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James Tomlinson

James Tomlinson

Company Director/ Financial Adviser

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RotherhamMember since October 14, 2026
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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

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