Financial Planner Virtual Assistant

Hire a Financial Planner VA and get the support you need to grow your business

Hire a Financial Planner Virtual Assistant

As a financial planner, your job is to guide individuals and businesses alike towards their financial goals. They approach you for advice and guidance on various financial matters, including investments and tax planning. You help others stay or get back on track by completing various tasks, but who helps you stay on top of your to-do list? The answer is a Financial Planner Virtual Assistant.

What is a Financial Planner Virtual Assistant?

A financial planner virtual assistant (financial planner VA) is a remote talent that supports financial planners or financial services companies. They help manage their clients’ workload by taking on routine or time-consuming tasks. When VAs take on tasks like data entry and research, their client, a.k.a you, can focus on more high-level responsibilities.


Why Hire a Financial Virtual Assistant?

Financial planning professionals can gain a lot from working with a virtual assistant. From saving time to optimizing their staffing resources, hiring a virtual assistant financial planner is an excellent move for those in finance who want to accomplish more without bloating costs or risking burnout.

Save time by delegating routine tasks.

Time is a limited resource, especially for busy financial planning experts. This is why it’s crucial for you to spend your work hours wisely. One of the ways you can achieve this is by working with skilled remote talents.

By hiring a virtual assistant, financial services providers like you can make the most out of their time by effectively delegating routine tasks. Working with a virtual financial assistant can help save hours out of their workweek, allowing them to carve more time for more important and high-level duties.

Get the right help at a fraction of the cost.

As a financial planner, you know the importance of keeping costs low. Cost management is a crucial part of any business’s financial health. When it comes to staffing solutions, hiring VAs is one of the most cost-effective options.

You can get top remote professionals from all over the globe at a fraction of the price of hiring an in-house employee. Your financial virtual assistant will use their own tools and provide support remotely. This setup eliminates the need to spend on new tools or equipment, transportation allowances, and other expenses related to new hires.

Boost your productivity with effective delegation.

Delegating non-core duties allows financial planners to make way for improving productivity as well. When you hire a VA to work on non-core yet essential tasks like database management or data entry, you can finally channel your energy and focus on checking more high-level tasks off your to-do list.

Help more clients with their financial goals.

Expanding your team can help you cater to more clients. Enlisting the help of a competent financial planning virtual assistant can significantly free up time and energy. It can help you focus on things that need immediate attention, such as helping more clients manage their finances and developing growth strategies.


Tasks You Can Delegate to a Financial Planner Virtual Assistant

A virtual financial planning assistant can work on a wide variety of tasks. Here are some responsibilities you can delegate to your financial planner VA:

Administrative Tasks

Client Management

  • Client onboarding
  • CRM system management
  • Customer support

Financial Planning

  • Data entry
  • Financial report creation
  • Presentation deck creation
  • Financial data analysis
  • Research on market trends, investment opportunities, etc.
  • Navigating financial planning software and tools


It’s crucial to have a clear list of the tasks you plan to delegate to your virtual financial planning assistant. Doing so helps make the VA hiring process, including skills assessment and candidate interviews, more effective.

Top Skills and Qualities of a Financial Planner VA


The final list of skills you must look for in your VA will depend on the final list of tasks your VA will take on. However, below are the top skills that should always be on your list when hiring a financial planner VA:

Attention to Detail

Helping clients manage their finances also means helping them improve their quality of life. This is no small thing; it requires meticulousness. Someone who pays strict attention to detail can avoid costly mistakes, help clients make informed decisions, and achieve their financial goals more efficiently. The right financial planner VA ensures that you’re working with accurate and complete financial records.

Ability to Maintain Confidentiality

Working in the field of financial planning requires integrity and reliability. You need someone who will safeguard important and private information. Hiring a VA who can maintain confidentiality is crucial in avoiding data leaks. Remember, when their data is compromised, clients can lose trust in your operations, damaging your financial planning agency. Hiring a VA you can trust is key.

Time Management

You need a VA who can manage their time well to avoid late or incomplete submissions. When you have a competent VA that knows how to prioritize, you can be more confident that no task falls through the cracks.

Arithmetic Skills

Above average arithmetic skills are important for anyone working in the finance planning field. These skills form the foundation for many tasks and responsibilities that an FPVA might handle, like calculating interest rates, budgeting, tax planning, and so on.

Hire a Financial Planner Virtual Assistant with 20four7VA!

Finding a VA on your own can be time-consuming and frustrating, especially if remote staffing is not your area of expertise. Luckily, there’s a way you can still reap the exciting benefits of working with a virtual assistant—partnering with 20four7VA!

20four7VA is a leading virtual assistant service company with over a decade of experience. Our team of experts has helped businesses grow with cost-effective, tailored remote staffing solutions.

Access our Global Talent Pool

The virtual assistants in our talent pool have successfully completed our meticulous vetting process. We have remote talents with various specializations, from admin and marketing to real estate and finance. If you’re looking for someone more specific, we can help with your search, too!

During your free consultation call, our Growth Experts will get to know your business and staffing needs. Then, they will create a job description (JD) based on the information gathered during the call. Once you’ve approved the JD, our team will find candidates within our talent pool of pre-vetted VAs. If you have a more specialized requirement, we’ll turn to our tried-and-tested platforms to find the type of VA you need.

End-to-End Staffing Solutions

We’re committed to making working with a VA as productive and convenient as possible for businesses and remote professionals. Our award-winning solutions include the following:

  • Free Client-VA Pairing
  • Dedicated Account Manager
  • IT Helpdesk
  • Access to Our Propriety Time-tracking App
  • Payroll Processing
  • VA Training and Upskilling
  • VA Management

If you want to grow your business and help more clients stay on track financially, partnering with 20four7VA is the way to go. Whether you need admin support or financial planning assistance, our dedicated team will help you find the right remote talent.

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