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Valenta AI

Paraplanner

Sansad Marg, New Delhi, Delhi, India

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hirly's read of this role

Seniority
Mid level
Country
IN
Work mode
On-site / unstated
First seen by hirly
5 Nov 2026

Derived automatically from the posting. Upload your resume above to see how the role scores against it.

the posting

Financial Planner - UK Shift timing - 10am to 7pm or 11am to 8pm or Location - Vizag / Delhi (WFO - all 5 days) Overview of the Role This role deals with financial planning and analysis. You will be required to manage all incoming workflow from your assigned client and work with him/her to build financial plans and suitable strategies to meet investment objectives and mitigate risk. Role Dimensions Preparing financial analyses and financial plans for HNI/UHNI clients. Assisting in analysis, re-…

Original posting on Valenta AI's site ↗

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