Alexandros Kourtis
Crawley,West Sussex
Summary
Financial services professional with extensive experience in investment administration, asset transfers, and supporting advisers in client servicing. Strong knowledge of pensions, investments, ISAs, and estate planning fundamentals, with a proven ability to liaise with providers and manage complex client processes. Skilled in data analysis, management information, and performance tracking, while maintaining high standards of compliance with FCA requirements. Known for excellent communication skills, professionalism in handling sensitive client data, and the ability to work effectively under pressure. Currently progressing towards Chartered Financial Planner status, demonstrating commitment to long-term career development.
Overview
7
7
years of professional experience
2
2
years of post-secondary education
Work history
Client service executive
Saunderson House/Rathbones
London
10.2021 - 08.2025
- Prepared comprehensive financial advice on investments, pension planning, and estate matters efficiently.
- Supported advisory teams in executing client relationship strategies to enhance service delivery.
- Ensured compliance with regulatory and legal requirements in all undertaken tasks.
- Facilitated the execution of client service strategies to uphold high management standards for existing clients.
- Assured high-quality control by verifying documentation and record-keeping for client work.
- Participated in key projects, including recent asset migration initiatives across the business.
- Liaised with providers and third parties for account openings and monthly valuation data collection.
- Conducted Anti-Money Laundering checks using smart search for client verification.
- Arranging client account openings, closures and transfers in and monitoring progress.
Investment Administrator
Willis Towers Watson
Redhill
06.2019 - 10.2021
- Monitored receipt of all corrective deal requests and transactions from Trustee bank accounts.
- Processed complex profit/loss calculations using advanced Excel formulae, including Vlookup and Sumifs.
- Responded to queries from Investment Managers and internal stakeholders to ensure clarity.
- Assisted with analysis of DC bank accounts and prepared monthly cash reconciliations.
- Ensured monthly unit reconciliations aligned core database with investment manager valuation reports.
- Facilitated preparation and resolution of pre-transition data cleaning reports.
- Managed own workload effectively while maintaining accurate data in the core administration system.
- Delivered project-related work in accordance with service level agreements, meeting tight deadlines.
Underwriter
PSA Finance
Redhill
06.2018 - 11.2018
- Monitored Underwriting queue to ensure timely processing of proposals.
- Took relevant actions on blocked queues to facilitate entry into underwriting.
- Underwrote credit transactions within personal lending authority limits.
- Recommended actions for cases exceeding personal lending authority.
- Advised dealer network of decisions through GP communications.
- Engaged in negotiations with dealer network and Peugeot/Citroen sales force as necessary.
- Ensured compliance with Data Protection Act and Money Laundering policy.
- Identified system inadequacies and proposed enhancements to improve performance.
Education
Investment Operations Certificate -
CISI
Chartered Insurance Institute Level 4 -
CII
Advanced Diploma in Financial Planning -
CII
A-Levels - ICT & Business Studies & Travel and Tourism
Holy Trinity School
09.2011 - 05.2013
Skills
- Ability to manage workloads effectively under time pressure
- Supporting advisers in delivering outstanding client outcomes
- Strong written and verbal communication skills
- Team collaboration and ability to train/support colleagues
- High integrity and professionalism in handling sensitive client data
- Knowledge of pensions, investments, ISAs, and estate planning fundamentals
- Strong understanding of FCA compliance requirements and record-keeping standards
- Experience with investment administration and asset transfers
- Preparing MI (management information) and performance analytics
- Confident in building professional relationships with clients and providers
- Supporting advisers with fact-finding and information gathering
Languages
English
Native
Greek
Intermediate
References
References available upon request.
Timeline
Client service executive
Saunderson House/Rathbones
10.2021 - 08.2025
Investment Administrator
Willis Towers Watson
06.2019 - 10.2021
Underwriter
PSA Finance
06.2018 - 11.2018
A-Levels - ICT & Business Studies & Travel and Tourism
Holy Trinity School
09.2011 - 05.2013
Investment Operations Certificate -
CISI
Chartered Insurance Institute Level 4 -
CII
Advanced Diploma in Financial Planning -
CII
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