Hire a Virtual Assistant for Financial Services
South African virtual assistants handle paraplanning, compliance, and client onboarding. Financial advisors focus on client-facing, revenue-generating activities. They manage the administrative burdens.
Driving Efficiency and Compliance for Financial Services
Let HireSava VAs handle specialized financial tasks. This frees your advisors from non-billable administrative and compliance burdens to focus on client planning and prospecting.
Direct specialized experience in paraplanning, mortgage brokerage, and compliance administration
Proficient in specialized financial software like Xero and Sage
Trained to operate within strict regulatory frameworks (FAIS, FICA/KYC protocols)
Can handle pre-analysis work, getting files 80% complete for final advisor decision
GMT+2 time zone provides ideal overlap for real-time support during market hours
Types of Roles for Every Financial Services Use Case
Virtual Assistant for Client Onboarding & Compliance
Example Roles
- •KYC/FICA Specialist
- •Client Onboarding Coordinator
- •Compliance Administrator
Virtual Assistant for Paraplanning & Advisory
Example Roles
- •Virtual Paraplanner
- •Mortgage Paraplanner
- •Financial Planning Assistant
- •Research Analyst
Virtual Assistant for Financial Administration
Example Roles
- •Bookkeeping Assistant
- •Expense Tracking Specialist
- •Xero/Sage Specialist
- •Accounts Receivable Specialist
Virtual Assistant for Business Development
Example Roles
- •Lead Generation Specialist
- •Research Analyst
- •Investor Relations Assistant
Virtual Assistant for Executive Support
Example Roles
- •Executive Assistant
- •Personal Assistant
- •Virtual Assistant
Example Tasks That Our Financial Services Assistants Handle
Client Onboarding (KYC/FICA)
- •Collecting and verifying KYC (Know Your Customer) and FICA documentation from new clients
- •Processing compliance paperwork and ensuring alignment with regulatory standards (AML, FATCA)
- •Setting up new client accounts in financial management systems and CRMs
- •Managing and analyzing client risk assessment questionnaires and preferences
- •Coordinating welcome packages and scheduling initial client-advisor meetings
Paraplanning Support
- •Conducting comprehensive financial research on investment products, funds, and providers
- •Preparing detailed financial reports, proposals, and recommendation reports
- •Assisting with Financial Needs Analysis (FNA) and risk calculations to identify shortfalls
- •Preparing client review documentation and valuations for annual advisor meetings
- •Ensuring all client files and transactions adhere to regulatory compliance (FSCA, FAIS, FICA)
Bookkeeping & Financial Administration
- •Handling expense reconciliation and tracking within specialized software (Xero, Sage)
- •Processing quotes, generating client invoices, and following up on outstanding payments
- •Assisting with payroll administration and VAT submissions
- •Maintaining accurate client financial records and uploading information to internal systems
Business Development Support
- •Researching potential high-net-worth clients, institutional partners, or new market opportunities
- •Building and maintaining prospect lists and lead databases within the CRM
- •Preparing and customizing pitch decks, sales proposals, and presentations
- •Monitoring industry trends and competitor activity to prepare market intelligence reports
How it works?
HireSava.com is the easiest way to hire remote talent from South Africa. 3 easy steps to hire your dream talent.
Post a job
Let talented workers come to you by posting a job.
- Describe the role, skills required, and other details.
- Add screening questions to filter candidates based on your unique criteria.
- Select from our job packages to boost visibility and attract the best candidates.
Review applications
Sort through qualified candidates and find your perfect match.
- Review detailed profiles and work history.
- Filter candidates based on skills and experience.
- Shortlist top candidates for interviews.
Hire and start working
Connect with your chosen candidate and begin your collaboration.
- Message candidates directly through our platform.
- Conduct interviews and finalize terms.
- Start working together immediately.
Simple, monthly pricing.
Hire talent directly with no markups
Cancel when done recruiting.
Hire great talent or we'll give your money back. It's better than a "free trial."
Pro
$69/mo
- Create 3 job posts per month
- 14 day job expiration
- Unlimited applications per job
- Message candidates
- View contact details
- Access candidate resumes
Cancel easily anytime. No hidden fees.
Premium
$99/mo
- Create 5 job posts per month
- 30 day job expiration
- Unlimited applications per job
- Message candidates
- View contact details
- Access candidate resumes
- AI features
Cancel easily anytime. No hidden fees.
GUARANTEE
100%
100% Money Back Guarantee.
If you don't find someone great, we'll give you your money back.
NO CONTRACTS. NO COMMITMENTS. NO EXTRA FEES. NO SALARY MARKUPS. CANCEL SUBSCRIPTION AT ANYTIME.