Caroline Killin

Caroline Killin

Junior Accountant

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location of Caroline KillinLong Marston, England, United Kingdom

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  • Timeline

  • About me

    Independent Financial Adviser at Fairstone Group Ltd

  • Education

    • Bucks College of Higher Education

      1980 - 1981

      A level Economics

    • Lady Verney High School

      1976 - 1980

      O levels including Maths & English

  • Experience

    • Blackstone Franks Smith & Co

      Jul 1980 - Jan 1981
      Junior Accountant

      Preparation of basic VAT returns and cashbook reconciliations.

    • Equity & Law Life Assurance Society

      Jan 1981 - Jan 1985
      EPP Supervisor

      Supervisor for new business team within EPP department

    • D L Duggal & Co

      Jan 1985 - Jan 1986
      Life & Pensions Manager

      Supporting IFA in connection with the provision of financial services

    • Target Life

      Jan 1986 - Jan 1991
      Assistant Manager

      In charge of team of 20 administering EPP claims

    • Self-employed

      Jan 1991 - Jan 1992
      Freelance Groom
    • Old Mutual Limited

      Jan 1992 - Jan 1996
      Executive Pensions Manager

      Responsible for team of 6 providing existing business administration on EPPs

    • Prudential plc

      Jan 1996 - May 1998
      Customer Service Manager

      In charge of firstly S32 department and then SSAS department

    • William M Mercer

      May 1998 - Sept 2000
      Group Manager

      Responsble for department of 40 staff providing administration services on group defined benefit and defined contribution schemes.

    • Moorgate House PLC

      Jan 2002 - Jul 2002
      Pensions Operations Manager

      Reporting to the Operations Director, responsible for the day to day management of the SIPP and GPP departments

    • Self-employed

      Jul 2002 - Jan 2004

      Exercising horses and general stable management duties for both private owners and commercial yards Provision of child care for between 1 and 3 children aged between 10 and 28 months

      • Freelance Groom

        Jul 2002 - Jan 2004
      • Child Minder

        Jul 2002 - Jun 2003
    • Hase Osborne Asset Management Ltd

      Jan 2004 - Jul 2024
      Senior Administration Manager

      Reporting to the Managing Director, responsible for resolution of complex issues on existing SSAS & SIPP and technical support

    • Fairstone Group Ltd - a national financial advisory and wealth management group

      Nov 2017 - now

      Responsible for team of 6 paraplanners drafting recommendation reports, annual review reports and client valuations. Appraisals, recruitment, staff development, work management, technical support to advisers including calculation of penson annual allowances, CGT allowances etc

      • Independent Financial Advisor

        Jul 2024 - now
      • Paraplanner Manager

        Nov 2017 - Dec 2024
  • Licenses & Certifications

    • CII Financial Planning Certificate

      Chartered Insurance Institute
      Apr 1996
    • CII Level 4 Diploma in Regulated Financial Planning

      Chartered Insurance Institute
      Aug 2023
    • CII Level 4 Diploma in Financial Planning

      Chartered Insurance Institute
      Aug 2023
    • Regulatory

      Chartered Insurance Institute
      Sept 1995