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 Financial 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:

Insurance Support

INSURANCE
  • Insurance Analysis (Life, Disability & LTC)
  • Insurance Need Analysis (HLV & Goal)
  • Illustration Creation and Comparison
  • Proposal Creation and Disclosures
  • Pre-Filling Applications
  • Underwriting Monitoring
  • Cashflow Income Projections (VUL and IUL)

Financial Planning Support

financial-support
  • Risk Analysis and Evaluation
  • Creating Financial Planning Profile (eMoney, MGP, RightCapital, NaviPlan)
  • Cashflow Analysis
  • Budgeting, Debt Consolidation and Restructuring
  • Tax Planning (Contributions and Tax Loss Harvesting)
  • Retirement Planning (DCP, DBP, IRA etc)
  • Insurance Planning (Life, DI and LTC)
  • Education Planning (529 and Coverdell)
  • Estate Planning (Will, POA, HCP, DAF and Trust)

Administration Support

Administration-Support
  • Client Onboarding
  • Meeting Agendas (Pre & Post meeting)
  • Meeting Summary (Mind map, Asset-Map, Financial Profiling)
  • CRM & Data Management
  • Client and Business Communication
  • Form Filling (Schwab, EQIS, Kingdom Trust, TD Ameritrade, Fidelity)
  • Daily reporting (Orion and Tamarac)
  • Quarterly/Monthly Newsletters

Investment Analyst Support

investment support
  • Portfolio Review (Current and Proposed)
  • Periodic Portfolio Rebalancing (80:20, 70:30, 60:40)
  • Equity Research (Stocks, ETF, MF, Bond)
  • Sectoral Research (Cannabis, Meat, Super Market)
  • Private Investment (Opportunity Zone)
  • Rental Real Estate (Commercial and Housing)
  • IPS Creation

13 Point Financial Planning Practice Health Check

How we add value?

Our Paraplanning and Virtual Assistant services 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 standardized all Paraplanning and Virtual Assistant processes with a high degree of automation.

We have comprehensive and integrated Paraplanning and Virtual Assistant service capabilities. We augment our capabilities by continuously investing in building Paraplanning and Virtual Assistant 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 Platforms
  • A Dedicated Financial Planning Academy, which focuses on increasing domain expertis

Identify and Eliminate Manual Processes

Finance and Accounting Software Application Expertise:

Administration:

redtail
wealthbox
finametric
orion
advyzon

and many more…

Planning:

envestment

and many more…

Investments:

morningstar
value-line

and many more…

Custodians:

fidelity
chalres-schwab

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

Related Services

Process-Consulting

Process Automation Specialists play a key role in defining, scoping, and leading the development of technical solutions to streamline business processes. …Read more

rpa

Robotic Process Automation is one of the hottest technology trends that the world has seen in recent times. While the technology has been around for a while, …Read more

Digital-Marketing

No two businesses are alike, and a successful Digital Marketing team requires a Digital Marketing Strategists supported with experts in Website Development, Graphic Design, SEO, Social Media, …Read more