Sarah Atkinson in

Sarah Atkinson

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Business Development Manager at Iress
📍 Richmond, England, United Kingdom

With over 20 years in financial services technology, Sarah is a Business Development Manager at Iress, specializing in helping financial advice firms streamline their processes with the right software. She holds a certification in Financial Planning from the Chartered Insurance Institute. Colleagues describe her as professional, knowledgeable, and a real team player.

Sarah describes herself as a warm and approachable "chatterbox. " She lives near the Yorkshire Dales, enjoys running, and loves adventures with her two teenage daughters, including holidays to Greece and attending concerts. She is a fan of the Gallagher brothers.

Interesting fact: She transformed from a self-described "total couch potato" to someone who now runs half-marathons for fun.

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Experience
26 Years
Current Role
Business Development Manager
Job Level
Middle
Location
Richmond, England, United Kingdom
Personality Overview

How Sarah shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Sarah cares about

Financial Advice Tech
Her entire career is dedicated to helping financial advice firms adopt and utilize back-office and CRM software like Iress Xplan to improve business outcomes.
AI in Wealth Tech
Actively engages in industry discussions, such as the NextWealth AI Lab, focusing on integrating AI with existing tech stacks for a single source of truth.
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Career

Work history

1-2025
Business Development Manager
Iress
9-2023 - 1-2025
Consulting Lead
Iress
3-2022 - 9-2023
AO to X - Programme Lead - Client Experience
Iress
1-2021 - 3-2022
Head of Account Management (Mid-Tier)
Iress
4-2020 - 1-2021
Manager - Training & Client Projects
Iress
In the press

Media appearances

Meet the team - Sarah Atkinson - Iress. Featured in Iress Blog
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Education
1996 - 1998
Education details unavailable
Richmond School
1991 - 1996
Education details unavailable
Saint Francis Xavier, Richmond
Financial Planning
Chartered Insurance Institute
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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