Virtual Assistants For Financial Planning Businesses
Scale your financial planning practice with full-time, premium offshore talent, handpicked for your needs and embedded into your business. With access to our in-house Training Academy (designed by Australian financial industry specialists), your new team members will be ready to deliver value from day one.
Brands That Trust Us
What You Can Outsource in Financial Planning
You might be surprised at just how much of your financial planning business operations can be supported by a skilled virtual assistant! The following roles and tasks are just a starting point to help you grow your business and free up your time.
Paraplanning
- Statement of Advice (SOA) preparation and drafting
- Research and strategy development for client recommendations
- Product research and comparison analysis
- Fee disclosure statement preparation and maintenance
Technical Research
- Market research and investment analysis
- Legislation updates and compliance research
- Product due diligence and platform comparisons
- Regulatory change impact assessments
Client Services Coordination
- Client onboarding and fact-finding coordination
- Annual review scheduling and preparation
- Client communication and follow-up systems
- Appointment scheduling and diary management
Client Data Support
- CRM data entry and maintenance
- Client file organisation and document management
- Portfolio performance reporting and updates
- Contact database management and segmentation
Compliance Support
- ASIC regulatory filing and deadline tracking
- CPD tracking and professional development coordination
- Audit preparation and documentation management
- Policy and procedure documentation updates
Financial Planning Admin
- Application processing and implementation
- Insurance claim assistance and follow-up
- Direct debit and payment processing coordination
- Provider liaison and account establishment
Document Management
- Client file digitisation and organisation
- SOA formatting and quality assurance
- Template creation and maintenance
- Archive management and retrieval systems
Data Collection & Integrity
- Financial fact-finding questionnaire processing
- Data validation and accuracy verification
- Financial statement analysis and summarisation
- Risk profile assessment documentation
Marketing Coordination
- Content creation for client newsletters and communications
- Social media management and compliance oversight
- Event coordination and client seminar support
- Website content updates and maintenance
Business Development
- Lead qualification and initial client screening
- Referral program management and tracking
- Market analysis and competitor research
- Prospect database management and nurturing
Implementation
- New client account establishment and setup
- Product application processing and follow-up
- Insurance policy implementation and management
- Investment platform setup and coordination
Ongoing Client Support
- Portfolio rebalancing coordination
- Regular review preparation and scheduling
- Client query resolution and escalation
- Insurance review and claim support
Why VA Platinum? We’re Australia’s Leading Experts in Financial Services Offshoring
Trusted by 350+ Australian businesses including financial planners, accountants, and professional services.
Australia’s leading privately owned outsourcing company supporting local financial planners with offshore team members.
Multi-award winning service recognised by industry leaders and professional associations.
Tailored recruitment solutions using our in-house recruitment team and industry specialists.
Certified performance training through our in-house Training Academy designed by financial industry specialists.
Kind Words From Valued Clients
We've grown to trust our staff over the last five years, to the point where we realise the jobs we're giving them-they can handle them so easily. They've got so much more capability... Their capability is incredible when you trust them.
Terry Johnson
Keyman Financial Services
What was really good was that you actually recommended some of the graduates from the Academy, and our first VA Platinum girl was from the Academy. And she's fantastic. She's a natural. She's absolutely awesome, and I wouldn't have thought about using the grads from the Academy if you hadn't have mentioned it.
Sara Jaceniuk
Plenary Wealth / Walker Lane Private Wealth
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Ready to Scale Your Financial Planning?
Join hundreds of successful brokers who have transformed their operations with our virtual assistants. Get started with a free consultation today.
