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Paraplanning Assistant at Russell Investments - ApplyBlast

Paraplanning Assistant

Russell Investments

11 days ago

3.5 on Glassdoor

Mumbai, Maharashtra, India

Onsite

Full Time

Junior

0 applicants

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About this role

The Paraplanning Assistant role supports the UK-based Paraplanning team by collating financial product data, conducting research on investments and pensions, and preparing financial suitability reports for clients. This position involves managing workflow independently, maintaining detailed records, and staying current with UK financial regulations and product changes. The role offers opportunities for professional development through supported UK financial planning exams.

Responsibilities

Collate UK pension and investment product data for analysis
Prepare product research and financial reports to support recommendations
Compile client-facing research summaries and manage business submissions

Skills

About Russell Investments

russellinvestments.com

Headquarters

Seattle, Washington, United States

Company Size

1001-5000 employees

Founded

1936

View Profile

Russell Investments is a global investment solutions partner serving institutions, financial advisors, and individual investors across multiple countries. The firm specializes in research-led, multi-asset investment strategies aimed at helping clients build better portfolios. Russell Investments operates across the Americas, EMEA, and Asia Pacific regions, catering to a wide range of investor types including institutional investors, financial professionals, and individuals.