Valenta > Staff Augmentation > 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 Administration professionals are highly qualified and certified on all leading software applications.

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

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

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

We implement BOT’s and AI in our solutions :

Financial Planning annual review pack being prepared by a BOT

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

Software Application Expertise

and many more…

Provider Platform Expertise

and many more…

Valenta Paraplanning Pricing Packages

Full Time Paraplanner

40 hours per week

From £1,500 + VAT per month

Enquire Now

Part Time Paraplanner

20 hours per week

From £790 + VAT per month

Enquire Now

Full Time Virtual Assistant

40 hours per week

From £1,200 + VAT per month

Enquire Now

Part Time Virtual Assistant

20 hours per week

From £650 + VAT per month

Enquire Now

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