Staff Augmentation

Paraplanner & Financial
Planning Admin

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

Comprehensive-Services-by-Paraplanning-Administration-Specialists-and-Virtual-Assistants
  • 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
  • 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.
  • 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
  • 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.

Finance and Accounting Software Application Expertise

Valenta Pricing Packages

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

Paraplanner

Full time
From
£1,800/Month
40 Hours per week
Part time
From
£900/Month
20 hours per week

Virtual Assistant

Full time
From
£1,500/Month
40 Hours per week
Part time
From
£750/Month
20 hours per week

Paraplanner

Full time
From
$2,700/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

Paraplanner

Full time
From
$2,500/Month
40 Hours per week
Part time
From
$1,250/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

Paraplanner

Full time
From
$2,500/Month
40 Hours per week
Part time
From
$1,250/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

Paraplanner

Full time
From
$2,500/Month
40 Hours per week
Part time
From
$1,250/Month
20 hours per week

Virtual Assistant

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

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