Paraplanners & Virtual Assistants

Staff Augmentation

Paraplanner & Financial
Planning Admin

Streamline Your Financial Operations with Expert Canadian Paraplanning Services

At Valenta, we specialize in providing top-tier paraplanning services to financial advisors across Canada. With a deep understanding of the Canadian financial landscape, our experienced team of paraplanners is dedicated to delivering accurate, compliant, and personalized financial planning support, allowing you to focus on what you do best – building and maintaining client relationships.

Our outsourced paraplanning solutions are designed to enhance your efficiency, reduce operational costs, and ensure that your clients receive the highest standard of financial planning. Whether you require assistance with data analysis, financial plan preparation, or compliance documentation, we are here to support your practice with precision and expertise.

Experience the benefits of having a reliable, professional paraplanning team by your side. Let us streamline your operations and elevate your financial advisory services to new heights

Partnering with Valenta: Paraplanning & Virtual Assistance

INSURANCE SUPPORT

Insurance Analysis (Life, Disability, Critical & Group Insurance)
Insurance Need Analysis
Illustration Creation and Comparison
Pre-Filling Applications
Policy Servicing (Surrender Request, Address/ Banking change, Beneficiary change)

FINANCIAL PLANNING SUPPORT

Creating Financial Planning Profile (Razor plan, Snap Projection)
Cashflow Analysis
Retirement Planning (RRSP, SRRSP TFSA, LIRA and RDSP)
Insurance Planning (Life, DI, CI and GSI)
Education Planning (RESP)
Estate Planning
Corporate Planning

INVESTMENT ANALYST

Portfolio Review (Current and Proposed)
Investment Summaries
Financial Modelling
Risk Management

ADMIN SUPPORT

Client Onboarding & CRM Management
Meeting Agendas (Pre & Post meeting)
Meeting Summary
Daily reporting (Trello)
Client and Business Communication
Form Filling

Your Trusted Partner in Australian Paraplanning Solutions

Valenta is a premier provider of specialized paraplanning outsourcing services in Australia. We cater exclusively to financial advisors and firms, offering a comprehensive suite of solutions designed to streamline your operations and enhance client outcomes.

At Valenta, we pride ourselves on delivering exceptional paraplanning support tailored to the unique needs of Australian financial professionals. With years of industry expertise, our team is committed to helping you navigate regulatory complexities, optimize workflows, and deliver superior financial advice to your clients.

Partnering with Valenta: Paraplanning & Virtual Assistance

INSURANCE SUPPORT

Insurance Research (Life, Total & Permanent Disability, Trauma, Income Protection & Business Insurance)
Insurance Need Analysis
Insurance Renewals
Insurance Overdue Process
Insurance Quote Generation
Insurance Lodging Request
PDS Document Generation
Authority Approval Requests

FINANCIAL PLANNING SUPPORT

Statement of Advice
Record of Advice
Execution Only
Product Comparison
Projection
Superannuation and Insurance Research
Preparation of Switch
Rollover forms using various Portals
Pre SoA Support
Post SoA Support

ADMIN SUPPORT

Annual Review Report Preparation
Updating Product Online Portal
Authority Approval Requests
Client Data Mapping
Fact Find Document Generation
File Notes ( Preparing/ Updating)
Emailing Clients (Meeting)
Forward Planning Meeting Coordination
Lodging Request
Handling Dishonour Email and SMS Notifications

FINANCIAL PLANNING STRATEGIES (SERVICES)

Insurance
Superannuation
Self- Managed Super Fund
Debt Management
Retirement Planning
Investment
Gearing
Cashflow Budgeting
Estate Planning

Transform Your Practice with Premium US Financial Planning Outsourcing Solutions

Valenta is your trusted partner in comprehensive paraplanning, and financial planning outsourcing services tailored for US-based financial advisors and wealth management firms. We specialize in delivering top-tier support to help you optimize efficiency, maintain compliance, and enhance client satisfaction.

At Valenta, we provide superior paraplanning solutions designed to meet the specific needs of financial professionals across the United States. With a team of experienced paraplanners and industry experts, we strive to support your practice with precision, reliability, and a commitment to excellence.

