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VerifiedFinancial Services· Founded 2018

Consenta Insourcing

For most Independent Financial Advisers (IFAs) in the UK, it feels like there simply aren’t enough hours in the day to finish all the administrative tasks and paperwork in time. This is where Consenta Insourcing steps in—not just as another service provider, but as an empathetic and trusted partner committed to making IFA lives easier and to let them focus on what they do best, providing superb financial advice. We do this by taking end-to-end responsibility for all of your back-and-middle-office admin work for you. Our mission is simple, to be an extension of your team, enabling you to focus on client relationships and growth. We see a future where financial advisers spend less time on compliance and more time building meaningful client relationships. And we’re on our way of realising this vision by providing empathetic and efficient back and middle-office support. Our philosophy is built on a foundation of trust, collaboration, and excellence. We offer a comprehensive suite of services which enable IFAs of any size in the United Kingdom to enhance their productivity & save costs at the same time: 1. Paraplanning and Support Services 2. Client Reviews 3. Fund Research and Reporting 4. Administrative Services 5. Accounts and Finance Management 6. IT Services If you wish to save a lot of time and money by delegating your back & middle office admin work, we’re here to help you do that.

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HeadquartersVadodara, IndiaEmployees18(1 to 10)Founded year2018Websiteconsenta.co.inLinkedIn profileLinkedIn

Verified contacts

13

available on Kipplo

LinkedIn employees

18

1 to 10 range

Open roles

no listings

Distinct roles

9

indexed titles

Tech stack

0

tools in use

Monthly traffic

organic / mo

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Top roles at Consenta Insourcing

9 distinct titles indexed · top 9 shown.

  • 3financial administrator
  • 3paraplanner
  • 1administrative assistant
  • 1director
  • 1finance and accounts adminstrator
  • 1fund research analyst
  • 1research analyst
  • 1service manager
  • 1sr software developer

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