Paraplanning Assistant

Role & responsibilities

Paraplanning Assistant

Joining the Mumbai office is an incredible opportunity to work closely with global stakeholders. Be part of the team and contribute to the foundation and culture of the firms growing operations in India. The Mumbai office operates with varying shifts to accommodate time zones around the world

Paraplanning Assistant

• 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).

Shift Timing

Preferred candidate profile

• Graduate / post-graduate in finance domain with 2-3 years of experience
• Prior experience of the UK financial services market to include UK pensions, investments and protection products will be a plus.
• I.T. literate and ideally have some working knowledge of one or more of the following 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. Strong organiser with the ability to prioritise tasks.
• Enjoy working within a team or at times as an individual whilst managing your own workflow and tasks independently and efficiently