Russell Investments
Financial Services
Analyst,Paraplanner
Neural analysis suggests this role is
optimal for Entry candidates.
“Analyst, Paraplanner at Russell Investments. Skills: Paraplanning, Financial product data collation, Financial suitability reports, UK Pensions, UK Investments, UK Protection products, UK Taxation. Collation (via email/telephone) of UK pension and investment product data for analysis. Preparation of product research to support financial recommendations”
Industry & Context.
Shift: EMEA (1: 30 pm - 10: 30 pm IST) (India)
What They're Looking For.
Must Have
1-2 years’ experience of the UK financial services market, UK pensions, UK investments, UK protection products, I. T. literate, Speak clear and fluent English
Nice to Have
Some working knowledge of one or more of the following research software systems: Selectapension, Synaptics, Defaqto, FE Analytics and Morningstar Workstation, Paraplanning experience within the UK market
What You'll Do.
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
How You'll Work.
Team & Collaboration
Work closely with global stakeholders; Support the UK based Paraplanning team; Work within a team
Communication Scope
Speak clear and fluent English; Collation (via email/telephone)
Process & Methodology
Ability to prioritise, Managing your own workflow and tasks independently and efficiently
Full Job Description
# 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 $962 billion in assets under advisement (as of December 31, 2025) and $376.9 billion in assets under management (as of December 31, 2025) 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 has opened a new office in Mumbai, India in June 2023. Joining the Mumbai office is an incredible opportunity to work closely with global stakeholders to support the technology and infrastructure that drives the investment and trading processes of a globally recognized asset management firm. Be part of the team based out of Goregaon (East) and contribute to the foundation and culture of the firm’s growing operations in India. The Mumbai office operates with varying shifts to accommodate time zones around the world. For more information, please visit . # 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 s
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