• The Financial Services PA

    Free up more time to focus on your business and spend your time doing what you do best: attaining new clients, developing existing relationships and delivering high quality financial advice.

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  • Virtual Paraplanner

    Lessen your stress and workload by placing your suitability letters (SLs) into the capable hands of our paraplanning team. Our Paraplanners are available to help with a vast array of SLs and additional services.

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Working in your business while you work on your business

The team at Virtual PA Services are here to help your financial services business thrive! Here to help you free up your time by taking on the responsibility of your administrative tasks, we provide comprehensive and refreshingly proactive support to Financial Advisers who want to enjoy the benefits of their own dedicated PA, without the responsibility of employing a full-time member of staff.

Our talented PAs and Paraplanners are trained at executive level to provide a thorough, efficient, and solutions-focused service to the financial services sector. These Personal Assistants are more than just administrators: they are experienced professionals who have been put through a rigorous training process that ensures they have the skills, knowledge, and drive to deliver exceptional value to our clients. They also benefit from the support of our highly skilled Team Leaders, who oversee their ongoing learning and development and are onboard to ensure our Virtual PAs adhere to all current legislation.


Why choose Virtual PA Services?

We’re recognised

We are recognised by St. James’s Place as a 3rd party provider of PA and paraplanning support for their Financial Advisers.

We’re experienced

Our virtual PA company has been delivering high level PA support to financial services clients since 2003.

We’re efficient

Our role is to make your life easier! Our PAs are fast, responsive, and always available when you need them.

We’re cost effective

Wave goodbye to costly and time-draining recruitment processes and say hello to 100% productivity, without the red tape.

Which service do you require?