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Case Study

Efficiency and Growth: The MWA and Valenta Partnership Success

Case Study

Spotlight

Industry

Wealth Management

Location

London, UK

SERVICES:

Paraplanning, Staff Augmentation

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About the Client

  • Founded in 2016, MWA was established with a vision to create a leading UK advice business through the acquisition of businesses and organic growth.
  • Since partnering with Valenta in December 2020, MWA has grown their operations, leveraging Valenta’s support to meet the resource demands of their Administrative and Paraplanning workload. Currently, the MWA team is supported by 9 Valenta staff, comprising 5 Admin and 4 planning resources.

The Solution & Approach

Valenta addressed MWA’s challenges by providing specialized staffing services for administration and paraplanning tasks. The staffing services included team leading and line management, eliminating the HR overhead that would otherwise be associated with this part of their workforce. This approach kept MWA’s business operations simple as it scaled and allowed MWA to focus on clients and the strategic reasons their clients chose them.

Dedicated Teams

Valenta staff were assigned to MWA’s business. Although they remained Valenta employees, they became part of MWA’s team, as closely integrated as geography allowed. This ensured a high level of commitment and integration, enhancing the partnership’s efficiency and effectiveness.

Continuity

Valenta’s positive work environment resulted in unmatched assignment stability for clients. Even as careers and lives progressed and staff inevitably changed, the handover process was handled completely by the Valenta team leader also assigned to MWA, ensuring a seamless transition and maintaining the reliability of the service.

Hit the Ground Running

Valenta staff were fully equipped with all necessary IT and office space. They had comprehensive domain experience and worked in teams using tools like iO, IFA Dash, Dynamic Planner, Xplan, Voyant, and platforms such as Standard Life, Royal London, Aviva, Aegon, and Legal & General. This enabled them to get started in MWA’s business straight away.

Compliance

Valenta held ISO 27001 certification for Information Security and ISO 9001 certification for Quality Management, among many others. Their auditors were accredited by the UK accreditation service.

Ethical Practices

Valenta’s employment practices were consistent with all legal and social obligations and the expectations UK companies rightly had of their partners. Clients were welcome to visit Valenta, and many did.

Key Business Outcomes & Results

Flexible Workforce

MWA was able to meet the resource demands of this part of their business with greater agility than could be achieved with a directly employed team.

Scalability and Access to Talent

MWA gained access to a wider talent pool of experienced staff to support their rapid growth.

Increased Profitability

Valenta’s staff were in a lower-cost labor market, resulting in cost savings of around 40-50% compared to onshore providers.

Peace of Mind

Valenta’s transparency and gold- standard certifications by UK- accredited auditors contributed to the confidence and peace of mind MWA needed as part of their supplier due diligence.

Access to Wider Capability

Valenta’s technical consultancy services prepared dashboards for MWA’s investment committee, providing valuable insights from data.

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