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
- 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
- A Dedicated Team Manager
- Quality
- TAT
- Training
Outcomes Achieved
Daily Meeting with Team Manager for the first 2 weeks
- Provide Feedback
Weekly Meeting with Team Manager from week 3 to week 12
- Review Turn Around Time
- Review overall quality
- Identity Process Improvement
- Identify Areas to improve
Monthly Meeting with Head of Department from Month 4
- Review Smartsheet or Dashboard Data
- Identity Process Improvement
- Identity Areas to Improve
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
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