Paraplanning virtual assistant — Paraplanning Assistant

What happens for a paraplanning assistant?

• The brief for a paraplanning assistant is one person, not a roster.
• You write that brief before anyone is approached.
• Three finalists are introduced for a paraplanning assistant.
• You interview them and you choose.
• You pay the person you select directly.
• There is no monthly markup on the wage.
• If a paraplanning assistant leaves within six months, we search again.
• That second search is not a refund.
• Shared hours for a paraplanning assistant go in the brief.
• Name the software required on day one.
• Onboarding covers the first 30, 60 and 90 days.
• Time tracking can be set up after the start.
• A call line with SMS can be part of setup.
• Messaging tools are recommended for the team.
• You arrange payment for a paraplanning assistant yourself.
• Contract guidance stays general and simple.
• It is not a substitute for your own adviser.
• Discovery starts with the bottleneck in the business.
• The role is written before sourcing begins.
• Applicants are screened before you meet anyone.
• References are checked on the shortlist.
• About 21 days is the target to three finalists.
• That timing is a target, not a promise.
• The deposit opens the search.
• The balance is due when you select someone.
• Remote staffing is another name for this hire.
• A dedicated offshore hire is the offer.
• Outsourcing the queue still leaves you as the manager.
• The person joins your team, not a shared floor.
• Clients also compare a one-time fee with a monthly markup.
• The published fee covers the search for a paraplanning assistant.
• Wages for a paraplanning assistant are agreed by you.
• We do not employ a paraplanning assistant for you.
• You keep the relationship after you select.
• The shortlist for a paraplanning assistant is three people.
• Each finalist for a paraplanning assistant is interviewed first.
• You can reject the shortlist and talk again.
• The brief for a paraplanning assistant names the output.
• Hours you share with a paraplanning assistant are written down.
• Tools for a paraplanning assistant are listed before day one.
• Month one is for learning the queue.
• Day 60 is when a paraplanning assistant runs the queue.
• Day 90 is a simple review of results.
• A replacement search is the guarantee.
• Read the guarantee terms before you rely on it.
• a paraplanning assistant can take on this: Assemble the fact find into the template.
• a paraplanning assistant can take on this: Prepare comparisons from the research house you use.
• a paraplanning assistant can take on this: Draft the file note for the adviser to edit.
• a paraplanning assistant can take on this: Check that the documents on the checklist are on file.
• A useful skill here: Template discipline.
• A useful skill here: No product advice.
• A useful skill here: A research-house login you provide.
• A useful skill here: Care with client facts.

How a search works

Process

1. 01

   Agree the brief

   Agree the tasks, tools and hours

2. 02

   Search

   We search and assess candidates

3. 03

   Shortlist

   About 21 days to three finalists is a target

4. 04

   You choose

   You interview them and you choose