File Checker
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File Checker - Business Quality A leading UK financial advice network is looking for a Business Quality Adviser to join its Supervision & Assurance team, reviewing advice files to make sure clients get good outcomes.
What you'll do
- Carry out pre
- and post-sale file reviews across Investments, Pensions, Mortgages and Insurance Assess suitability, affordability, capacity for loss, risk profiling and disclosure against COBS, MCOB, ICOBS, PROD and Consumer Duty Give clear, constructive feedback to …
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