Job Description
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.
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The role emphasizes more than routine checks, with a cooperative approach to maintaining high standards and comprehensive training offered.
📌 Pensions & Investments Compliance File Reviewer (New South Wales)
🏢 Exchange Street Claims
📍 New South Wales
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