Senior AU Paraplanner

2 days ago

Bengaluru, Karnataka, India Valenta AI Full time ₹ 5,00,000 - ₹ 12,00,000 per year
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.
BenefitsPerks 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

    2 days ago

    Bengaluru, Karnataka, India VALENTA Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Job InformationIndustryFinancial ServicesCurrent Openings1Job TypeFull timeDate Opened09/29/2025SalaryINR 3,00,000 P.A onwardsCityBangalore NorthState/ProvinceKarnatakaCountryIndiaZip/Postal Code560097Job DescriptionShift: 7.30 am to 4.30pm Role DimensionsUnderstanding concepts of financial planning.Understanding various super, pension, investment and...

  • Senior AU Paraplanner/Admin

    2 days ago

    Bengaluru, Karnataka, India VALENTA Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Job InformationIndustryFinancial ServicesCurrent Openings1Job TypeFull timeWork Experience3-4 yearsDate Opened09/18/2025SalaryINR 5,00,000 p.aCityBangalore NorthState/ProvinceKarnatakaCountryIndiaZip/Postal Code560097Job DescriptionShift: 7.30 am to 4.30pm Role DimensionsUnderstanding concepts of financial planning.Understanding various super, pension,...

  • Senior Manager/AVP ALM

    4 weeks ago

    Bengaluru, Karnataka, India AU SMALL FINANCE BANK Full time

    We are hiring for Senior Manager/AVP ALM (asset liability management)- Risk at Jaipur/Mumbai Work Experience - 5+ years of relevant Banking experience. Monitor Liquidity and Interest Rate Risk for the Bank and highlight the concerns to the Management. Prepare/Review/Validate Regulatory Returns and monitoring of ratios against internal and regulatory...

  • Senior Murex Environment Management Consultant

    3 days ago

    Bengaluru, Karnataka, India Luxoft Full time US$ 90,000 - US$ 1,20,000 per year

    Project descriptionThe role is with our Murex environment management team, which is working on a major year-on-year migration program for Tier-1 AU banks to help them hollow out clients' legacy Murex platform into their target markets settlement platform, leveraging Murex 3.1. Our project offers a unique opportunity to work across a wide range of niche...

  • Deputy Manager/ Manager/ Senior Manager Balance Sheet Management

    4 weeks ago

    Bengaluru, Karnataka, India AU SMALL FINANCE BANK Full time

    We are looking for experienced professional for Balance Sheet team in Finance & Accounts. Functional Role: Deputy Manager/ Manager/ Senior Manager Balance Sheet Management Location: Jagatpura, Jaipur Department: Finance & Accounts Experience Required: Minimum 7–10 years of experience in financial reporting, preferably in the banking or financial...

  • Inside Sales Executive

    3 days ago

    Bengaluru, Karnataka, India Gits Solutions Bengaluru Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Key Responsibilities:Conduct email outreach and follow-ups to schedule meetings for senior sales team members.Make outbound calls to potential clients, introduce our services, and coordinate meetings.Maintain and update CRM records with lead interactions and status updates.Assist in drafting proposals, sales presentations, and follow-up materials.Research...

  • Senior Developer

    4 weeks ago

    Bengaluru, Karnataka, India Michael Page Full time

    Job Description- Opportunity to work on a role providing an accelerated career path- Competitive Compensation and Learning OpportunitiesJob Description- Design, implement, and document solutions based on the Azure Cloud platform- Developing applications by writing clean, testable code adhering to the development best practices.- Participating in technical...

  • Transfer Pricing Executive

    7 days ago

    Bengaluru, Karnataka, India Mphasis Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Transfer PricingRelevant Experience: 3-4 yearsJob Responsibility:Core SkillsShould have a strong aptitude for Transfer Pricing;Liaise with the internal teams during filing of Accountants Report, preparation of TP Documentation, Transfer Pricing assessment and appeal proceedings;Drafting TP Documentation and submissions for assessments and appeals relating to...

  • Senior Murex Environment Management Consultant

    3 weeks ago

    Bengaluru, Karnataka, India LUXOFT Full time

    Project description The role is with our Murex environment management team which is working on a major year-on-year migration program for Tier-1 AU banks to help them hollow out clients legacy Murex platform into their target markets settlement platform leveraging Murex 3 1 Our project offers a unique opportunity to work across a wide range of niche...

  • Senior Underwriter

    2 weeks ago

    Bengaluru, Karnataka, India SitusAMC Full time

    Walk-In Drive for Whitefield, Bengaluru on August 30, 2025 (11 AM to 3 PM):Essential Job Functions:- Review and verify loan applications and support documentation.- Analyze loan risk and request additional information as necessary.- Ensure compliance with regulatory standards.- Ensure compliance with company policies and guidelines.- Perform required...