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Consultant

Talk to Jason Tunney, the specialist consultant managing this candidate, located in Bournemouth

Contact consultant
ttelephone:01202 048 615
ffax:01202 299191
Ground Floor, Waverley House, 115 – 119 Holdenhurst Road, Bournemouth, Dorset, United Kingdom, BH8 8DY

Para Planner

Bournemouth

Job Type
Permanent
Pay
£30000+ depending on the role
Reference
1997503
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A well organised individual with the determination and drive to succeed in whatever he faces. With a wealth of experience in both Financial Services advice and technical roles, the individual can work well under pressure either as part of a team or individually. A reliable, hard working and extremely enthusiastic person who is willing to be both flexible and committed in achieving his goals. An ambitious individual, who, having now gained the relevant qualifications, technical knowledge and experience, is highly motivated and focused to progress into a new role with long-term prospects, for a chance to build a successful career.


Professional qualifications

Level & Qualification Date CII Points
Certificate
Financial Planning Certificate (FP1 – FP3) 2000 - 2001
CF8 – Long Term Care July 2013
CF9 – Pension Simplification April 2006
ER1 – Equity Release July 2014
Diploma
J01 – Personal Tax December 2008
J02 – Trusts January 2011
J04 – Pension Funding Options October 2007
J05 – Pension Income Options June 2008
J10 – Discretionary Investment Management June 2014
MAQ – Mortgage Advice Qualification August 2004
R01 – Financial Services, Regulation & Ethics November 2015
R02 – Investment Principles and Risk May 2011
R08 – Pensions Update August 2015
Advanced Diploma
AF1 – Personal Taxation and Trusts June 2016
AF3 – Pension Planning June 2013
AF4 – Investment Planning June 2012
AF5 – Financial Planning Process December 2013

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