Sr - Paraplanner

Valenta AI

Full-time Business Operations Specialists
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Location
Bengaluru, Karnataka, India
Posted
June 13, 2026

Job Description

Shift: 7.30 am to 4.30pm

Role Dimensions

  • Understanding concepts of financial planning.
  • Understanding various super, pension, investment and insurance related laws and terminologies.
  • Preparation of high quality Statement of advice documents containing the recommendations of the advisor and the details of the client for presenting to the clients.