Sr - Paraplanner

Valenta AI • Bengaluru, Karnataka • Posted June 16, 2026

About the Role

            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.