Offshore Staffing for Financial Services & Advisory
Our flagship service, Offshore Staffing Resources, provides remote professionals from India who can work at your time zone.
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Outsourcing Solutions
Offshore salary calculator
Disclaimer: Indicative costs based on market data and typical service fees. Actual costs, including recruitment, hardware/software, may vary based on the client’s requirements.
Offshore Staffing for Financial Services & Advisory
We help financial advisory firms and planners build dedicated offshore teams in India who integrate seamlessly into your client services operations. You define their scope, processes, and reporting, giving you scalable support for client management while your senior team retains full oversight.
The smarter way to build offshore teams in India
4S delivers a dedicated team in India that functions as a true extension of your operations, fully aligned to your processes and standards — without the burden of local hiring, office infrastructure, payroll management, or compliance administration.
Staff who work UK hours
Staff who work UK hours
We can provide staff who work UK time zones, including full UK business hours where required.
Cost effective hiring
Cost effective hiring
Offshore hiring is typically around 40 to 60 percent cheaper than hiring locally in the UK. Exact savings depend on the role and seniority.
Experience in your tools
Experience in your tools
Staff proficient in CRM systems (e.g., Wealthbox, Redtail), compliance software, Excel, and portfolio tools, ready to access your platforms.
Roles we can provide for accountancy and finance
Select a role to see typical responsibilities, common tools and the vacancy form.
Bookkeeper
Accounts Payable and Accounts Receivable Specialist
Payroll Specialist
Tax Prep and Compliance Associate
Practice Operations and Client Onboarding
Roles we can provide for Financial Services & Advisory
Select a role to see typical responsibilities, common tools and the vacancy form.
Bookkeeper
Accounts Payable and Accounts Receivable Specialist
Tax Prep and Compliance Associate
Tax Prep and Compliance Associate
Tax Prep and Compliance Associate
Practice Operations and Client Onboarding
Paraplanner / Investment Support Analyst
Paraplanner / Investment Support Analyst
We recruit and manage offshore paraplanning and investment support staff who join your team and support your advice process under your direction
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Client Services Administrator
Client Services Administrator
We recruit and manage offshore client services administrators who join your team and support your client servicing workload under your direction.
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Mortgage Case Manager / Mortgage Administrator
Mortgage Case Manager / Mortgage Administrator
We recruit and manage offshore mortgage case managers and administrators who join your team and support your mortgage workflow under your direction.
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Compliance and File Review Analyst
Compliance and File Review Analyst
We recruit and manage offshore compliance and file review analysts who join your team and support your compliance workflow under your direction.
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Data and Reporting Analyst
Data and Reporting Analyst
We recruit and manage offshore data and reporting analysts who join your team and support your reporting workload under your direction.
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Portfolio Reporting Analyst
Portfolio Reporting Analyst
We recruit and manage offshore portfolio reporting analysts who join your team and support portfolio reporting under your direction.
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Tell us about the role you need
Share a few details about your vacancy and ideal candidate profile, and we will come back with a tailored offshore staffing proposal and shortlisting plan.
Supporting Multiple Sectors with Dedicated Remote Talent
We understand that every sector has its own demands, compliance requirements, and pace of delivery. That’s why we match you with professionals who not only bring the right skills, but also the right industry experience, ensuring they can contribute from day one.
AI tools & Automation
- Lead Generation
- Business Prospecting
- Marketing Strategies
- AI Chatbots
- Automated Document Processing
Accountancy Firms
- Qualified chartered accountants
- Invoice processing specialists
- Bookkeeping professionals
- Management accountants
- Data cleansing experts
- Database management technicians
Small and Medium Enterprises
- Administrative professionals
- Customer service representatives
- Data engineers
- Technical documentation writers
- Process specialists
- Any role suitable for remote delivery
Financial Services
- Back Office Administrative Support
- IFA & Mortgage Administration
- Investment Processing
- Income Reconciliation Compliance Documentation
- Database management technicians
Digital Marketing & Development
- Web & Mobile App Development
- SEO & Paid Advertising
- Social Media & Content Management
- Digital Marketing Strategy & Execution
IT Companies
- Software developers
- Support engineers
- Quality assurance specialists
- Technical documentation writers
- IT infrastructure support
Accountancy Firms
- Qualified chartered accountants
- Invoice processing specialists
- Bookkeeping professionals
- Management accountants
- Data cleansing experts
- Database management technicians
Financial Services
- Back Office Administrative Support
- IFA & Mortgage Administration
- Investment Processing
- Income Reconciliation
- Compliance Documentation
IT Companies
- Software developers
- Support engineers
- Quality assurance specialists
- Technical documentation writers
- IT infrastructure support
Digital Marketing & Development
- Web development
- Mobile app development
- Search Engine Optimisation (SEO)
- Social media management
- Paid advertising campaigns
- Digital marketing strategists
- Content creation specialists
Small and Medium Enterprises
- Administrative professionals
- Customer service representatives
- Data engineers
- Technical documentation writers
- Process specialists
- Any role suitable for remote delivery
AI Tools & Automations
- Lead Generation
- Business Prospecting
- Marketing Strategies
- AI Chatbots
- Automated Document Processing