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) -
.