Virtual Paraplanners and Financial Assistants for SMBs
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Paraplanner and Virtual Assistant

Valenta > Staff Augmentation > Paraplanner and Virtual Assistant

Virtual Paraplanners and Financial Assistants for SMBs

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Valenta is a global leader in providing Paraplanning and Financial Planning Virtual Assistant services to Financial Planning and Wealth Management executives worldwide. Our team of highly skilled and certified Paraplanners and Financial Virtual Assistants are dedicated to helping our clients increase productivity and profitability.

Partnering with Valenta for Paraplanning and Financial Planning Virtual Assistant services brings several 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 the 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 top-quality services make Valenta the ideal partner for executives looking to take their business to the next level.

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Our Paraplanners can provide the following services:

analysis

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:

financial-planing-au
  • 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

Why Choose Valenta?

Local-presence

Local Presence

Valenta has a strong presence in Australia with experienced Managing Partners who understand the local market and the unique needs of businesses in the region. Our Managing Partners provide a personal touch that many other outsourcing and staff augmentation providers lack, and remain a valuable resource for clients throughout the engagement.

flexible-engagements

Flexible Engagements

Valenta offers flexible engagement options to all of our Australian customers, with no lock-in contracts and the ability to ramp up or scale down quickly as needed. Our onboarding fee and monthly billing structure makes staff augmentation simple and hassle-free.

Dedicated Resources

Dedicated Resources

At Valenta, we believe in providing dedicated resources to our clients, rather than an anonymous pool of workers. Our clients work with a single dedicated Valenta employee who becomes familiar with their processes and interacts with them like any other in-house employee.

Staff-augmentation

Staff Augmentation Team

When you work with Valenta, you get a whole team of experienced professionals, not just a single resource. In addition to our local Managing Partners, every employee is managed by a Valenta Team Leader and supported by other team members in similar roles. This structure ensures efficient and effective support for our clients.

Train, global labour pool

Global Labor Pool

Finding the right staff for roles in Australia can be a challenge, but with Valenta’s staff augmentation services, businesses can tap into a global labor pool to access the best talent at a competitive cost. Our network includes experienced professionals in countries such as India, the Philippines, and Malaysia, the Caribbean, with plans to expand into eastern Europe and Northern Africa.

forecasting, process and Transperancy

Process and Transparency

At Valenta, we follow a tried and tested process for delivering high-quality staff augmentation services, known as the Valenta Way. This transparent approach ensures consistency and quality in everything we do.

operations, comprehensive services, INCREMENTAL STRATEGY

Comprehensive Services

Valenta can provide staff augmentation support for businesses across a wide range of functions and industries, including Accounting, Finance, IT, Operations, HR, Sales, Marketing, and Support. Whether you need to fill traditional roles or support new information economy positions, Valenta has the staff and expertise to meet your needs.

Compliance and Security, INTEGRATOR

Compliance and Security

Valenta is ISO 27001 and ISO 9001 certified, and takes compliance and security seriously. Our service centers are equipped with both physical and non-physical controls to ensure the safety and confidentiality of our clients’ data.

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

Financial Planning Software Application Expertise:

Financial Planning:

xplan
advisor-logic
Platform Plus

And more…

Insurance:

tal
mlc

And more…

Fund Providers:

And more…

Valenta Pricing Packages

Paraplanner

Full Time

40 hours per week

From $ 2,700 per month

Enquire Now

Part Time

20 hours per week

From $ 1,350 per month.

Enquire Now

Virtual Assistant

Full Time

40 hours per week

From $ 2,500 per month

Enquire Now

Part Time

20 hours per week

From $ 1,250 per month

Enquire Now

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