Success in a financial planning business is about having great people caring for your clients.
We can help you deliver your ideal client experience by providing dedicated virtual assistants for you.
Integrating a VA enables you to focus on your team on high-impact activities that produce great results.
- Giving you more time to focus on business growth
- Nurturing relationships with clients and prospects
- Improving client retention
- Managing and exceeding client expectations
- Ensuring you meet regulatory requirements
- Managing and maintaining client data
- Increasing profitability
-
Liberating you from low-value tasks so you can
focus on high-value ones
How We Can Help
The scope of the tasks is ultimately determined by you.
Below are some of the typical tasks our virtual assistants undertake in the Financial Planning industry.
General Administration
- Work-flow task management
- Transcribing meeting notes
- Event planning and coordination
- Marketing support and data mining
- Lead generation
Paraplanning
- Full-time paraplanning internships
- Upskilling your VA to become a paraplanner
Data Collection and Integrity
- Contacting product providers for client account
- Inputting data into CRM
- Contacting clients to gather or update personal information
Document Maintenance & Management
- Filing documentation
- Preparing documents for digital signatures
- Portfolio review preparation
- ROA preparation
Implementation
-
Completing product provider
application forms - Lodge and track application progress
- Updating CRM upon completion
- Project Management
Client Care
- Responding to client enquiries, answer questions, and resolve any issues that may arise
- Managing your client inquiries & correspondence
- Speaking to clients to book and confirm meetings
- Managing inbound calls and emails
Our Industry Specialists
Why VA Platinum
Data
Security
Bespoke
Recruitment
Dedicated
VA
Value for
Money
Ongoing Management
& Support
Business Owners Trust Us
After a couple of failed VA experiences with others, VA Platinum has been wonderful to work with. 4 years now and they are still awesome. We have 3 staff and more will come. The onboarding process is easy as the candidates were pre vetted for quality and only the suitable options were put in front of us. The VA team guide you every step of the way. Best part is knowing our staff have amazing facilities and are safe and so is our data. They are on top of everything. You definitely get what you pay for when it comes to Virtual assistants-but we now call them staff members..they are part f our business. I must give the whole company credit for the way they interact with us, always so respectful and definitely not transactional..its the opposite. If you want to really build a good solid long term team and not just have a short term deal- VA will show you the best way.
I have multiple staff hired through VA Platinum and it has made an incredible difference to my business. The quality of applicants when seeking to hire are of an incredible calibre. My clients love their interactions with my VA team members and I don't think I could ever go back to on shore staff!
We have been partnering with VA Platinum for over three years now and they have consistently proven to be an invaluable asset to our company. We currently utilise two staff (VA's), and their level of support has been nothing short of exceptional. From the very beginning we found their team to be friendly, making the collaboration process seamless and enjoyable. They are punctual and consistently meet deadlines. Their team's hard-working attitude and dedication have undoubtedly contributed to our company's success. We couldn't be more pleased with our ongoing partnership with VA Platinum, and we highly recommend their services to anyone seeking top-notch virtual assistance!
We have been using VA Platinum for the past 4 years and have been very impressed with the quality of staff we have acquired in that time. We now have 3 full time employees via VAP and it has been a game changer for our business as they handle the majority of our admin tasks produced by our Financial Planning and Mortgage Broking team. They have certainly made a significant positive impact to our onshore team, and I look forward to continuing our partnership in the future.
We have partnered with VA Platinum for the last couple of years and I cannot speak highly enough about the organisation and the people within the VAP Team. The ease with which we transitioned some parts of our business across to VAP is testament to their processes and their people. I would highly recommend VAP for anyone who is looking to outsource any parts/functions of their business.
Offshoring had sounded like a good idea for some time, but where to start? I’d put off any real consideration for years before I became a client of VA Platinum. At the time, I felt I was taking a leap of faith in Brian, through previous business dealings he’d earned some trust, so I was willing to ‘give it a go’. Since that day I have never looked back….
Tell us what you need (and we'll do the rest)
I want to find a dedicated virtual assistant to help me with my business
I want to be a Virtual Assistant and build my career with VA Platinum
Success in a financial planning business is about having great people caring for your clients.
We can help you deliver your ideal client experience by providing dedicated virtual assistants for you.
