Virtual assistant
Virtual assistant for financial advisers
The one-time recruitment fee is USD 2,795 (USD 350 deposit + USD 2,445 on hire). There is no ongoing recruitment markup. The six-month guarantee is a replacement search, not a refund.
The fee
USD 2,795
Charged once. No monthly markup on the wage.
The shortlist
21 days
The target from an agreed brief to three finalists.
The guarantee
6 months
Another search if it does not work out. Not a refund.
The work
Tasks this hire takes
A virtual assistant for financial advisers prepares files, diaries reviews and chases paperwork.
The adviser still gives the advice and signs the SOA.
Two jobs shape a normal week for financial advisers: Book annual reviews in the practice diary, and chase signed authorities and missing facts. Firms hire for that rhythm, not for an empty inbox.
Book annual reviews in the practice diary
Chase signed authorities and missing facts
Update Xplan or AdviserLogic from the adviser notes
Prep the meeting pack the adviser will use
File the signed SOA back to the client record
Book annual reviews in the practice diary. For financial advisers, that work sits beside Xplan, Midwinter or AdviserLogic. The principal still makes the call above it.
Chase signed authorities and missing facts. Ask each finalist for financial advisers when they last did this, and whether they did it in Xplan, Midwinter or AdviserLogic.
The brief for financial advisers should treat this as a standing job: update Xplan or AdviserLogic from the adviser notes. Xplan, Midwinter or AdviserLogic is where the office checks it.
Prep the meeting pack the adviser will use. If the hire has not used Xplan, Midwinter or AdviserLogic, the first month for financial advisers includes learning it, and the principal still reviews the output.
File the signed SOA back to the client record. For financial advisers, write down what done looks like, and who is told when it is finished.
Day one
Software in the brief
Name Xplan, Midwinter or AdviserLogic in the brief for financial advisers when the hire will use it in the first week.
Say whether The practice diary and review cycle is required on day one for financial advisers, or taught after the start.
A short task in A document checklist the paraplanner owns can be part of the interview for financial advisers, if you want to see the work.
You grant access to Xero for the practice invoice, not the client portfolio. For financial advisers, the hire should have that login before week two.
Xplan, Midwinter or AdviserLogic
The practice diary and review cycle
A document checklist the paraplanner owns
Xero for the practice invoice, not the client portfolio
The line
Compliance boundary
The hire does not give financial advice or alter a recommendation.
For financial advisers, the interview repeats the boundary above. The hire should be able to say what they will not decide.
Who we introduce
Roles we place
We place an admin assistant and a paraplanning assistant when you ask for that brief.
Three people are introduced for financial advisers. You interview them, and you choose the one who starts.
Pricing
The recruitment fee is USD 2,795, charged once.
USD 350 opens the search. USD 2,445 is due when you select someone.
A monthly markup is a different model. We do not add one.
Charged once
USD 2,795
You pay the person you select directly after that.
- Deposit to open the search
- USD 350
- Balance when you select someone
- USD 2,445
USD 350 deposit + USD 2,445 on hire. A monthly markup is a different model.
Guarantee
Six months
If the person you select leaves within six months, we search again.
That second search is not a refund.
What the replacement guarantee coversHow a search works
Process
- 01
Agree the brief
Agree the tasks, tools and hours
- 02
Search
We search and assess candidates
- 03
Shortlist
About 21 days to three finalists is a target
- 04
You choose
You interview them and you choose
Book a free call when the financial advisers brief is ready to open.
The first 90 days
- 01
Days 1 to 30 for financial advisers are for learning Xplan, Midwinter or AdviserLogic and the way the office already hands work across.
- 02
By day 60 this should be routine for financial advisers: Update Xplan or AdviserLogic from the adviser notes.
- 03
The day-90 review asks one question for financial advisers: is “File the signed SOA back to the client record” happening without you chasing it?
What we ask before we search
- On the call for financial advisers, we ask who does this today: book annual reviews in the practice diary.
- We ask which of these the hire for financial advisers must open on day one: Xplan, Midwinter or AdviserLogic, The practice diary and review cycle, A document checklist the paraplanner owns.
- For financial advisers, we ask you to say the line a new starter must not cross.
Shared hours are written into the brief for financial advisers before anyone is approached.
Book a call
Tell us the work. We'll introduce three people.
FAQ
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Post-Hire Support
We set you up to manage them.
Never managed a remote hire before? We set you up with the tools to manage them: remote time tracking, a business call line with SMS, communication and messaging tools, payments, and onboarding guidance for the first 30, 60 and 90 days.
We guide you through the legal side of hiring offshore (contracts, contractor setup and paying them properly) and keep it simple.
This is general guidance, not a substitute for your own legal or tax adviser.
See Post-Hire Support- Onboarding guidance for the first 30, 60 and 90 days
- Communication tools and response expectations
- Meeting cadence and management frameworks
- KPI and performance guidance tailored to the role
- SOP guidance so knowledge doesn't live in your head
- Recommended tools for phone, payments, time tracking and messaging
- Best practices for remote and offshore team management
- Legal and compliance guide for engaging offshore team members
When you're ready
Send the role. Then pick a time.
A name, a number and the work you want to move. We'll use it to prepare the call.