Virtual Admin and Reception Services for Financial Planners
Expression of Interest
Grown to the point where you deserve admin help?
Specialist Admin and Reception Services for Financial Planners
Running a soloist financial planning business is hard work. You’re not only looking after the financial needs of your clients, but you’re acting as receptionist, marketer, administration and coffee fetcher!
And it’s not like you can ignore financial paperwork. It needs to be completed correctly to achieve the best outcomes for your clients.
You also need to make sure you’re meeting all your compliance regulations to continue trading as a reputable business.
If you’ve reached the point of no longer being able to do it all alone, but you’re working from a home office (or shared space) and can’t afford an employee, having a virtual assistant on your team is what you need.
Not wasting any more time on office admin and booking in more clients instead
Not preparing plans by having your assistant type them up
Not worrying about your compliance regulations, knowing your assistant is keeping you up to date.
Our team of virtual assistants and receptionists are experts in the financial planning field, having previously worked with financial planners and knowing what it takes to run your business.
Interested? Complete the form below and we will be in touch
1300 66 75 35
We are a team of Virtual Assistants who are passionate about supporting those in business. Paula has been in business for 7 years and grew up in many family businesses and found a gap in the market when it came to getting support for parents juggling a business around the needs of their children. With a Bachelor of Business & Financial Planning, Diplomas in Accounting, Administration and Business Management, Paula brings with her years of experience in running a successfull business. She would love nothing more than to see you exceed as well!