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 Virtual Paraplanner.
A VIRTUAL PARAPLANNER is a remote financial specialist who supports financial planners and advisers with technical, administrative, and compliance-related tasks.
They streamline operations by managing research on funds and insurance products, conducting cash flow modeling, and creating client reports.
By handling these back-office functions, they allow financial planners to focus on client-facing activities and business growth.
‘‘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’’
What Virtual Paraplanners typically do:
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Financial plan preparation and cash flow / retirement / estate projections
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Investment research and portfolio analysis
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Insurance needs analysis and product comparisons
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Fact-finding and client data organization
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Report writing (Suitability reports, Review reports, etc.)
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Compliance support (record keeping, regulatory requirements)
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Technical research on tax, estate planning, and retirement strategies
Key Benefits for Planners:
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Increased capacity (many planners report 20-40% more time for client meetings and business development)
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Cost-effective compared to full-time in-house paraplanners
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Scalable support (you can use part-time or project-based)
Need more information about our Virtual Paraplanner services? Go to our contact us page and leave us a message requesting more information.