Location
Bengaluru
Posted
June 02, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
Shift: 7.30 am to 4.30pm
Role Dimensions
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.