Job Description

Role & responsibilities As a Paraplanning Assistant , you will work very closely with your UK based colleagues and will be a valued member of a global team. Joining the Mumbai office is an incredible opportunity to work closely with global stakeholders. Be part of the team and contribute to the foundation and culture of the firms growing operations in India. The Mumbai office operates with varying shifts to accommodate time zones around the world As a 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). Shift Timing : 1.30 pm to 10.30 pm IST Preferred candidate profile Graduate / post-graduate in finance domain with 2-3 years of experience Prior experience of the UK financial services market to include UK pensions, investments and protection products will be a plus. I.T. literate and ideally have some working knowledge of one or more of the following 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. Strong organiser with the ability to prioritise tasks. Enjoy working within a team or at times as an individual whilst managing your own workflow and tasks independently and efficiently