Partnering with Valenta: Paraplanning & Virtual Assistance

INSURANCE SUPPORT

Insurance Analysis (Life, Disability & LTC)
Insurance Need Analysis (HLV & Goal)
Illustration Creation and Comparison
Proposal Creation and Disclosures
Pre-Filling Applications
Underwriting Monitoring
Cashflow Income Projections (VUL and IUL)

FINANCIAL PLANNING SUPPORT

Risk Analysis and Evaluation
Creating Financial Planning Profile (eMoney, MGP, RightCapital, NaviPlan)
Cashflow Analysis
Budgeting, Debt Consolidation and Restructuring
Tax Planning (Contributions and Tax Loss Harvesting)
Retirement Planning(DCP, DBP, IRA…etc)
Insurance Planning (Life, DI and LTC)
Education Planning (529 and Coverdell)
Estate Planning (Will, POA, HCP, DAF and Trust)

ADMIN SUPPORT

Client Onboarding & CRM Management
Meeting Agendas (Pre & Post meeting)
Meeting Summary (Mindmap, Asset-Map, Financial Profiling)
Daily reporting (Orion and Tamarac)
Client and Business Communication
Form Filling (Schwab, EQIS, Kingdom Trust, etc)

INVESTMENT ANALYST

Portfolio Review (Current and Proposed)
Periodic Portfolio Rebalancing (80:20, 70:30, 60:40)
Equity Research (Stocks, ETF, MF, Bond)
Sectoral Research(Cannabis, Meat, Super Market)
Private Investment (Opportunity Zone)
Rental Real Estate (Commercial and Housing)
IPS Creation

Leading Provider of Bespoke Paraplanning Services in the UK

Welcome to Valenta, your trusted partner for premium paraplanning outsourcing solutions tailored specifically for UK-based financial advisors and firms. With a focus on excellence, compliance, and client satisfaction, we are committed to supporting your practice’s success.

At Valenta, we specialize in delivering high-quality paraplanning support to financial advisors across the UK. Our team of dedicated professionals combines extensive industry knowledge with a deep understanding of local regulations to provide comprehensive solutions that meet your business needs.

Partnering with Valenta: Paraplanning & Virtual Assistance

INSURANCE SUPPORT

Client Onboarding & CRM Management
Client and Business Communication
ATR(Attitude to risk) & Letter of Authority procedures
Annual Review Packs & Portfolio Review Statements
Scheme Valuation Reports
Policy Summaries
Producing Fund Factsheets
Checking fund trade summary
Business checklists

FINANCIAL PLANNING SUPPORT

Suitability Report (New Investment, Top-ups,
Fund Switch, Investment & Pension Transfers, Protection & Mortgage)
Annual Review Services
Tax year end Letters
Cashflow Analysis
CGT Calculations
Retirement Planning (PP, SIPP, DC, DB,…etc)
Investment Planning (ISA, GIA, and Bond)
Protection Planning (WOL, IP, Term,..etc)
Mortgage Planning (Res, BTL, etc)

INVESTMENT ANALYST

Product & Provider Research
Cost comparisons & Illustrations
Projections
Periodic Portfolio Rebalancing
Fund Research & Analysis

COMPLIANCE SUPPORT

Annual AML Checks
Report Reviews

Elevate Your Practice with Paraplanners and Virtual Assistants

Paraplanner staff augmentation and virtual assistant outsourcing allow financial professionals to concentrate on high-value tasks such as client relations and strategic objectives. Valenta, a global leader in Paraplanning and Financial Planning Virtual Assistant services, offers expert support to increase productivity and profitability for financial planning and wealth management executives.

Valenta’s comprehensive suite of solutions helps financial planning and wealth management executives transform their operations, increase productivity, and focus on fee generation. Partner with us to take your business to the next level with our highly qualified and certified team, global delivery model, and commitment to quality service.

Benefits of Partnering with Valenta for Paraplanning and Virtual Assistant Services

Enhanced Operational Efficiency

By outsourcing administrative and planning tasks, financial professionals can reduce operational costs and increase profitability, making their practice more sustainable and efficient.

Access to Qualified Global Talent

Valenta’s global delivery model ensures access to the best Paraplanning and Financial Planning Virtual Assistant talent worldwide. Our team members are highly qualified and certified in leading software applications, delivering top-quality services.

Focus on Business Development and Client Engagement

With routine tasks managed by our expert team, financial executives can dedicate more time to business development and client engagement, driving growth and enhancing client satisfaction.

