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🥝 Sr - Paraplanner
Valenta AI | Bengaluru, India | Posted June 02, 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.
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