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
Skills Required
- 1-2 years' experience of the UK financial services market (pensions, investments, protection products)
- IT literate
- Working knowledge of research software (Selectapension, Synaptics, Defaqto, FE Analytics, Morningstar Workstation)
- Paraplanning experience within the UK market
- Motivated for a career within the financial services industry
- Strong organiser with ability to prioritise and positive self-motivated attitude
- Keen eye for detail and solid grasp of UK grammar
- Clear and fluent English
- Ability to work in a team and independently while managing own workflow
- Willingness to keep up to date with UK technical, taxation, legislation, product and provider changes
Russell Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Russell Investments and has not been reviewed or approved by Russell Investments.
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Leave & Time Off Breadth — Time off starts at 20 days of vacation in year one (rising to 25 after four years) plus 10 paid holidays and nine sick days, which provides substantial leave coverage. Backup childcare and other leave supports add practical flexibility for life events.
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Retirement Support — A 401(k) company match up to 5% of eligible base salary, alongside access to select Russell Investments funds, offers a meaningful foundation for long‑term savings. This structure provides clear, predictable retirement support.
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Wellbeing & Lifestyle Benefits — Comprehensive medical coverage, employer HSA contributions, a Lifestyle Spending Account, and Modern Health access (10 counseling and 10 coaching sessions per year) strengthen overall wellbeing. These elements enhance total‑compensation value beyond base pay.
Russell Investments Insights
What We Do
Russell Investments is a leading outsourced CIO (OCIO) 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 87-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 the world’s sixth-largest investment adviser, with $1 trillion in assets under advisement (as of June 30, 2022) and $288.3 billion in assets under management (as of March 31, 2023) for clients in 32 countries. Headquartered in Seattle, Washington, Russell Investments has offices in 19 cities around the world, including London, New York, Toronto, Sydney, Tokyo, and Shanghai.
