Financial Administrator
3 weeks ago
**About Company**
We are an insourcing/outsourcing company that works exclusively for our UK clients who are in
Wealth Management industry.
**Job description**
So here is an exciting opportunity for you to work in a friendly and unpressured environment.
If you are thinking of joining us, then you will need to demonstrate.
1. Fluency in spoken and written English
2. Good analytical skills
3. Good computer skills with knowledge of spreadsheets
**Qualification**
Graduate or Postgraduate in Finance (Fresher or 1-3 years’ experience)
**Roles and Responsibilities**
- Learning our back-office system and working process.
- Working on software like Intelligent Office, FE Analytics, Morning Star, O&M etc.
- Perform qualitative and quantitative research on products relating to Life Insurance and
Mutual Funds (UK related)
- Input of client details, fact finds, liaising with client for information purposes.
- Input Insurance and Investment Contract information.
- Update number of units on purchases and switches.
- Production of quotations and research, including liaising with product providers.
- Create clear and useful reports and recommendations for organizational use.
- Detailed fund review, prepare investment proposal and write suitability reports.
- Preparing RWL (Reasons Why Letters) for clients.
- Execution of investment planning as per recommendations & Liaison with providers
- Quarterly performance review of clients Investments & sort out client’s queries
- Prepare fact find in advance of the meeting for consultant.
- Liaise with providers for fund valuations.
- Preparing client valuations.
- Assist the research team with asset allocation based on client’s goals, risk profile taking into consideration current portfolio.
- Any other duties that the company sees fit and relevant to the business requirement.
**Perks and Benefits**
Our and above the salary our benefits package includes
- 17 Casual and 8 Festive holidays
- Maternity Pay
- Medical Insurance
- Sick Pay
- Discretionary Bonus Scheme and Longevity Bonus
**Working Hours**
10:00am to 7:00 pm (includes an hour for lunch) Monday to Friday
**Our Location**
Consenta (India) Outsourcing Pvt. Ltd.
407-408 Sears Tower,
Gotri - Sevasi Main Road,
Vadodara, Gujarat, India - 391101
**Job Types**: Full-time, Regular / Permanent, Fresher
**Salary**: ₹200,000.00 - ₹300,000.00 per year
**Benefits**:
- Health insurance
- Paid sick time
Schedule:
- Day shift
- Monday to Friday
Supplemental pay types:
- Performance bonus
- Yearly bonus
Ability to commute/relocate:
- Vadodara, Padra, Gujarat: Reliably commute or planning to relocate before starting work (required)
**Education**:
- Master's (preferred)
**Experience**:
- total work: 1 year (preferred)
**Language**:
- Fluent English (preferred)
Work Location: One location
**Speak with the employer**
+91 9033004262
- Health insurance
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