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
The VA Platinum 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 and you definitely get what you pay for.
TERRY JOHNSON
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
Ready to work together? Let’s start a conversation.
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
Tell us what you need
(and we'll do the rest)
Book a FREE, no-obligation consultation and get these benefits:
-
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
Dedicated VAs, not shared
Bespoke recruitment
I want to be a Virtual Assistant and build my career with VA Platinum