Job Information Industry Financial Services Current Openings 1 Job Type Full time Work Experience 3-4 years Date Opened 09 18 2025 Salary INR 5 00 000 p a onwards City Bangalore North State Province Karnataka Country India Zip Postal Code 560097 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 Preparation of cash super pension and investment projections Prepare various Super insurance pension and investment comparisons to assist the financial advisors Collating client data and product information from providers Documenting of all reports and correspondence Preparing financial calculations and detailed cashflow projections for different scenarios Identify and obtain information necessary to complete financial plan Conduct need-analysis for all financial planning clients including insurance investments retirement tax etc Conduct in-depth portfolio analysis to provide client advice regarding portfolio structure and risk analysis Prepare investment strategy charts and investment applications Call Investment insurance providers to obtain clients investment details Update and maintain all client data on a software Review and analyze statement of advice s prepared by team members Primary Responsibility Receiving the task from the Advisers Capturing the task request into the Smartsheet Understanding the End Users and Advisers requirement Needs and expectations vs Advice Review of End Users details to determine missing information Data Collection - Determining collection of additional information super insurance research activity Contacting the adviser for clarification additional information Data entry Report Generation editing Requirements Minimum Requirements Graduate Post Graduate in finance or relevant degree Understanding of the financial planning process Attention to detail Good report writing skills Strong command over English Ability to work independently and multi task Knowledge Skills CFP an added advantage Any additional certifications from FPSB NCFM etc preferred Leadership Sound communication skills Experience using MS-word and excel Strong technical knowledge including insurance mutual funds trusts taxation etc Self-motivated and able to take responsibility for own work Advantages Perks and Benefits In addition to all the Mandatory Statutory Benefits such as PF Group Medical Gratuity etc the following perks and benefits are also provided Professional Certifications offered based on interest and career progression Team Building Activities 6 Month s Paid Maternity Leave Professional Development Training programs offered as part of Career Growth Great Rewards and Recognition for star performers Be part of a Centre of Excellence like no other International Travel Opportunities - Travel opportunities to meet with Clients for On-Site training and represent the Company at various Industry Events and Conferences Be part of a Committee of your Choice ISO Sustainability CSR Training and Development Health and Wellness Reward and Recognition Entertainment and much more Join a World Class Organization that puts employees first Disclaimer - The requirements listed in this document are the minimum levels of knowledge skills or abilities The candidate will be required to perform any other job-related duties when requested by any person authorized to delegate responsibility i e - Manager Lead All Duties and responsibilities outlined here are essential functions and requirements and are subject to possible modification owing to change in strategy or operations

📌 Senior Au Paraplanner/admin (Karnataka)
🏢 Valenta
📍 Karnataka