Financial Administrator
3 weeks ago
“Ready for a New Challenge? Join a Team that Values Growth, Diversity and Success”.
Are you looking for an opportunity to start or progress your career in the financial industry?
Consenta (India) Outsourcing Pvt. Ltd., an insourcing/outsourcing company that works exclusively for our UK clients in the Wealth Management industry, seeks talented individuals to join our team as Financial Administrator.
As a Financial Administrator, your primary responsibility will be:
1. To produce client portfolio valuations,
2. Input data into our back-office software, and
3. liaise with investment houses in the UK over the phone and email.
You will also have the opportunity to learn more about fund research, writing client reports, and cashflows.
Ideally, we seek a candidate with a graduate or postgraduate degree in finance or 1-3 years of relevant experience. However, it’s not necessary, as for the right candidate, we will invest time and money to train you.
To be successful in this role, you must demonstrate fluency in spoken and written English, good analytical skills, and computer skills with knowledge of spreadsheets. You will be learning our
back-office system and working process and working with software like Intelligent Office, FE Analytics, Morning Star, O&M, and more.
Your roles and responsibilities will include:
1. Updating client details.
2. Liaising with clients and product providers
3. Creating clear and valid reports and recommendations for organisational use.
4. Preparing RWL (Reasons Why Letters) for clients.
5. Executing investment planning as per recommendations.
6. Liaise with providers for fund valuations,
7. Prepare client valuations.
8. Assist the research team with asset allocation based on the client’s goals and risk profile.
Consenta (India) Outsourcing Pvt. Ltd. offers a friendly and unpressured work environment where you can grow and develop your career.
In addition to a competitive salary, we offer 17 casual and 8 festive holidays, maternity pay, medical insurance, sick pay, a discretionary bonus scheme, a longevity bonus, and a Monday to Friday 10:00 am to 7:00 pm work schedule that includes an hour for lunch.
Are you ready for a new challenge, passionate about investing in your future and looking for a new challenge? In that case, we encourage you to apply for the Administrator and Fund Research Analyst position at Consenta (India) Outsourcing Pvt. Ltd. Let’s work together to build a better future for all of us.
Our Location Consenta (India) Outsourcing Pvt. Ltd. 407-408 Sears Tower, Gotri - Sevasi Main Road, Vadodara, Gujarat, India – 391101
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