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We live in a very competitive world and an ever changing environment and hence delivering value entry solutions to customers is key so they can forge ahead and this in turn leads to further job creation that gives people a chance to excel at their work and achieve what they want too.

At Valenta, we are constantly on the lookout for Individuals with a passion to grow and succeed in their respective jobs. We provide employment opportunities to people of all races, genders and nationalities.

We invest a lot of time and effort on training our resources. We believe that with the right training techniques and methodologies, the resources will be able to go the extra mile and exceed customer expectations and that in turn will lead to more growth opportunities for the Individual.

We value our people and believe in them being the future of our industry. We believe in Quality Managements Systems and Processes across our businesses. We give our people to opportunity to grow and learn. As we continue our journey into making key achievements, we look for qualified professionals with a vision to assist us in becoming industry leaders.

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Life @ Valenta

We are looking for

In India and Malaysia, we are keen to discuss openings with experienced financial services professionals, who have experience in Australian, UK and US Financial Planning, Paraplanning, Accounting, Paralegal, Mortgage Broking, Loan Processing, Insurance, Banking and Financial Services Administration.

In Australia, UK and North America, we are keen to discuss openings with key industry leaders who understand the need for outsourcing, systems and processes, have the experience and contacts in the industry.

Current Openings

Accountant - Australia 0-3 years Experience Location :

Open Position :

Location : Penang, Malaysia and Bangalore, India

Experience : 0-3 years


Overview of the Role

Dealing with accounting and taxation for International business entities. To manage incoming work-flow from the client. Oversee all the activities performed by staff accountant. First point of communication for client. Main objective is to achieve timely delivery of work to client with high accuracy


Minimum Requirements

  • A commerce/ accounting graduate or Inter C.A with 2-5 years of experience working in KPO or with a chartered accountant firm.
  • Good accounting knowledge.
  • Ability to manage direct communication with client.

Knowledge & Skills

  • Strong understanding of accounting concepts.
  • Expertise in software like MYOB, Xero, BGL and Class.
  • Good Communication.
  • Problem solving.
  • Critical thinker.
  • Able to work under pressure.
  • Able to work within deadlines.
  • Detail oriented.
  • Highly Organised.

Role Dimensions

  • Operate, support and review the day-to-day accounting operations, month-end activities and processes for designated Australian clients.
  • Collaborate with the supervisor and designated clients on their respective daily functions.
  • Interact with the client via email and/or phone (if required).
  • Perform day-to-day duties that include reviewing the accounting and financial reporting for the assigned clients.
  • Effectively communicate all escalations to the supervisor.
  • Resolve queries in a timely manner working around the established TATs (turnaround times).
  • Strictly adhere to the SLAs (Service Level Agreements).
  • Train new resources as and when required.
  • Understanding processes and documenting them as detailed SOPs (Standard Operating Procedures) as and when required.
Accountant - US 0-3 years Experience Location :

Open Position :

Location : Penang, Malaysia and Bangalore, India

Experience : 0-3 years


Overview of the Role

To manage incoming work-flow from the client. Oversee all the activities performed by staff accountant. First point of communication for client. Main objective is to achieve timely delivery of work to client with high accuracy.


Minimum Requirements

  • A commerce/ accounting graduate or Inter C.A with 2-5 years of experience working in KPO or with a chartered accountant firm.
  • Ability to manage a team.
  • Ability to manage direct communication with client.

Knowledge & Skills

  • Strong understanding of accounting concepts.
  • Working knowledge on Quickbooks.
  • Good Communication.
  • Problem solving.
  • Critical thinker.
  • Able to work under pressure.
  • Able to work within deadlines.
  • Detail oriented.
  • Highly Organised.

Role Dimensions

  • Operate, support and review the day-to-day accounting operations, month-end activities and processes for designated clients.
  • Collaborate with the supervisor and designated clients on their respective daily functions.
  • Interact with the client via email and/or phone (if required).
  • Perform day-to-day duties that include reviewing the accounting and financial reporting for the assigned clients.
  • Effectively communicate all escalations to the supervisor.
  • Resolve queries in a timely manner working around the established TATs (turnaround times).
  • Strictly adhere to the SLAs (Service Level Agreements).
  • Train new resources as and when required.
  • Understanding processes and documenting them as detailed SOPs (Standard Operating Procedures) as and when required.
Financial Planning Admin - Australia 0-3 years Experience Location :

Open Position :

Location : Penang, Malaysia and Bangalore, India

Experience : 0-3 years


Overview of the Role

Help Financial advisors and their office staff manage their day to day activities and all administrative duties related to financial advice given to a client.


