Give Your Advisers More Time
To Advise Clients.
Growing financial planning practices depend on efficient operational support. A dedicated Financial Planning Assistant builds dependable advice delivery readiness that helps your advisers spend less time on administration, accelerate client implementation, and deliver a better client experience.
TRUSTED BY GROWING BUSINESSES WORLDWIDE
BUILD ADVICE DELIVERY READINESS
What Our Financial Planning Assistants Actually Do
Exceptional financial advice depends on efficient operations behind every client engagement. Our Financial Planning Assistants become dedicated owners of your financial planning operations, coordinating client documentation, supporting advice preparation, managing implementation, maintaining compliance records, and organising client reviews so your advisers can focus on delivering exceptional financial advice.
Common responsibilities include:
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Prepare Client Documentation
Coordinate financial planning forms, client records, and supporting documentation required throughout the advice process.
Support Advice Preparation
Assist with Statements of Advice (SOAs), Records of Advice (ROAs), implementation paperwork, and client documentation.
Coordinate Advice Implementation
Work with product providers, investment platforms, insurers, and internal teams to implement approved financial advice efficiently.
Maintain Client Records
Keep CRM systems, compliance records, and client files accurate, complete, and up to date.
Schedule Client Reviews
Coordinate appointments, annual reviews, and ongoing client communications that support long-term client relationships.
Support Compliance Administration
Prepare documentation and maintain records that support regulatory obligations and internal compliance requirements.
Strengthen Advice Delivery Readiness
Continuously improve financial planning workflows that increase adviser productivity, reduce administrative workload, and strengthen client service.
Instead of asking your financial advisers to prepare documentation, coordinate implementation, manage compliance records, schedule client reviews, and follow up with clients alongside delivering financial advice, you gain a dedicated Financial Planning Assistant who keeps your advice operations moving while your advisers focus on serving more clients.
WHY BUSINESSES HIRE A FINANCIAL PLANNING ASSISTANT
Better operational support creates greater adviser capacity.
Financial advisers create the greatest value when they're advising clients, not managing administration. Every operational task successfully delegated creates more capacity for client relationships and business growth. A dedicated Financial Planning Assistant helps your practice improve operational efficiency, strengthen compliance, and support scalable advice delivery.
Increase Adviser Capacity
Reduce administrative workload so advisers can spend more time delivering financial advice.
Accelerate Advice Implementation
Keep client documentation and implementation activities progressing without unnecessary delays.
Strengthen Client Experience
Deliver consistent communication and organised client support throughout the advice journey.
Improve Operational Consistency
Maintain structured financial planning workflows that support quality, compliance, and efficiency.
Build Scalable Financial Planning Operations
Develop repeatable operational processes that continue supporting practice growth as client numbers increase.
Reduce Hiring Costs
Save 40–70% compared to equivalent local hiring while strengthening your advice delivery capability.
Lower labour costs are only one advantage. The real value comes from building dependable advice delivery readiness that increases adviser capacity, strengthens operational efficiency, and allows your practice to serve more clients without compromising service quality.
See How Much You Can SaveHow Offshore 24/7 Makes It Easy
Get started in days, not weeks.
Bringing an offshore Financial Planning Assistant into your practice should feel straightforward. Offshore 24/7 manages recruitment, onboarding, and integration so your specialist becomes a productive member of your financial planning team from day one.
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We Understand Your Workflow
We learn how your practice prepares advice documents, manages client onboarding, coordinates implementation, schedules reviews, maintains compliance records, and supports advisers to identify where dedicated operational support can create the greatest impact.
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We Match You With The Right Specialist
We recruit a Financial Planning Assistant whose experience aligns with your advice process, CRM platform, compliance framework, client service standards, and operational objectives.
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We Get Them Productive Quickly
Your specialist works within Xplan, AdviserLogic, Midwinter, Salesforce Financial Services Cloud, Microsoft 365, Google Workspace, DocuSign, CRM platforms, financial planning software, and your client service workflows while supporting your advisers and operations team.
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We Support And Scale As You Grow
As your client base expands, compliance requirements increase, and advice volumes continue to grow, we help you scale your offshore financial planning support team while maintaining dependable operational assistance.
