Analyst- Paraplanner Job in Mumbai at Russell Investments

Russell Investments is hiring for the role of Analyst- Paraplanner!

Responsibilities of the Candidate:

• 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

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