Integrating a VA enables you to focus on your team on high-impact activities that produce great results.
- Giving you more time to focus on business growth
- Nurturing relationships with clients and prospects
- Improving client retention
- Managing and exceeding client expectations
- Ensuring you meet regulatory requirements
- Managing and maintaining client data
- Increasing profitability
-
Liberating you from low-value tasks so you can
focus on high-value ones
How We Can Help
The scope of the tasks is ultimately determined by you.
Below are some of the typical tasks our virtual assistants undertake in the Financial Planning industry.
General Administration
- Work-flow task management
- Transcribing meeting notes
- Event planning and coordination
- Marketing support and data mining
- Lead generation
Paraplanning
- Full-time paraplanning internships
- Upskilling your VA to become a paraplanner
Data Collection and Integrity
- Contacting product providers for client account
- Inputting data into CRM
- Contacting clients to gather or update personal information
Document Maintenance & Management
- Filing documentation
- Preparing documents for digital signatures
- Portfolio review preparation
- ROA preparation
Implementation
-
Completing product provider
application forms - Lodge and track application progress
- Updating CRM upon completion
- Project Management
Client Care
- Responding to client enquiries, answer questions, and resolve any issues that may arise
- Managing your client inquiries & correspondence
- Speaking to clients to book and confirm meetings
- Managing inbound calls and emails
Our Industry Specialists
Why VA Platinum
Data
Security
Bespoke
Recruitment
Dedicated
VA
Value for
Money
Ongoing Management
& Support
Business Owners Trust Us
After a couple of failed VA experiences with others, VA Platinum has been wonderful to work with. 4 years now and they are still awesome. We have 3 staff and more will come. The onboarding process is easy as the candidates were pre vetted for quality and only the suitable options were put in front of us. The VA team guide you every step of the way. Best part is knowing our staff have amazing facilities and are safe and so is our data. They are on top of everything. You definitely get what you pay for when it comes to Virtual assistants-but we now call them staff members..they are part f our business. I must give the whole company credit for the way they interact with us, always so respectful and definitely not transactional..its the opposite. If you want to really build a good solid long term team and not just have a short term deal- VA will show you the best way.
I have multiple staff hired through VA Platinum and it has made an incredible difference to my business. The quality of applicants when seeking to hire are of an incredible calibre. My clients love their interactions with my VA team members and I don't think I could ever go back to on shore staff!
We have been partnering with VA Platinum for over three years now and they have consistently proven to be an invaluable asset to our company. We currently utilise two staff (VA's), and their level of support has been nothing short of exceptional. From the very beginning we found their team to be friendly, making the collaboration process seamless and enjoyable. They are punctual and consistently meet deadlines. Their team's hard-working attitude and dedication have undoubtedly contributed to our company's success. We couldn't be more pleased with our ongoing partnership with VA Platinum, and we highly recommend their services to anyone seeking top-notch virtual assistance!
We have been using VA Platinum for the past 4 years and have been very impressed with the quality of staff we have acquired in that time. We now have 3 full time employees via VAP and it has been a game changer for our business as they handle the majority of our admin tasks produced by our Financial Planning and Mortgage Broking team. They have certainly made a significant positive impact to our onshore team, and I look forward to continuing our partnership in the future.
We have partnered with VA Platinum for the last couple of years and I cannot speak highly enough about the organisation and the people within the VAP Team. The ease with which we transitioned some parts of our business across to VAP is testament to their processes and their people. I would highly recommend VAP for anyone who is looking to outsource any parts/functions of their business.
Offshoring had sounded like a good idea for some time, but where to start? I’d put off any real consideration for years before I became a client of VA Platinum. At the time, I felt I was taking a leap of faith in Brian, through previous business dealings he’d earned some trust, so I was willing to ‘give it a go’. Since that day I have never looked back….
Tell us what you need
(and we'll do the rest)
-
Find out how a VA can be a wonderful
addition to your team -
Gain insights on what tasks to give
your VA that suit your business needs - Know what type of virtual assistants to choose
- Introduction to VA Platinum culture
- Learn more about our security measures
-
Discover what we're doing to keep
VAs fulfilled and happy - Everything else you need to know
Data Security
I want to be a Virtual Assistant and build my career with VA Platinum