Financial Administrator

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:

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 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: