
James Tomlinson
Company Director/ Financial Adviser
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About
I've worked in regulated sales all my life as well as running a lettings agents. I'm a level 6 pension specialist. Sold the lettings business 10yrs ago to a National, and the wealth business this last few years.
I had some time off to finish a renovation project. Looking for my next challenge. I'm not looking for another regulated role, I feel I have a lot to still offer. Very hardworking. I'm looking at doing something back office.
Prefer to work remote but open to offers in the Rotherham/ Sheffield area.
Experience
Mortgage/ Protection Adviser- market awareness and handling everything from initial enquiry to completion and everything back office/ compliance wise. Debt management and fact finding to establish client goals.
Financial Adviser- Complex regulated report writing and analysis- large bias on pension/ investment advice.
Lettings agent- Running busy practice in a market town.
Business owner.
Education
QualificationAward in Pension Transfers
Completed15 June 2017
QualificationCertificate in Long-Term Care Insurance
Completed25 July 2012
QualificationDiploma for Financial Advisers (2008-2024)
Completed19 January 2012
QualificationAdvanced CeMAP
Completed6 September 2010
QualificationCertificate in Mortgage Advice and Practice - Bridge
Completed1 September 1999
QualificationCertificate for Financial Advisers
Completed1 December 1998
QualificationCertificate in Financial Services Practice
