ABOUT
Who are we?
Finnacle OSS specializes in offering support services to Independent Financial Advisory firms in the UK and Ireland.
We leverage our tenets of quality and innovation and offer value-added, high-quality outsourcing/offshoring services to our clients by combining technological skills, domain expertise, and focused processes that offer you the best of both worlds - low cost and improved efficiency.
Our 250+ team members work with more than 125 businesses (including IFA and accounting firms) across the UK and Ireland. With the latest technical knowledge and consistently upskilled abilities, our multidisciplinary professionals help Independent Financial Advisory firms achieve their productivity goals. This enables our clients to expand their services and benefit from the true potential of outsourcing.
Full-time or part-time employees of ours will closely and solely work for you remotely from Mumbai, India. Connect with us today to learn more about how we can support the growth of your business.
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Our Mission
Our mission is to become the backbone and capacity engine of IFA firms in the UK and Ireland, supporting their growth journey. We strive to deliver an exceptional outsourcing experience and establish long-lasting relationships based on trust, transparency, and integrity with our clients.
Our Vision
Our vision is to become the preferred outsourcing and offshoring partner for IFA firms across the globe.
SERVICES
Taking Your Business to
the Next Level
We understand that the world of finance is becoming increasingly competitive. Independent Financial Advisory firms in the UK need a competitive edge, an edge that we can provide.
Our services are divided into two categories: Admin tasks and Paraplanner tasks.
Admin Tasks
By entrusting your administrative tasks to us, you can focus on delivering exceptional service to your clients while we manage the behind-the-scenes operations seamlessly. Our team is committed to enhancing your productivity and enabling you to meet your business goals with confidence.
Letter Of Authority Process
Preparing Valuations / Policies in Force
Fee/Income Reconciliation
Writing Suitability Letters
Post Sale Process
Initiating Top-Ups Transactions
Generating Protection & Annuity Quotes / Reports
Chasing Wealth & Protection Pipeline
Initiating Withdrawals & Plan Amendments
Chasing Mortgage Pipeline & Updating Clients & Estate Agents
Updating Client Records using CRM systems
Adhoc Admin Tasks/Projects
Data Entry/Projects
Why Choose Us?
The Finnacle Advantage.
Alongside delivering expert services, working with Finnacle OSS offers the following additional benefits which make our outsourcing and offshoring service valuable and comprehensive:
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Offices - London & Mumbai
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UK Account Management
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Full-time, Part-time & PAYG models
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GDPR Compliant / ISO Certified
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Captive Set-up / Scalability
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Peer Review / Quality Assurance
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Up to 50% cost savings
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Elimination of all in-house costs
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Surge support: take on more clients with our support.
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Skip the labor laws & employee management hassle
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Custom-made staff, working under your direction.
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Regular collaboration with onshore teams
Finnacle Service Model
Our process is designed to be clear and efficient, guiding you from initial consultation through to ongoing support. Each step is carefully crafted to ensure smooth task management, effective communication, and high-quality outcomes. Discover how we work together to deliver the best results for your needs.
Understanding each step helps you see how we ensure thorough task management and clear communication at every stage. This transparency allows you to have confidence in our approach and assures you that we are dedicated to delivering high-quality results and exceptional support throughout our partnership.
CONTACT
Let’s Work Together
Reach out to us today to help take you and your business to the heights of your success!
Our Offices:
United Kingdom
Regus Business Center, 79 College Road, London United Kingdom, HA1 1BD
71-75 Shelton Street, Covent Garden, London,
United Kingdom.
India
Regus Business Complex, Level 15, Dev Corpora, Thane West, Mumbai
AK Estate, Besides Radisson Blu Hotel,
Goregaon West, Mumbai
Have any questions you’d like answered before getting on a call with us? Feel free to let us know!