them on technical queries and unusual cases.
The role emphasizes more than routine checks, with a team-oriented approach to maintaining high standards and comprehensive training offered.
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📌 Pensions & Investments Compliance File Reviewer (Newcastle City Council)
🏢 Exchange Street Claims
📍 Newcastle City Council
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