Frequently Asked Questions
What does a Financial Planning Assistant do?
A Financial Planning Assistant supports financial advisers by preparing client documentation, coordinating Statements of Advice (SOAs) and Records of Advice (ROAs), managing advice implementation, maintaining client records, scheduling reviews, and ensuring financial planning workflows progress efficiently.
When should I hire a Financial Planning Assistant?
Hire a Financial Planning Assistant when advisers spend too much time on administration, advice preparation slows client delivery, implementation backlogs grow, compliance tasks become difficult to manage, or your practice needs to increase adviser capacity without hiring additional advisers.
How is a Financial Planning Assistant different from a Client Services Officer?
A Financial Planning Assistant focuses on supporting the financial advice process by preparing documentation, coordinating implementation, and managing adviser workflows. A Client Services Officer focuses on ongoing client communication, service requests, account administration, and maintaining day-to-day client relationships after advice has been delivered.
How is a Financial Planning Assistant different from a Financial Data Analyst?
A Financial Planning Assistant supports advisers and client service operations within a financial planning practice. A Financial Data Analyst analyses financial performance, business metrics, and operational data to support organisational planning and executive decision-making.
What software do Financial Planning Assistants commonly use?
Financial Planning Assistants commonly use Xplan, AdviserLogic, Midwinter, Salesforce Financial Services Cloud, Microsoft Excel, Microsoft 365, Google Workspace, DocuSign, CRM platforms, financial planning software, and client management systems.
Can a Financial Planning Assistant improve adviser productivity?
Yes. By managing administration, coordinating implementation, maintaining client records, and preparing advice documentation, they allow advisers to spend more time meeting clients, delivering advice, and growing the practice.
Is this role suitable for offshore support?
Yes. Cloud-based financial planning software, CRM platforms, document management systems, and collaboration tools allow Financial Planning Assistants to work seamlessly alongside your advisers and operations team.
How do you protect sensitive client financial information?
Offshore 24/7 protects sensitive client financial information through secure onboarding, controlled system access, confidentiality agreements, and established security practices that safeguard personal and financial data.
Which responsibilities should remain with leadership?
Leadership and licensed financial advisers remain responsible for providing financial advice, developing client strategies, making investment recommendations, regulatory accountability, and maintaining adviser-client relationships, while the Financial Planning Assistant manages day-to-day administration, documentation, implementation coordination, client scheduling, CRM maintenance, and operational support.
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What Our Clients Say About Us
Hundreds of Australian businesses have used Offshore 24/7 to hire offshore staff in the Philippines — from their first virtual assistant to full offshore departments. Here's what they say.
"Working with Offshore 24/7 has been a fantastic experience for us. We’ve brought five new team members on board through them, and I couldn’t be happier with the results. Each of our new hires has shown a strong work ethic and fits in perfectly with our team. Ben and Jen, our go-to contacts, have been incredible throughout the entire process. They’re always just a call or email away and have been incredibly supportive and responsive. Their dedication really made the hiring process smooth and stress-free. If you’re looking for a reliable staffing partner, I strongly recommend Offshore 24/7. They’ve been a game-changer for us!"
Apartments Plus & The Property Business
"Working with Offshore 24/7 has been an outstanding experience for our company. Their professionalism and deep understanding of our needs led to the perfect placement of an exceptional staff member who has significantly contributed to our team's success. From the outset, Offshore 24/7 took the time to thoroughly understand our company culture and specific requirements. They provided a curated list of candidates, each of whom was not only highly qualified but also a great fit for our team. Their keen insight and attention to detail were evident throughout the recruitment process. Highly recommend the team at Offshore 24/7 when looking to place a staff member located overseas."
Aussie Property
"We were struggling to find a reliable lead generation partner until I discovered Offshore 247. Their team's expertise and dedication transformed our sales pipeline, within weeks, we saw a significant increase in qualified leads, resulting in substantial revenue growth, Offshore 247's professionalism, communication, and customized solutions exceeded my expectations, their ability to understand our unique needs and adapt their strategies accordingly has been invaluable, we highly recommend Offshore 247 to any business seeking efficient and effective lead generation solutions, their partnership has been a game-changer for our company."
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