Need someone who specializes in offering administrative services for your Financial Planning practice?
If your answer is ‘‘YES’’ then you will definitely prosper with a Virtual Assistant or Para-Planner.
A PARA-PLANNER is a finance expert who assists financial planners and advisers with their daily job duties. They often handle administrative tasks, such as answering phones, replying to emails, and can help create reports and projections for clients, allowing financial planners more time to provide individualized assistance.
A VIRTUAL ASSISTANT is a remote employee who completes a variety of tasks to support an organization. They can specialize in certain types of tasks, such as social media management or administrative duties.
‘‘Let us help you scale your Financial Planning practice to new heights, we can’t guarantee you success, but together we can strive for greatness’’
Our expert team has experience with all the BIG insurance companies in South Africa, over 10 years of experience in financial planning analysis and report writing and understand the need for experienced help in a always growing complicated financial industry.
Need more information about our Virtual Assistant and Para-Planner services? Go to our contact us page and leave us a message requesting more information.