Years of experience: 9
ConsultingFinance
Trust Score
Exceptionally trusted; proven professional excellence.
Kostas's Career Path
May. 2024 -Present
The Openwork PartnershipMortgage & Financial Adviser
Leeds, England, United KingdomBeing a part of Creative Financial Management Ltd, an Appointed Representative of the OpenWork Partnership I can offer holistic Financial Advice including mortgage, protection, pensions and wealth management advice to individuals and small business owners. I strive to bring value over and above the fees that you will pay for advice, with over 10 years of experience in financial services worki...
Nov. 2022 -Mar. 2023
Amber RiverCompliance Manager
I joined Amber River East Anglia to take care of the control function of circa 30 staff including Financial Advisers and Support Staff. My duties are and not limited to the following:
• Implementing change through Improving systems and controls through relationship management
• Collaborated effectively to deliver a proposal to Executive Team concerning people change.
• Leadership, project man...
Apr. 2022 -Nov. 2022
Kleinwort HambrosWealth Planning Consultant (UHNW/HNW)
London, England, United Kingdom• Drafted sales pitches and presentations in conjunction with marketing for various tax-efficient investments, including Venture Capital Trusts, Enterprise Investment Schemes, Nil Rate Band Trusts, Discounted Gift Trusts, Loan Trusts, and Cashflow modelling by following sound economic principles showing sound commercial awareness. • Streamline processes by leading a project to construct RACI ...