Virtual Assistants For Financial Planning Businesses

  • Specialists in sourcing remote virtual assistants
  • Bespoke and proven recruitment process
  • A range of role types to help your business scale

Financial Planning, Mortgage Broking, Account & Bookkeeping, Customer Service, General Administration and more.

Get Started
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Rising Tide
Rising Tide
Now Finance
Now Finance
Lakeside Financial
Lakeside Financial
H2T Financial
H2T Financial
Hayes & Co
Hayes & Co
EK Financial Group
EK Financial Group
Fox & Hare
Fox & Hare
Bolder Wealth
Bolder Wealth
Spark Financial Group
Spark Financial Group
Keyman Financial Services
Keyman Financial Services
Vista Financial Group
Vista Financial Group
Rocket Financial
Rocket Financial
What We Do

We'll help scale your business by finding remote virtual assistants

"I really believe that all business owners can live wealthier, healthier, more fulfilling lives, with the help of amazing virtual teams. While building incredible systems and processes that back up everything you do in your business. I love helping to see the transformation in a person's life when they implement these amazing systems and processes with virtual teams."

- Brian Jones, VA Platinum Founder & CEO
Brian Jones 1

Future Gen Solutions

Future Gen Solutions' remote team members are entirely responsible for review meeting preparation

2

Remote team members onboarded simultaneously, to support each other in a competitive environment

Hear from some of our
valuable clients

"VA Platinum has proven to be an invaluable asset to our company. We couldn't be more pleased with our ongoing partnership and we highly recommend their services to anyone seeking top-notch virtual assistance."

Bolder
GARRY MILLBURN
Bolder Wealth

"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."

Keyman Financial Services
TERRY JOHNSON
Keyman Financial Services

"We have been very impressed with the quality of staff we have acquired. They have certainly made a significant positive impact on our onshore team, and I look forward to continuing our partnership in the future."

EK Financial
REBECCA BHUNGARD
EK Financial Group

How we can help

A Financial Planning VA supports a Financial Planner in all aspects of the business. Below is a list of some of the typical tasks that can be undertaken by a Financial Planning VA.

General Administration

General Administration

Provides administrative/client services support, including handling enquiries, managing databases, ensuring FSRA compliance, etc.

Data Collection and Integrity

Data Collection and Integrity

Contacts product providers for client accounts, inputs data into CRM, and reaches out to clients for personal information updates.

Paraplanning

Paraplanning

Supports Financial Advisers by handling client sales, offering quotes, completing documents, and managing administrative tasks for compliance.

Document Maintenance & Management

Document Maintenance & Management

Files documentations, prepares documents for digital signatures, readies portfolios for reviews, and prepares ROAs.

Frequently Asked Questions

What tasks can virtual assistants do?

Virtual assistants can do a range of tasks. You may visit the links below for more on what VAs can do for you within the main industries we serve.

  • Financial Planning
  • Mortgage Broking
  • Bookkeeping & Accounting
  • General Administration and Customer Service


If you don’t see your industry on the list, our bespoke recruitment services can help you connect to the right VA for your business. For assistance, send your queries to service@vaplatinum.com.au.


Pro Tip: Hire for the role – not the task. For example, you can have an Executive Assistant who takes care of the day-to-day admin, calendar tasks, and bookings; or a digital marketing VA who takes care of your SEO, content, and video editing.

How do you choose your staff?

We follow a Gold Standard for recruitment that ensures we hire people with the same purpose, who have integrity, and who believe in the value of a productive work environment and customer service.

We look for team players who are kind and optimistic, who express their opinions succinctly for the good of the organisation without sacrificing empathy, and who demonstrate an explicit learning curve, or, at the very least, possess self-awareness and curiosity that pushes them to learn.

Our recruitment prioritises hiring prospective staff via staff referrals. This way, the candidates have already been screened by their peers and are far likely to fit into VAP culture. A willingness to work with us long-term is also important.

How long does the recruitment process take?

General Mortgage Broking/Financial Planning – 3 weeks to source and endorse

Specialised – 1 to 2 months to source and endorse

Is there any lock-in contracts?

No, we do not believe in locking you into a contract. Think of working with VA Platinum as an ongoing, evolving partnership. Our mission is to become an integral component of your growth plans. We simply have a one-month notice period to terminate our services – just as you would for any staff hires.

If you have 5+ staff, we would require a six-week notice.

How do you ensure the security of client data?

VA Platinum holds a ISO 27001:2013 certification for Information Security Management Systems. We have dedicated and proven security measures to safeguard client data. This includes the use of a password protection tool, staff monitoring software, office security, privacy and data breach policies, and more.

Is there a term for your contracts?

No, we do not believe in locking you into a contract. Think of working with VA Platinum as an ongoing, evolving partnership. Our mission is to become an integral component of your growth plans. We simply have a one-month notice period to terminate our services – just as you would for any staff hires. If you have 5+ staff, we would require a six-week notice period.

 

Let's Scale Your Business