Jobs

Interviews
Job Alerts
Tools

Upskill and Grow with AI

Mock Interview Practice interviews in realistic simulations

Coding Practice Improve your coding skills with challenges

Certification Earn certifications to validate your skills

AI Learning Get trained with AI expert sessions

Career Path AI insights for smarter career decisions

AI Job Match Score AI-Powered Job Match Against Your Resume and Optimize Your Resume

Career Tools and Resources

Resume Builder Build Professional Resume with Ease

ATS Friendliness Check Check Resume Friendliness for Applicant Tracking Systems

Auto Apply Apply to hundreds of jobs on any platform effortlessly

Co-Pilot (Chrome Extension) Your AI Assistant for Seamless Browsing Efficiency

Interview Questions Streamline interviews with ready-to-use questions

Salaries Discover market-driven salary insights across skillsets and geographies

Companies Explore leading companies actively hiring talent
For Employers

Home
>
Jobs in mumbai
>
Russell Investments
>
Analyst, Paraplanner

Analyst, Paraplanner

Russell Investments

1 - 2 years

2 - 6 Lacs

mumbai

Posted:1 day ago| Platform:

Apply

Skills Required

training financial reporting financial planning support services asset management taxation research financial services analytics investment

Work Mode

Work from Office

Job Type

Full Time

Job Description

The Adviser Support Hub Ltd is a UK based financial services business providing a range of outsourced administration support services to the UK Independent Financial Adviser market. TASH s primary service is Paraplanning support (collation of financial product data to enable the research of financial products, investment fund strategies, and preparation of financial suitability reports) to clients of Independent Financial Advisers across the UK.

As a Mumbai based Paraplanning Assistant you will be focused on supporting the UK based Paraplanning team in the following areas of their work:

UK Pensions (PPPs, SIPPs, GPPs, EPPs, Occupational).

UK Investments (ISAs, Bonds, Collectives, VCT, EIS).

UK Protection products (LTA, PHI, GLA, PMI).

UK Taxation (IHT, Corporate, Personal).

Candidate Requirements

Preferably have 1-2 years experience of the UK financial services market to include UK pensions, investments and protection products
I.T. literate and ideally have some working knowledge of one or more of the following research software systems: Selectapension, Synaptics, Defaqto, FE Analytics and Morningstar Workstation (although training will be provided)
Preferably have paraplanning experience within the UK market
Are motivated for a career within the financial services industry
Are a strong organiser with the ability to prioritise and have a positive self-motivated attitude
Have a keen eye for detail and a solid grasp of UK grammar
Can speak clear and fluent English
Enjoy working within a team or at times as an individual whilst managing your own workflow and tasks independently and efficiently
Are willing to keep up to date with UK based technical, taxation, legislation, product and provider changes

Responsibilities

The UK based Paraplanning team will assign work to the Mumbai based Paraplanning Assistant, who s specific daily duties will include:

Collation (via email/telephone) of UK pension and investment product data for analysis
Preparation of product research to support financial recommendations
Compile client facing research summary document to include the accurate presentation of data
New business document preparation
Financial report preparation
Business submission via online portals
Updating workflow management systems
Other duties as assigned

More Jobs at Russell Investments

Sr. Application Developer

Goregaon, Maharashtra, India

8 - 8 yrs

Salary: Not disclosed

MongoDB Engineer

Mumbai Suburban, Goregaon, Mumbai (All Areas)

2 - 5 yrs

INR 7 - 15 Lacs

Graduate Trainee, Global Operations

Mumbai

Experience: Not specified

Salary: Not disclosed

Senior Compliance Analyst

Mumbai

4 - 6 yrs

INR 5 - 9 Lacs

Business Continuity Analyst

Mumbai

2 - 4 yrs

INR 4 - 6 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

Russell Investments

Financial Services

Seattle

Login to

Please Verify Your Phone or Email

Confirm Action

Analyst, Paraplanner