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
Quality of Advice Review
Why Paraplanners will be more important than ever in the new world
Our Industry Specialist
Why VA Platinum
Data
Security
Bespoke
Recruitment
Dedicated
VA
Value for
Money
Ongoing Management
& Support
Business Owners Trust Us
We are thrilled to be part of the VA Platinum team. There’s no wonder you guys are growing at the rate that you are. Keep up the good work.
I can’t tell you how amazing it is to have my staff member’s help every day.
It is truly making a big difference in my ability to get my work done and grow the business. Thank you so much!
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….
I’ve been working with Brian and VA Platinum as a client of his Philippines offshore staff… the virtual assistant he has provided me has been a wonderful addition to my team and I am consistently blown away by their professionalism and work ethic.
…You quickly get a sense of a positive environment and a hard-working team at VA Platinum. Brian has built a great rapport with the staff. I have been very happy with the output to date.
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 virtual assistant into your business allows you to prioritize your team's goals and objectives, resulting in improved productivity and the successful realization of your target 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
Quality of Advice Review
Why Paraplanners will be more important than ever in the new world
Our Industry Specialist
Why VA Platinum
Data
Security
Bespoke
Recruitment
Dedicated
VA
Value for
Money
Ongoing Management
& Support
Business Owners Trust Us
We are thrilled to be part of the VA Platinum team. There’s no wonder you guys are growing at the rate that you are. Keep up the good work.
I can’t tell you how amazing it is to have my staff member’s help every day.
It is truly making a big difference in my ability to get my work done and grow the business. Thank you so much!
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….
I’ve been working with Brian and VA Platinum as a client of his Philippines offshore staff… the virtual assistant he has provided me has been a wonderful addition to my team and I am consistently blown away by their professionalism and work ethic.
…You quickly get a sense of a positive environment and a hard-working team at VA Platinum. Brian has built a great rapport with the staff. I have been very happy with the output to date.
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