Minimum Requirements

  • Graduate, Post Graduate or any other similar degree with experience for a year or two with an attitude to learn.

Knowledge & Skills

  • Command over English language.
  • Good Communication skills.
  • Attitude to work.
  • Willingness to learn.
  • Email etiquettes.
  • Attention to detail.

Role Dimensions

  • Ensure advisor's preferred software is up to date with Client's personal details including his KYC, superannuation, insurance, assets, liabilities, risk profiles, goals etc.
  • Send third party authorities to the respective providers within expected time and follow up with the funds on the due dates.
  • Liaise with Superannuation funds to obtain details pertaining to all superfunds held by the client through call, mail or live chats.
  • Liaise with Insurance providers to obtain details pertaining to insurance covers held by the client.
  • Obtain annual and current Super and Insurance statements pertaining to fund balances and other details from Super/ Insurance providers.
  • Ensure the advisor's preferred software is updated with information obtained from the super/insurance providers.
  • Ensure working knowledge of the various software's used by the client.
  • Fill up various application forms for cancellation of existing insurance/ Super accounts and preparation of implementation forms for opening new Super/ insurance accounts.
  • Have an eye for detail, maintain accuracy and identify errors that may be critical.
  • Preparation of Super and Insurance comparisons with multiple providers as required by the client.
  • Preparation of quotes for requested Insurance providers.
  • Preparation of meeting/ review documents and presentations for new and existing clients
  • Send emails to the client as required informing them of the various events, booking appointments etc.
  • Preparation of fee forms and any other forms as required by the advisor.
  • Ensure all advisor software's are up to date with all details.
  • Maintain data confidentiality and ensure that client details are saved as per requirement.
  • Transcribe client voice notes into written documents.
Financial Planning Admin - US 0-3 years Experience Location :

Open Position :

Location : Penang, Malaysia and Bangalore, India

Experience : 0-3 years


Overview of the Role

An Administrative support will work closely with our clients and help them in various activities required by them for running their business smoothly.


Minimum Requirements

  • B. Com/B.Sc./MBA.
  • 0-2 Years of experience in Financial Services. Knowledge in US market is added advantage.
  • High level of computer efficiency including MS Office applications, such as Word, Excel, etc.
  • Good Communication and presentation skills.

Knowledge & Skills

  • Ability to deal with ambiguity.
  • Customer centric approach and ensure that customers are serviced well.
  • Detail-oriented with ability to prioritize and organize workflow.
  • Self-starter and able to work independently.
  • Flexible and willing to perform other tasks as assigned.
  • Superior interpersonal, organizational and client service skills
  • Ability to work in a fast-paced, high-intensity work environment.

Role Dimensions

  • Schedule client appointments, manage statements and prepare agendas, forms and other deliverables for appointments etc.
  • Work on marketing collateral.
  • Responding to clients regarding their queries.
  • Prepare correspondence and paperwork for advisors.
  • Preparing and maintaining documents and client files in accordance with FINRA and SEC requirements.
  • Manage firm website, CRM, custodian statements, social media sites etc.
  • Perform other allowable duties as assigned by the advisors and paraplanners.
  • Assisting the clients with client presentations and any other activities as agreed.
  • The role holder may, from time to time, be required to undertake reasonable additional or other duties as are necessary to meet the needs of the business.
Loan Processing - Australia 0-3 years Experience Location :

Open Position :

Location : Penang, Malaysia and Bangalore, India

Experience : 0-3 years


Overview of the Role

Mortgage loan processors work with clients to complete mortgage loan applications. This involves collecting, verifying, entering data and submitting the employment and financial data, including an applicant's assets, current debts and monthly expenses. The goal is to help qualified individuals to obtain loans in a timely manner and protect our organization's credibility.


Minimum Requirements

  • Master's degree in Finance or Related Fields.
  • Basic knowledge of Mortgage terminology.
  • 6 months to 2 years of Experience in Mortgage Industry.
  • Good written & verbal command over English.

