Summary
Overview
Work history
Education
Skills
Timeline
Generic

Sarah Jane Ions

West Wickham,Bromley

Summary

Accomplished professional with a robust skill set in report writing and fact-finding, client trust building, and exceptional communication. Demonstrates expertise in estate planning, stakeholder liaison, and supportive client interactions. Proven track record of advocacy for vulnerability and consistent target achievement. Resilient in dynamic environments with strong self-motivation, decision-making aptitude, and efficient time management. Adept in debt management competence and leadership proficiencies. Committed to leveraging skills for continued professional growth and excellence in service delivery.

Overview

36
36
years of professional experience

Work history

Snr Equity Release Advisor

Key Advice
London/Sussex, Preston
07.2011 - 02.2025

Assessed client financial situations through in-person, phone, and video meetings.

Handled vulnerable clients with empathy and patience.

Gathered comprehensive personal information to identify specific needs and concerns.

Delivered tailored advice via detailed personal reports.

Ensured compliance with FCA regulations and Equity Release Council standards.

Collaborated with solicitors and lenders for accurate and swift completions.

Independent Financial Advisor

Barclays Bank
Croydon, Surrey
10.1988 - 06.2011

Acquired qualifications to become a qualified financial adviser while managing various roles.

Served as chief cashier in large branches, ensuring operational efficiency.

  • Provided independent financial advice since 1996 on investments, pensions, and tax planning.
  • Specialised in long-term care planning and complex investment strategies.

Education

Diploma in Financial Advice DIPFA - Diploma in Financial Advice DIPFA

.

Financial Planning Certificate (FPC1-3) -

.

CeMAP - Certificate in mortgage planning -

.

CF10 Certificate in long term care planning -

.

Certificate in Equity Release (CeRER) -

.

Skills

Report writing and fact-finding

Client trust building

Exceptional communication

Estate planning

Stakeholder liaison

Supportive client interactions

Advocacy for vulnerability

Consistent target achievement

Resilience in dynamic environments

Self-motivation

Decision-Making aptitude

Efficient time management

Debt management competence

Leadership proficiencies

Timeline

Snr Equity Release Advisor

Key Advice
07.2011 - 02.2025

Independent Financial Advisor

Barclays Bank
10.1988 - 06.2011

Diploma in Financial Advice DIPFA - Diploma in Financial Advice DIPFA

.

Financial Planning Certificate (FPC1-3) -

.

CeMAP - Certificate in mortgage planning -

.

CF10 Certificate in long term care planning -

.

Certificate in Equity Release (CeRER) -

.
Sarah Jane Ions