Senior Finance Coordinator
4 days ago
At Consenta (India) Outsourcing Pvt. Ltd., we are looking for a detail-oriented Financial Administrator to support our UK-based wealth managers.
About UsWe are Consenta, a leading provider of financial services. Our mission is to deliver exceptional client experiences through innovative solutions and expertise.
As a Financial Administrator at Consenta, you will play a vital role in supporting our team by updating client details, liaising with clients and product providers, and creating clear and valid reports and recommendations for organisational use.
Your Responsibilities- Updating client details
- Liaising with clients and product providers
- Creating clear and valid reports and recommendations for organisational use
- Preparing RWL (Reasons Why Letters) for clients
- Executing investment planning as per recommendations
- Liaising with investment houses in the UK for fund valuations, Prepare client valuations
- Assisting the research team with asset allocation based on the client's goals and risk profile
- Fund research, writing client reports, and cashflows
- Our back-office insourcing system and working process
- Working with software like Intelligent Office, FE Analytics, Morning Star, O&M, and more
- Competitive Salary + Bonuses
- 5-day Work Week (10:00 am to 7:00 pm including 1 hour lunch break)
- Medical Insurance
- Maternity Pay
- Sick Pay
- 17 Casual and 8 Festive Holidays
- Longevity Bonus
- A supportive, growth-focused work environment
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