A Financial Planning Assistant optimises and speeds up your workflow by handling your day-to-day, low-value tasks, so you can achieve a work-life balance while securing your career and business growth. A Financial Planning VA is responsible for: Setup client files Add client data to the financial planning software Prepare forms, documents, templates etc. for client meetings Implementation of Financial Advice Establish Super funds, Investment accounts, initiate rollovers Prepare portfolio reports Prepare product enquiry forms and research Prepare product comparison reports. Prepare insurance premium estimates and quotes using specific software Prepare application forms Download product documents Submit application forms Follow up applications, insurance underwriting, medicals etc. Arrange medical tests Download and collate documents and other research Update and maintain client database Managing Prospect database in CRM system Other tasks agreed upon by the parties