kris charalambides

St James Place Wealth Management are a FTSE-100 wealth management business. SJP offers personalised advice that covers financial, investment and tax planning. My role was to undertake product research, obtain illustrations and use analytical software to review a client’s existing arrangements. It was also my responsibility to facilitate the smooth processing of the business whilst also taking responsibility for preparing and maintaining detailed client files and records.

IMSFX are global leaders in FX, risk management and payments services anywhere in the world. We are the UK markets arm of Finatext Group, one of the most heavily backed pan-Asian tech disruptors who have grown to be the biggest Privately owned Fintech company in Japan. Our strong financial backing and ties to some of the largest institutions across the globe have seen us create deep rooted partnerships with the likes of Thompson Reuters, GMO Click, MUFG, The University of Tokyo, Bank of Japan and more. My role at IMSFX allows me to offer structured FX management solutions to protect your business against currency movements and protect your profit margins. I have the ability through IMS to offer deep liquidity, tight pricing, expertise and services not available to our competitors.

* Working for a Financial Services Advisory firm (part of Openwork formerly known as Zurich). I advised on Mortgage Planning, Life Insurance and General Insurance. * Offering a Range of Financial Services to HNW clients * Advising on Mortgage Products, Life and General Insurance * Identifying Business Opportunities and referring to Practice Principal * Regularly exceeding sales targets * Adhering to FSA regulation and compliance

Activities and Societies: CeMAP Certtificate in Mortgage Advice and Practice CeER Certificate in Equity Release