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Sr - Paraplanner

Valenta AI | Bengaluru, India | Posted June 02, 2026

Position Overview

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.

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