Staff Augmentation
Virtual Assistants
& Admins
Amplify Your Productivity with Valenta's Virtual Assistants and Admins
At Valenta, we understand the transformative power of Virtual Assistants and Admins in businesses. These multi-talented individuals are more than just administrative support; they can handle a wide range of office duties across various departments and industries. Our Virtual Assistants and Admins become integral parts of our clients’ teams, supporting the unique needs of their businesses.
We begin each staffing engagement by mapping out the processes and workflows within the department in need of support. This helps identify gaps and clearly define roles and responsibilities. Our goal is to ensure that highly skilled individuals are performing critical tasks, freeing up business owners, executives, and other key staff to focus on higher-value activities.
Benefits of Valenta Virtual Assistants and Admins
Tailored Solutions for Specific Needs
We invest time in understanding our clients’ needs and defining job descriptions upfront to provide customized solutions that maximize productivity and efficiency.
Improved Workflow and Efficiency
By offloading administrative and back-office tasks to our Virtual Assistants and Admins, existing staff can focus on strategic, billable, or client-facing activities, leading to improved workflow and efficiency.
Increased Profitability and Customer Satisfaction
Our Virtual Assistants and Admins help streamline operations, reduce costs, and improve customer satisfaction, making them valuable assets to our clients’ businesses.
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 Premier US Paraplanning/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)
- Â 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
Key Use Cases for Valenta Virtual Assistants and Admins
Handle a wide range of office duties in various departments, ensuring smooth and efficient operations.
Map out processes and workflows to identify gaps and define roles, enhancing overall productivity.
Take on specific responsibilities tailored to support the unique needs of each business, freeing up highly compensated staff for critical tasks.
Manage back-office functions, allowing existing staff to focus on strategic and client-facing activities.
Provide exceptional customer service and support, improving customer satisfaction and loyalty.
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Valenta Pricing Packages
Paraplanner
Full time
£1,800/Month
40 Hours per week
part time
£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
$2,700/Month
40 Hours per week
part time
$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
$2,500/Month
40 Hours per week
part time
$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
$2,500/Month
40 Hours per week
part time
$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
$2,200/Month
40 Hours per week
part time
$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
Paraplanner
Full time
€2,350/Month
40 Hours per week
part time
€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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