Build Your Career in Finance, Join us at Consenta (WFO) We’re looking for Financial Administrators at Consenta (India) Outsourcing Pvt. Ltd. to support UK-based wealth managers. If you're detail-oriented, eager to learn, and fluent in English, this role is for you! Ideal Candidates should have a learning and growth mindset. We believe that skills can be learnt but attitude & mindset cannot. We will invest time and money in on-the-job training. Preferable: A graduate or postgraduate degree in finance or 1-3 years of relevant experience. Benefits of working with Consenta: ● 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 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 investment houses in the UK for fund valuations, 7. Prepare client valuations. 8. Assist the research team with asset allocation based on the client’s goals and risk profile. You will also be learning: ● 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. Location: Work from Office - Consenta (India) Outsourcing Pvt. Ltd. 407-408 Sears Tower, Gotri - Sevasi Main Road, Vadodara, Gujarat, India – 391101 Show more Show less
Build Your Career in Finance, Join us at Consenta (WFO) We’re looking for Financial Administrators at Consenta (India) Outsourcing Pvt. Ltd. to support UK-based wealth managers. If you're detail-oriented, eager to learn, and fluent in English, this role is for you! Ideal Candidates should have a learning and growth mindset. We believe that skills can be learnt but attitude & mindset cannot. We will invest time and money in on-the-job training. Preferable: A graduate or postgraduate degree in finance or 1-3 years of relevant experience. Benefits of working with Consenta: 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 Your roles and responsibilities will include: 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. Liaise with investment houses in the UK for fund valuations, Prepare client valuations. Assist the research team with asset allocation based on the client’s goals and risk profile. You will also be learning: 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. Location: Work from Office - Consenta (India) Outsourcing Pvt. Ltd. 407-408 Sears Tower, Gotri - Sevasi Main Road, Vadodara, Gujarat, India – 391101
Build your career in finance by joining Consenta (WFO). We are currently seeking Financial Administrators at Consenta (India) Outsourcing Pvt. Ltd. to provide support to UK-based wealth managers. If you possess a keen eye for detail, a strong willingness to learn, and proficient English language skills, this opportunity is tailored for you! As an ideal candidate, we value individuals with a growth-oriented mindset. At Consenta, we firmly believe that skills can be acquired through training, but one's attitude and mindset are intrinsic qualities. We are committed to investing time and resources in on-the-job training to nurture your potential. Preferred qualifications include a graduate or postgraduate degree in finance or relevant experience ranging from 1 to 3 years. Working with Consenta offers a range of benefits, such as a competitive salary with bonuses, a 5-day work week from 10:00 am to 7:00 pm including a 1-hour lunch break, medical insurance coverage, 17 casual leaves, 8 festive holidays, a longevity bonus, and a supportive work environment that fosters growth. Your responsibilities within the role will encompass tasks such as updating client details, communicating with clients and product providers, generating clear and actionable reports and recommendations for organizational use, preparing Reasons Why Letters (RWL) for clients, implementing investment plans based on recommendations, coordinating with investment houses in the UK for fund valuations, creating client valuations, and assisting the research team in asset allocation according to client objectives and risk profile. Additionally, you will have the opportunity to expand your knowledge in fund research, crafting client reports, managing cashflows, understanding our back-office insourcing system and workflow, as well as utilizing software tools like Intelligent Office, FE Analytics, Morning Star, O&M, and more. The position is based at Consenta (India) Outsourcing Pvt. Ltd., located at 407-408 Sears Tower, Gotri - Sevasi Main Road, Vadodara, Gujarat, India 391101. Join us in shaping your future in the dynamic field of finance with Consenta!,
Build Your Career in Finance, Join us at Consenta (WFO) Were looking for Financial Administrators at Consenta (India) Outsourcing Pvt. Ltd. to support UK-based wealth managers. If you&aposre detail-oriented, eager to learn, and fluent in English, this role is for you! Ideal Candidates should have a learning and growth mindset. We believe that skills can be learnt but attitude & mindset cannot. We will invest time and money in on-the-job training. Preferable: A graduate or postgraduate degree in finance or 1-3 years of relevant experience. Benefits of working with Consenta: 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 Your roles and responsibilities will include: 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. Liaise with investment houses in the UK for fund valuations, Prepare client valuations. Assist the research team with asset allocation based on the clients goals and risk profile. You will also be learning: 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. Location: Work from Office - Consenta (India) Outsourcing Pvt. Ltd. 407-408 Sears Tower, Gotri - Sevasi Main Road, Vadodara, Gujarat, India 391101 Show more Show less