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Paraplanner and Virtual Assistant

Valenta > Staff Augmentation > Paraplanner and Virtual Assistant

Paraplanner and Virtual Assistant

Valenta is a global leader in providing Paraplanning and Financial Planning Virtual Assistant services, dedicated to serving Financial Planning and Wealth Management executives worldwide. Our team of highly skilled and certified Paraplanners and Financial Virtual Assistants are committed to delivering top-notch services that help executives increase productivity and profitability.

Our Paraplanners offer a diverse range of services, including proposal creation and disclosures, pre-filling applications, cashflow income projections, and insurance support such as analysis and need analysis. Additionally, we provide financial planning support, which includes risk analysis and evaluation, creating financial planning profiles, cashflow analysis, budgeting, debt consolidation and restructuring, tax planning, retirement planning, insurance planning, education planning, and estate planning. Our Investment Analysts offer support services such as portfolio review, periodic portfolio rebalancing, equity research, sectoral research, private investment, rental real estate, and IPS creation. Valenta’s administrative support to clients includes client onboarding, sending meeting agendas, meeting summaries, CRM and data management, client and business communication, form filling, daily reporting, and quarterly/monthly newsletters.

Partnering with Valenta for Paraplanning and Financial Planning Virtual Assistant services brings numerous benefits to Financial Planning and Wealth Management executives. Our services increase operational efficiency, reduce costs, and ultimately increase profitability. Our team’s expertise allows executives to focus on higher value tasks such as business development and client engagement, while we handle more time-consuming tasks. Our global delivery model ensures that our clients have access to the best Paraplanning and Financial Planning Virtual Assistant talent from around the world. Our team members are highly qualified and certified on all leading software applications, ensuring that our clients receive the best quality services.

Valenta’s Paraplanning and Financial Planning Virtual Assistant services offer a comprehensive suite of solutions that help Financial Planning and Wealth Management executives transform their operations, increase productivity and profitability, and focus on higher value tasks. Our highly skilled and certified team, global delivery model, and focus on delivering the best quality services to our clients make Valenta the ideal partner for executives looking to take their business to the next level.

At Valenta, our commitment to excellence and providing top-quality services is second to none. We work with our clients to understand their unique needs and tailor our services to meet those needs. Our goal is to help our clients achieve their business objectives and optimize their operations, enabling them to reach long-term success.

Our Paraplanning, Administration Specialists and Virtual Assistants can provide the following services

Investment Support

investment support
  • New Investment - ISA/GIA/Bond/JISA
  • Investment Transfer
  • Top up/Withdrawal
  • Fund Switch/Rebalance
  • Bed & ISA
  • Change in Management
  • Investment research and Cost Comparison

Retirement Support

  • New Pension
  • Pension Transfer
  • Fund Switch/Rebalance
  • Contribution/Withdrawal
  • New Drawdown
  • Drawdown Transfer
  • Change/No change Drawdown review
  • Taking UFPLS
  • Taking tax-free cash and taxable income
  • Change in Management
  • Pension Research and Cost Comparison

Protection Support

  • Term Assurance
  • Mortgage Protection
  • Family Income Benefit
  • Whole of Life
  • Relevant Life
  • Renewable Personal Protection

Mortgage Support

mortgage support
  • Residential Purchase
  • Residential Product Transfer
  • Residential Remortgage
  • Residential Further Advance
  • Buy to Let Purchase
  • Buy to Let Product Transfer
  • Buy to Let Remortgage

Administration Support

  • Pepare and send LoA
  • LoA chase
  • Factfind Data Entry
  • Risk Evaluator
  • New Business Submission sheet
  • MI Reports
  • AML Check
  • No change suitability reports
  • Adding service case in IO
  • Updating policy details on CRM
  • Updating unit holdings
  • Amending client details on CRM
  • Updating clients as inactive
  • Financial Review Reports/Periodic Review Statements
  • Uploading docs to CRM
  • Restricted Processing of clients
  • FCI Reporting
  • Preparing Annual Review Packs
  • Check Fund Settlement Task
  • Sending ATR Questionnaire, TOB and LOE to clients and uploading the result on the CRM
  • Any other CRM update/project work

Why Choose Valenta?


Local Presence

Valenta has Managing Partners located across cities in the UK. Our Managing Partners bring a local presence that sets us apart from other outsourcing and staff augmentation providers. They stay engaged with our clients and serve as ongoing resources and key members of the account team.


Flexible Engagements

Valenta offers flexible month-to-month agreements to all our customers in the UK. We charge an onboarding fee and bill monthly with no long-term contracts. Our flexible plans allow for quick scaling up and down as needed, making staff augmentation hassle-free.

Dedicated Resources

Dedicated Resources

Unlike many outsourcing and staff augmentation providers, Valenta provides dedicated resources. Our clients work with a dedicated Valenta employee, not an anonymous team. Our resources become familiar with our clients’ processes and interact with them like any other virtual employee.


Staff Augmentation Team

At Valenta, we bring a team to every staff augmentation engagement. In addition to local Managing Partners, each resource is managed by a Valenta Team Leader who oversees other team members in similar roles. Our Team Leaders report to Regional Services Heads, who also manage recruitment, freeing up our customers’ time and taking HR headaches away.


Global Labor Pool

Finding staff to fill roles in the UK can be challenging and often exceeds budget. With Valenta’s staff augmentation, our clients have access to a global labor pool, including countries like India, the Philippines, Malaysia, Columbia, and Trinidad and soon to be added services in Eastern Europe and Northern Africa.


Process and Transparency

The Valenta Way is at the heart of everything we do. We have well-established, tried and tested processes for delivering high-quality staff augmentation to our customers in the UK. Our consistent methods ensure transparency in all that we do and make it easy for clients to understand.

operations, incremental strategy

Comprehensive Services

Valenta can help with staff augmentation across all functions of a business, including Accounting, Finance, IT, Operations, HR, Sales, Marketing, and Support. We have staff to serve all these departments and business processes, filling both traditional and new information economy positions.

Compliance and Security,

Compliance and Security

Valenta is ISO 27001 and ISO 9001 certified, and we take compliance and security very seriously. We operate service centers in the countries we serve and have both physical and non-physical controls in place to ensure the protection of our company and client data.

We implement BOT’s and AI in our solutions

Financial Planning annual review pack being prepared by a BOT

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.

Software Application Expertise


And More…

Provider Platform Expertise


And More…

Valenta Pricing Packages


Full Time

40 hours per week

From £1,800 + VAT per month

Part Time

20 hours per week

From £900 + VAT per month

Virtual Assistant

Full Time

40 hours per week

From £1,500 + VAT per month

Part Time

20 hours per week

 From £750 + VAT per month

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