your Firm?
your Firm?
Our Financial Planning Assistants are trained to increase your process efficiency
time-consuming admin tasks?
Data Entry
Expert Administrative Support
Complete High-Quality Product Research
File Management with CRM System
Compliance Checklist
Forms Preparation and Implementation
Supporting Docs Follow Up
Requests Preparation and Implementation
Data Entry
Expert Administrative Support
Complete High-Quality Product Research
File Management with CRM System
Compliance Checklist
Forms Preparation and Implementation
Supporting Docs Follow Up
Requests Preparation and Implementation
Transform Your Financial Advice Process Today!
Data Security
Up-to-date and comprehensive systems are in place to continue our commitment to safeguard your business data and systems.
Active Management
We work with you to manage your team, investing in ongoing development, technology, and added capabilities to support your team.
Tailored Solutions
As growth partners, we understand your business needs so we tailor our services and solutions to meet them.
what our clients
have to say.
Riza (Admin of the Year 2022) has really grown and stepped up in the past year. She has been with our team just over a year and she is now an essential Team Member. The support she provides to our broker is excellent. Also, no task is too small or big for her as she gets it done with consistency and finesse.
Ivana Sanzari
Practice, Manager Calder Wealth Management
FAQs
What does a financial planning assistant do?
A Financial Planning Assistant (FPA) plays a crucial role in handling both pre- and post-Statement of Advice (SOA)/Record of Advice (ROA) administrative tasks. This includes tasks such as data collection, documentation management, and post-implementation audits. The responsibilities assigned often align with the assistant’s tenure and career progression within the team.
What tasks does a financial planning assistant perform on a daily basis?
Our Financial Planning Assistant enhances your business by managing administrative tasks, gathering crucial information, conducting research, and preparing necessary forms and filings. This support allows you to dedicate more time and energy to scaling your business effectively.