Katie Wilkinson
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Katie Wilkinson Email & Phone Number

Equity Release Lifetime Mortgage and Later Life Lending Specialist at Viva Retirement Solutions
Location: Tonbridge, England, United Kingdom 12 work roles 4 schools
1 phone found area 797 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Direct phone (797) ***-****
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Current company
Role
Equity Release Lifetime Mortgage and Later Life Lending Specialist
Location
Tonbridge, England, United Kingdom
Company size

Who is Katie Wilkinson? Overview

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Quick answer

Katie Wilkinson is listed as Equity Release Lifetime Mortgage and Later Life Lending Specialist at Viva Retirement Solutions, a with 20 employees, based in Tonbridge, England, United Kingdom. AeroLeads shows phone signal with area code 797 and a matched LinkedIn profile for Katie Wilkinson.

Katie Wilkinson previously worked as Equity Release Lifetime Mortgage & Later Life Lending Specialist at Viva Retirement Solutions and Lifetime Mortgage/Equity Release Advisor & Team Leader at Onefamily. Katie Wilkinson holds Cfa, Financial Advice & Mortgages from Chartered Insurance Institute.

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Email format at Viva Retirement Solutions

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Viva Retirement Solutions

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Profile bio

About Katie Wilkinson

Katie Wilkinson is a Equity Release Lifetime Mortgage and Later Life Lending Specialist at Viva Retirement Solutions. She possess expertise in sales, financial services, customer service, time management, leadership and 34 more skills.

Listed skills include Sales, Financial Services, Customer Service, Time Management, and 35 others.

Current workplace

Katie Wilkinson's current company

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Viva Retirement Solutions
Viva Retirement Solutions
Equity Release Lifetime Mortgage and Later Life Lending Specialist
Tonbridge, GB
Employees
20
AeroLeads page
12 roles

Katie Wilkinson work experience

A career timeline built from the work history available for this profile.

Equity Release Lifetime Mortgage & Later Life Lending Specialist

East Sussex, England, United Kingdom

Helping people over 55 unlock the equity in their hard earned property so that they can achieved their financial and life goals.Whole of market specialist advice for a fixed fee that is only paid upon successful completion and once the funds are released.Homeowner and thinking of raising money against your current or a new property? Get in touch for an informal initial chat about what you’re hoping to get out of the money you can access.Introducers - Get in touch about why I’m a 100% 5* rated advisor, and how you can earn a lucrative income stream by helping more of your own customers/friends/family/colleagues/neighbours! Let’s collaborate 😊👍

Lifetime Mortgage/Equity Release Advisor & Team Leader

Remote

Jul 2021 - Mar 2023

Lifetime Mortgage/Equity Release Advisor

Remote

Jan 2021 - Jun 2021

Business Development Manager - Equity Release/Lifetime Mortgages

London, United Kingdom

Jan 2020 - Dec 2020

Mortgage Services Manager (Cii Qualified)

Sequence Uk Ltd Incorporating Barnard Marcus - Brown & Merry - Fox & Sons - William H Brown

Bexhill, East Sussex, United Kingdom

Jul 2016 - Jan 2020

Senior Mortgage Consultant (Cii Qualified)

Sequence Uk Ltd Incorporating Barnard Marcus - Brown & Merry - Fox & Sons - William H Brown

Bexhill, East Sussex, United Kingdom

Jun 2015 - Jun 2016

Candidate Manager

Kirkham Young Ltd

Kirkham Young is a highly specialist recruitment agency, dedicated to the commercial healthcare and scientific markets. The specialist medical and scientific sales recruitment teams provide a diverse range of companies operating in the medical, laboratory and healthcare arena with permanent sales, marketing, management and technical/clinical support staff.As Candidate Manager at Kirkham Young LTD I was responsible for sourcing the highest calibre of candidates available within the medical and scientific sectors; and helping place them in new and exciting roles which suit, or expand upon, their current skill set. I waa the first point of contact for all new job inquiries and registrations so that we could help in candidate job searches.Working with Blue Chip global organisations through to small start up operations, we had an enviable list of clients who manufacture and market a diverse range of healthcare and scientific products - high tech capital equipment, innovative devices and a broad selection of disposables/ consumables.

