Analyst, Paraplanner

Reporting To:

Senior Manager, Fund Administration

Shift:

EMEA (1:30 pm - 10:30 pm IST) (India)

About Russell Investments, Mumbai:

Russell Investments is a leading outsourced financial partner and global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 90-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm is “Top 12 Ranked Consultant (2009-2024)” in P&I survey 2024 with $964 billion in assets under advisement (as of December 31, 2025) and $381.8 billion in assets under management (as of March 31, 2026) for clients in 30 countries. Headquartered in Seattle, Washington in the United States, Russell Investments has offices around the world, including London, New York, Toronto, Sydney, Tokyo, Shanghai, and Mumbai.

Joining our Mumbai office means becoming part of a globally connected team where associates collaborate across functions, geographies, and time zones to support the work of a globally recognized asset management firm. Based in Goregaon (East), you will have the opportunity to work alongside colleagues around the world, contribute to meaningful initiatives, and build your career in a collaborative and inclusive environment. The Mumbai office operates with varying shifts to support collaboration across global time zones.

For more information, please visit https://www.russellinvestments.com .

Job Description:

About The Adviser Support Hub (TASH) and associated companies

The Adviser Support Hub Ltd (TASH) is a subsidiary of the On-Line Partnership Group Limited (OPGL), who are owned by Russell Investments Services Limited.

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

Full training on all relevant product and research software systems will be provided to you by the UK based Paraplanning team, who will also be available to assist with any queries that you may have.

Career Opportunity

It is the company’s intention to support successful candidates through a series (6 x RO exams) of UK based financial planning exams accredited to the Chartered Insurance Institute (CII), which will achieve a Level 4 Diploma in Regulated Financial Planning:

RO1 Financial services, regulation, and ethics

RO2 Investment principles and risk

RO3 Personal Taxation

RO4 Pensions and retirement planning

RO5 Financial protection

RO6 Financial planning practice