Sr - Paraplanner

Bengaluru, Karnataka, India • Posted June 11, 2026

Job Type: Full-time

Location: Bengaluru, Karnataka

Posted: June 11, 2026

Category: Business Operations Specialists

Application Deadline: July 21, 2026

Role 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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