Paraplanner and Virtual Assistant

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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

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

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


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

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

Part Time Paraplanner

20 hours per week

From £790 + VAT per month

Full Time Virtual Assistant

40 hours per week

From £1,200 + VAT per month

Part Time Virtual Assistant

20 hours per week

 From £650 + VAT per month

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