Paraplanner and Virtual Assistant

Valenta > Paraplanner and Virtual Assistant

Paraplanner and Virtual Assistant

Valenta is the largest Paraplanning and Financial Planning Virtual Assistant service provider globally. Valenta’s team of Paraplanners and Virtual Assistants help Financial Planning and Wealth Management executives transform their operations and increase productivity and profitability through a combination of Staffing, Automation and Artificial Intelligence. Valenta’s team of Paraplanning and Virtual Assistants are highly qualified and certified on all leading software applications.

Our Paraplanners can provide the following services:

Pre SoA

Sending authorities to Institutions (i.e Super Funds, Insurers)
Gathering information from institutions (i.e Super Funds, Insurers)
Calculating life insurance
Preparation of insurance quotes
Pre-assessment of risk insurance
Accounts payable and receivable
Preparation of comparison reports (i.e. Super, Insurance, Investments, Mortgages)
Cash flow scenario modelling

SoA

Preparation of Statement of Advice (SoA) documents

SoA

Preparing of SoA implementation packs
Advice implementation

Our Financial Planning Virtual Assistants can assist with:

Implementation of advice
Ongoing client management services
Statements on fee disclosure
Invoicing
Tracking and splitting of commissions
Pre-population of forms
Customer service management
Data entry into CRM and other industry-standard software
Annual review of document preparation
Payroll processing
Setting up of bank payments
Gathering of research information
Transcription
Reporting

The Valenta Advantage

Valenta leverages deep domain expertise to create significant value for its clients in RPA. Some of the key highlights include:

24/7/365 Operation

With Onshore, Nearshore and Offshore Centres to choose from, Valenta offers its clients a 24/7 Non-Stop operation.

Global Provider

Valenta is a Leading Paraplanning and Administration specialist provider with over 400+ Professionals supporting clients from over 20 Markets across various sectors.

ISO Certification

Valenta is ISO 27001 Certified in Information Security and ISO 9001 Certified in Paraplanning and Financial Planning Administration Quality Management Systems including GDPR compliance.

Domain Expertise

Our Paraplanning and Administration specialists are supported by Industry experts across several sectors and together add immense value add to our clients.

13 Point Financial Planning Practice Health Check

Click Here To Check

How we add value?

Our Paraplanners and Virtual Assistants deliver significant value to our clients by the reducing cost of operations, helping them attain world class cost structures, and implementing effective controls. We have standardised all Paraplanning and Administration processes with a high degree of automation.

We have a comprehensive and integrated Paraplanning and Virtual Assistant service capabilities. We augment our capability by continuously investing in building expertise through:

Continuous investment in Automation and AI Technologies
Create Standard Operating Procedures for each of our clients
Provide clients with a Real Time Visibility Platform
A Dedicated Financial Planning Academy, which focuses on increasing domain expertise

Identify and Eliminate Manual Processes

Download your Automation Feasibility Calculator

Financial Planning Software Application Expertise:

Financial Planning:

and many more…

Insurance:

and many more…

Fund Providers:

and many more…

Valenta Pricing Packages

Full Time Paraplanner

40 hours per week

$2,500 per month

Enquire Now

Part Time Paraplanner

20 hours per week

From $1,250 per month.

Enquire Now

Full Time Virtual Assistant

40 hours per week

$2,200 per month

Enquire Now

Part Time Virtual Assistant

20 hours per week

$1,100 per month

Enquire Now

Book Free Consultation

Related Services

Business process automation concept. Gears and icons on abstract background

Process Automation Specialists

Process Automation Specialists play a key role in defining, scoping, and leading the development of technical solutions to streamline business processes. …Read more

Robotic Process Automation

Robotic Process Automation is one of the hottest technology trends that the world has seen in recent times. While the technology has been around for a while, …Read more

Digital Marketing

No two businesses are alike, and a successful Digital Marketing team requires a Digital Marketing Strategists supported with experts in Website Development, Graphic Design, SEO, Social Media, …Read more