Exchange Street Claims & Financial Services is seeking a detail‑minded adviser quality professional to focus on pensions and investments. You will review pre‑sale files, check that recommendations are suitable and properly evidenced, and provide constructive feedback to advisers.
You will also engage with advisers directly, answering technical questions and discussing more unusual cases to ensure high-quality advice and robust evidence.
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Pensions Compliance File Reviewer (Hybrid) in North East employer: Exchange Street Claims & Financial Services
As a leading firm in the claims management sector, we pride ourselves on fostering a supportive and dynamic work culture that empowers our employees to excel. With a focus on professional development and a commitment to work-life balance, our remote positions offer flexibility while allowing you to manage high-value domestic claims across the vibrant Leeds and Yorkshire regions. Join us to be part of a team that values your expertise and provides ample opportunities for growth and advancement.
Contact Details:
Exchange Street Claims & Financial Services Recruitment Team
