Financial Planning Support_VA Platinum

 

 

Exclusive Mentorship Program

 

 

Brian Jones_VA Platinum

Brian Jones

I was a Senior Financial Planning Adviser before venturing into the offshoring industry. As an adviser for 20+ years, I've been exposed to all sorts of stress - from working too much and not having the time for my personal goals. I was the type of person to work 70 hours a week. Not any more!!!!!!

With the help of superstar offshore virtual assistants, I managed to get my life back and enjoy doing things I'm passionate about - running ultra-marathons, fostering children, traveling overseas or around Australia, and most importantly, being a great dad and husband.

I believe that for business owners to truly serve their clients, they have to be the epitome of high energy, fun, balance and be spending just as much time in their personal life with hobbies, friends and family, as they do at work.

Book a chat with me and let's talk about how we can make work-life balance possible for you.

 

 

Book a chat with me!

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INSURANCE BROKING

✓ Build and maintain relationships with your clients

✓ Manage your client inquiries and correspondence

✓ Foresee your clients’ insurance needs, such as policy amendments

✓ Assist in insurance policy applications

✓ Manage client’s lapsed payments & dishonour status

✓ Assist the client with any claim request on their policies

✓ Keep relevant records and update client information

SUPERANNUATION

✓ Prepare new or update an existing fact find for superannuation

✓ Contact clients for documents/forms

✓ Process investment purchase, switch and sell down

✓ Process rollovers

✓ Prepare and send client invoices using Xero or manually

✓ Prepare market comparisons

✓ Assist in preparation for tax return and compliance reporting

PARAPLANNING

✓ Update client paper and electronic files, ensuring that they are compliant.

✓ Completing, checking, submitting and processing the necessary application forms

✓ Prepare basic SoA’s such as life insurance only and superannuation rollovers (for a strategy based SoA’s we can establish a relationship for you with specialised SoA paraplanners.)

✓ Prepare Record of Advice

✓ Enter client data into financial planning software

✓ Liaising with fund managers, administrators and life companies regarding client’s financial
situation

✓ Assist with research into client recommendations

SMSF

Advice Prep

– Call existing super funds to collect information

– Prepare the SoA and rollover paperworkEnter the information into ClearDocs to prepare the required documentation

– Collate the documentation, review it for accuracy, provide to adviser or client via soft copy

– Perhaps prepare the investment strategy using the client’s Risk Profile

 

✓  Implementation

– Standard rollover and insurance processes

– Implement required trades

– Provide updates to other advisers as necessary

– Email compliance information

 

Ongoing

– Portfolio reviews

– Insurance reviews

– Contribution tracking

– Providing information to the administrator/accountant as required

 

 

 

Other Skills & Tasks

 

 

General Admin

Manage incoming emails, mail, faxes & message bank. Schedule appointments, meetings and events.

 

 

 

Data Entry

CRM, google sheet, excel and website data entry.

 

 

 

Reception

Responsible for responding to outbound and inbound written and phone enquiries.

 

 

 

Document Maintenance

Maintain and organise files in clients' data base.

 

 

 

Client Care

Respond to client enquiries, answer questions, and resolve any issues that may arise.

 

 

 

Financial Support

Prepare and maintain financial and business documentation.

 

 

 

Meet Some Superstar Financial Planning Staff...

 

 

Diane is a Retention Specialist from Spotter Finance.
Erika is a Paraplanner & Underwriter for Click Insure.
John is a Client Services Officer from Rocket Financial.