Paraplanner And Client Support - Min 2 Year Experience

Company Description

At Wealth Connected Financial Solutions, we specialise in delivering personalised financial advice aligned to each client’s goals, values, and long‑term aspirations.

Role Description

This is a full-time remote role for a Paraplanner and Client Support professional with a minimum of 2 years of experience. Responsibilities include supporting financial advisors in preparing financial statements, conducting financial planning analyses, preparing investment reports, and developing strategies tailored to clients’ needs. Key duties also entail providing exceptional client support, managing client communication, and maintaining accurate and up-to-date financial records.

Qualifications

• Experience in Australian Financial Planning and a strong understanding of Finance principles
• Strong Analytical Skills for assessing financial data and providing strategic recommendations
• Knowle...