Knowledge & Skills

  • Experience with working on any of the ERP softwares.
  • Should have basic knowledge of MS Office.
  • Ability to understand and interpret financial reports and documents.
  • Self-learning & ability to manage the work with minimum supervision.
  • Self-motivation & eagerness to learn new concepts.
  • Flexible to work in different time zone.
  • Strong attention to detail and accuracy.

Role Dimensions

  • Preparing loan files for submission.
  • Reviewing and verifying each file to ensure that all information is correct and current.
  • Analyzing various assets & liability documents like bank statement, Investment statement, property documents, income statement and other documents related to mortgage processing.
  • Updating the information in the ERP systems. Calculating serviceability & analyzing the products as per client's requirements.
  • Preparing the mortgage loan application for the clients, submitting it to the lender and follow up of the loan status with the lender. Communicating the status of the loan to broker via email on a day to day basis.
  • Ordering credit reports and property valuation report from the appropriate parties and reviewing them for acceptability prior to submitting for approval.
  • Acting as a liaison and maintaining communication between banks, brokers and all parties involved in the transaction.
  • Preparing approved loans for closing and coordinating closings with lenders, borrowers and brokers.
  • Requesting additional information from third parties by phone or email as required.
  • Completing compliance reviews for the submitting files and for the settled files (Post settlement compliance).
Paraplanning - Australia 0-3 years Experience Location :

Open Position :

Location : Penang, Malaysia and Bangalore, India

Experience : 0-3 years


Overview of the Role

This role involves preparing of financial plans and reports for financial advisors by including the strategic advice provided. The role also involves identifying any strategy and product information and issues. As such you will be required to speak with Advisers and product providers to determine any flaws and suggest suitable recommendations.


Minimum Requirements

  • Graduate/Post Graduate in finance or relevant degree.
  • Minimum 1-year experience within the financial planning/Investment/Insurance.
  • Understanding of the financial planning process.
  • Attention to detail.
  • Good report writing skills.
  • Strong command over English.
  • Ability to work independently.
  • Ability to multi task.
  • Ability to organize and prioritize.

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.

Role Dimensions

  • Understanding of the concepts of paraplanning.
  • Knowledge on 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.
  • Assist and train team members.
  • Effectively manage and allocate work with team members.
  • Participate in the Paraplanning process and operating procedures and implement changes as necessary.
Paraplanning - US 0-3 years Experience Location :

Open Position :

Location : Penang, Malaysia and Bangalore, India

Experience : 0-3 years


Overview of the Role

A paraplanner will work closely with Financial Advisors and help them in analysing client situations and create various deliverables for clients. As such you will be required to speak with Advisers and product providers to determine any flaws and suggest suitable recommendations. We are looking for someone with strong communication skills and a problem-solving mindset.


Minimum Requirements

  • B. Com/MBA in Finance
  • 0-2 Years of experience in Financial Services. Knowledge in US market is added advantage
  • Candidate should have basic knowledge in finance
  • Previous experience in financial services preferred

Knowledge & Skills

  • High level of computer efficiency including MS Office applications, such as Word, Excel, etc.
  • Good Communication and presentation skills
  • Ability to deal with ambiguity
  • Customer centric approach and ensure that customers are serviced well
  • Detail-oriented with ability to prioritize and organize workflow
  • Self-starter and able to work independently
  • Flexible and willing to perform other tasks as assigned
  • Superior interpersonal, organizational and client service skills
  • Ability to work in a fast-paced, high-intensity work environment

Role Dimensions

  • Providing support to Financial Advisors for collecting data from clients, creating financial plans, implementing recommendations, preparing investment plans, analysing various scenarios and preparing other deliverables for clients
  • Liaising with product providers and other relevant third parties
  • Ensuring that all regulatory and compliance standards are met
  • Ensuring that all client requirements are followed through to the appropriate conclusion
  • Managing, recording and monitoring Client annual reviews on behalf of the Financial Advisors
  • Assisting the Financial Advisors with client presentations and any other activities as agreed
  • The role holder may, from time to time, be required to undertake reasonable additional or other duties as are necessary to meet the needs of the business.


Financial Institutions and Dealer Group services are tailor made.
Call us on 1300 193 178 to discuss your requirements.



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