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 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
Service Delivery Model
The Valenta Way
Daily Meetings
- Provide feedback
For the first 2 weeks
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
From week 3 to week 12
Monthly Meetings
- Review Smartsheet or Dashboard data
- Identify process improvements
- Identify areas to improve
From month 4
From month 4
The Valenta Difference
Quality
Weekly review
Weekly review
TAT
Weekly review
Weekly review
Training
As needed
As needed
Technology Toolkit
Technology Toolkit
Technology Toolkit
Technology Toolkit
Valenta Pricing Packages
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
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