Paraplanner and Virtual Assistant

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 Virtual Assistants are highly qualified and certified on all leading software applications.

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

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

Financial Planning Software Application Expertise:

Financial Planning:

xplan
advisor-logic
Platform Plus

and many more…

Insurance:

tal
mlc

and many more…

Fund Providers:

and many more…

Valenta Pricing Packages

Full Time Paraplanner

40 hours per week

$2,700 per month

Part Time Paraplanner

20 hours per week

From $1,350 per month.

Full Time Virtual Assistant

40 hours per week

$2,500 per month

Part Time Virtual Assistant

20 hours per week

$1,250 per month

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