Mar 2013 - Sep 2013

Senior Customer Service Agent

Hastings, East Sussex

Oct 2012 - Mar 2013

Customer Service Manager

Responsible for managing a team of 10-12 advisors within Saga's insurance call centre. Training and coaching staff on sales skills to ensure company targets were met and completing compliance monitoring and administration.Courses Undertaken:‘Learn to lead’, A two month programme which cultivated and advanced managerial skills. The course provided insight into the key challenges faced in general management and how best to overcome them; also including the key skills, abilities and attributes that should be sought in order to successfully lead associates and gain respect as well as results‘Money Money Money’, A voluntary teaching programme for adolescents in order to assess and question spending habits and how to be financially savvy after finishing education.‘Power to Inspire’ (Based on the teachings of Dr. Sukhwant Bal), A course on motivating and encouraging staff members in order to get the most positive results.

Mar 2012 - Sep 2012

Service Delivery Agent

Hastings, East Sussex

Saga offer a wide range of competitively priced insurance products exclusively for the Over 50s. As an advisor I dealt with inbound and outbound calls to existing home insurance and car insurance customers to ensure the best service was being provided and ensuring customers were aware of our full range of products, Upselling additional add-ons or other services where needed. Also dealing with complaint calls/procedures and supporting managers in their absence.Customer service 'Advisor of the year' Award 2011-12'Top Producer' Award 2011-12

Jan 2011 - Mar 2012
Team & coworkers

Colleagues at Viva Retirement Solutions

Other employees you can reach at vivaretirementsolutions.co.uk. View company contacts for 20 employees →

4 education records

Katie Wilkinson education

Cfa, Financial Advice & Mortgages

Chartered Insurance Institute

CII Level 3 Certificate in Mortgage Advice (QCF) CF1 Financial Services CF6 Mortgage Advice ER1 Equity Release

Education record

Helenswood Sixth Form

A-level - History B A-level - English literature B A-level - Business studies B AS (GCE) - Economics A AS (GCE) - English literature.

Education record

Helenswood School For Girls

GCSE - English literature A* GCSE - English language A* GCSE - Business studies A* GCSE - Religious education A* GCSE - History A GCSE.

FAQ

Frequently asked questions about Katie Wilkinson

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What company does Katie Wilkinson work for?

Katie Wilkinson works for Viva Retirement Solutions.

What is Katie Wilkinson's role at Viva Retirement Solutions?

Katie Wilkinson is listed as Equity Release Lifetime Mortgage and Later Life Lending Specialist at Viva Retirement Solutions.

What is Katie Wilkinson's phone number?

AeroLeads has found 1 phone signal(s) with area code 797 for Katie Wilkinson at Viva Retirement Solutions.

Where is Katie Wilkinson based?

Katie Wilkinson is based in Tonbridge, England, United Kingdom while working with Viva Retirement Solutions.

What companies has Katie Wilkinson worked for?

Katie Wilkinson has worked for Viva Retirement Solutions, Onefamily, Canada Life, Sequence Uk Ltd Incorporating Barnard Marcus - Brown & Merry - Fox & Sons - William H Brown, and Kirkham Young Ltd.

Who are Katie Wilkinson's colleagues at Viva Retirement Solutions?

Katie Wilkinson's colleagues at Viva Retirement Solutions include Robert Polworth Cemap Cerer, Elizabeth Murley, Stephanie Miles Cerer Cemap Cergi Csp, Kerry Quirke, and Roy Tozer.

How can I contact Katie Wilkinson?

You can use AeroLeads to view verified contact signals for Katie Wilkinson at Viva Retirement Solutions, including work email, phone, and LinkedIn data when available.

What schools did Katie Wilkinson attend?

Katie Wilkinson holds Cfa, Financial Advice & Mortgages from Chartered Insurance Institute.

What skills is Katie Wilkinson known for?

Katie Wilkinson is listed with skills including Sales, Financial Services, Customer Service, Time Management, Leadership, Team Management, Start Ups, and Team Leadership.

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