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0.0 years
0 Lacs
pune, maharashtra, india
On-site
Skills required: UK Collections experience, preferably in Motor Vehicle. Experience in credit control, arrears calling or default management in the finance industry. Strong written and verbal communication skills. Attention to detail . Familiarity with forbearance, arrears management, and litigation processes. Strong grasp of FCA regulations, Consumer Credit Act, and GDPR Strong understanding of FCA regulations, insolvency procedures, and customer vulnerability protocols. Excellent communication, analytical, and problem-solving skills. Asset & Agreement Management. Financial Adjustments (Credit amendments, fee reversals, forbearance etc Responsibility: Identifying, managing and supervising r...
Posted 2 weeks ago
2.0 - 4.0 years
0 Lacs
ahmedabad, gujarat, india
On-site
Job Title - Paraplanner Job Description Preparation of Financial Plans: a) Assist advisers in preparation of suitability reports and annual review letters for clients. b) Prepare reports and recommendations covering areas such as pensions, investments, tax planning, and protection. Client Support: c) Liaise with financial advisers to understand client objectives. d) Gather and analyse client data to ensure recommendations are well-informed. Research & Analysis: e) Conduct detailed investment and pension research to identify suitable financial products and solutions. f) Keep up to date with changes in financial products, legislation, and compliance requirements. Administrative Tasks: g) Data ...
Posted 3 weeks ago
2.0 - 6.0 years
0 Lacs
ahmedabad, gujarat
On-site
As a Paraplanner at AccSource KPO Pvt. Ltd., your role will involve a variety of responsibilities to support financial advisers and ensure high-quality service delivery to clients. Here is an overview of what you can expect in this position: - Preparation of Financial Plans: - Assist advisers in preparing suitability reports and annual review letters for clients. - Prepare reports and recommendations covering areas such as pensions, investments, tax planning, and protection. - Client Support: - Liaise with financial advisers to understand client objectives. - Gather and analyze client data to ensure recommendations are well-informed. - Research & Analysis: - Conduct detailed investment and p...
Posted 3 weeks ago
3.0 - 7.0 years
0 Lacs
pune, maharashtra
On-site
Role Overview: You will be responsible for utilizing your UK Collections experience, particularly in the Motor Vehicle industry, to handle credit control, arrears calling, and default management in the finance sector. Your strong written and verbal communication skills, attention to detail, and familiarity with forbearance, arrears management, and litigation processes will be essential. Additionally, your understanding of FCA regulations, Consumer Credit Act, GDPR, insolvency procedures, and customer vulnerability protocols will be crucial in this role. Your excellent communication, analytical, and problem-solving skills will contribute to your success in this position. Asset & Agreement Man...
Posted 3 weeks ago
1.0 - 4.0 years
5 - 10 Lacs
ahmedabad, chennai, bengaluru
Work from Office
Job Description: UK-Based Paraplanner Job Title: Paraplanner Location: Bangalore/Chennai/Hyderabad Employment Type: Full-Time About the Role: We are seeking a detail-oriented and experienced Paraplanner to support our financial advisers in delivering exceptional financial planning and advice to clients. As a Paraplanner, you will play a key role in preparing comprehensive financial plans, conducting in-depth research, and ensuring compliance with UK financial regulations. Key Responsibilities: Preparation of Financial Plans: Assist advisers in preparation of suitability reports and annual review letters for clients. Prepare reports and recommendations covering areas such as pensions, investm...
Posted 1 month ago
1.0 - 5.0 years
0 Lacs
karnataka
On-site
As a Complaints Handler in our organization, your primary responsibility is to support the early-stage resolution of customer complaints. You will achieve this by conducting prompt and fair investigations, ensuring accurate documentation, and delivering excellent customer service. Your role is crucial in promoting a customer-first mindset, demonstrating strong communication skills, and supporting vulnerable customers in alignment with Consumer Duty principles. Additionally, you will contribute to continuous improvement initiatives and ensure compliance with regulatory standards under the guidance of senior team members. Your core responsibilities will include acknowledging and logging compla...
Posted 4 months ago
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