Investment Analyst Support

Portfolio Review (Current and Proposed)
Periodic Portfolio Rebalancing (80:20, 70:30, 60:40)
Equity Research (Stocks, ETF, MF, Bond)
Sectoral Research (Cannabis, Meat, Super Market)
Private Investment (Opportunity Zone)
Rental Real Estate (Commercial and Housing)
IPS Creation

Comprehensive Services by Paraplanning, Administration Specialists, and Virtual Assistants

Insurance Support

Insurance Analysis: Life, Disability & LTC
Insurance Need Analysis: HLV & Goal
Illustration Creation and Comparison
Proposal Creation and Disclosures
Pre-Filling Applications
Underwriting Monitoring
Cashflow Income Projections: VUL and IUL

Financial Planning Support

Risk Analysis and Evaluation.
Creating Financial Planning Profiles: eMoney, MGP, RightCapital, NaviPlan.
Cashflow Analysis
Budgeting, Debt Consolidation, and Restructuring.
Tax Planning: Contributions and Tax Loss Harvesting.
Retirement Planning: DCP, DBP, IRA, etc.
Insurance Planning: Life, DI, and LTC.
Education Planning: 529 and Coverdell.
Estate Planning: Will, POA, HCP, DAF, and Trust.

Administrative Support

Client Onboarding
Meeting Agendas: Pre & Post meeting.
Meeting Summary: Mind map, Asset-Map, Financial Profiling.
CRM & Data Management.
Client and Business Communication.
Form Filling: Schwab, EQIS, Kingdom Trust, TD Ameritrade, Fidelity.
Daily Reporting: Orion and Tamarac.
Quarterly/Monthly Newsletters

Investment Analyst Support

Portfolio Review: Current and Proposed.
Periodic Portfolio Rebalancing: 80:20, 70:30, 60:40.
Equity Research: Stocks, ETF, MF, Bond.
Sectoral Research: Cannabis, Meat, Super Market.
Private Investment: Opportunity Zone.
Rental Real Estate: Commercial and Housing.

Service Delivery Model

The Valenta Way

Daily Meetings

Provide feedback

For the first 2 weeks

Weekly Meetings

Review turn around time
Review overall quality
Identify process improvements
Identify areas to improve

From week 3 to week 12

Monthly Meetings

Review Smartsheet or Dashboard data
Identify process improvements
Identify areas to improve

From month 4

The Valenta Difference

Quality

Weekly review

TAT

Weekly review

Training

As needed

Technology Toolkit

Technology Toolkit

Technology Toolkit

Valenta Pricing Packages

For more information on our pricing packages, please contact us.

Paraplanning

Full time

From

£1,800/Month

40 Hours per week

Part time

From

£950/Month

20 hours per week

Client Service Admin

Full time

From

£1,500/Month

40 Hours per week

Part time

From

£825/Month

20 hours per week

Paraplanning

Full time

From

$2,800/Month

40 Hours per week

Part time

From

$1,500/Month

20 hours per week

Client Service Admin

Full time

From

$2,600/Month

40 Hours per week

Part time

From

$1,350/Month

20 hours per week

Paraplanning

Full time

From

$2,800/Month

40 Hours per week

Part time

From

$1,500/Month

20 hours per week

Client Service Admin

Full time

From

$2,600/Month

40 Hours per week

Part time

From

$1,350/Month

20 hours per week

Paraplanning

Full time

From

$2,600/Month

40 Hours per week

Part time

From

$1,350/Month

20 hours per week

Virtual Assistant

Full time

From

$2,500/Month

40 Hours per week

Part time

From

$1,250/Month

20 hours per week

Paraplanning

Full time

From

$2,650/Month

40 Hours per week

Part time

From

$1,500/Month

20 hours per week

Client Service Admin

Full time

From

$2,200/Month

40 Hours per week

Part time

From

$1,100/Month

20 hours per week

Paraplanning Solutions

Pre Paid Plan

$200 + 50 /Month

Paraplanner

Full time

From

€2,350/Month

40 Hours per week

Part time

From

€1,200/Month

20 hours per week

Virtual Assistant

Full time

From

€2,050/Month

40 Hours per week

Part time

From

€1,050/Month

20 hours per week

Talk to an Expert

Case Studies & Insights

Efficiency and Growth: The MWA and Valenta Partnership Success

When MWA began their partnership with Valenta, their main challenge was resourcing the preparation of annual reviews for a client base that was growing organically and through acquisition

Valenta's Paraplanning Expertise Navigates $3M Inheritance with Ease

A wealth management firm in the U.S. faced a challenge when a prospective client, who had inherited $3 million in assets, sought clearer financial planning.

Valenta Boosts Broker Growth by 900% and Cuts Errors by 48% for Australian Financial Firm

Although the client possessed expertise, they struggled to assemble a fully equipped support team to meet the growing demands of the business.