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Senior Paraplanners Valenta AI

2.0 - 6.0 years

0 Lacs

nashik, maharashtra

On-site

Shift: You will work from 7.30 am to 4.30 pm. Responsibilities: - Understanding financial planning concepts, superannuation, pension, investment, and insurance laws and terminologies. - Creating high-quality Statement of Advice documents with advisor recommendations and client details. - Generating cash, superannuation, pension, and investment projections. - Preparing comparisons for various superannuation, insurance, pension, and investment products. - Gathering client data and product information. - Documenting reports and correspondence. - Conducting financial calculations and cashflow projections for different scenarios. - Obtaining necessary information for completing financial plans. -...

Posted 1 month ago

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