💼 Full-Time Position

Sr - Paraplanner

🏢
Valenta AI
📍 Bengaluru, Karnataka, India
📍
Location
Bengaluru, India
📅
Posted
June 02, 2026
Type
Full-Time
🎯

Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

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.