Senior Finance Coordinator

4 days ago


Vadodara, Gujarat, India Consenta Insourcing Full time

At Consenta (India) Outsourcing Pvt. Ltd., we are looking for a detail-oriented Financial Administrator to support our UK-based wealth managers.

About Us

We 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
Your Growth Opportunities
  • 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
What We Offer
  • 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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