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Job Title


Paraplanner and Client Support - Min 2 Year Experience


Company : Wealth Connected Financial Solutions


Location : Nashik, Maharashtra


Created : 2026-02-17


Job Type : Full Time


Job Description

Company DescriptionAt Wealth Connected Financial Solutions, we specialise in delivering personalised financial advice aligned to each client’s goals, values, and long‑term aspirations.Role DescriptionThis 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.QualificationsExperience in Australian Financial Planning and a strong understanding of Finance principlesStrong Analytical Skills for assessing financial data and providing strategic recommendationsKnowledge of Investments and financial products would be an advantage Excellent organizational and time management skillsStrong communication and interpersonal skillsProficiency in financial planning software would be an advantageBachelor’s degree in Commerce, Finance, Accounting, or a related field is preferredAbility to deliver exceptional customer service experience