877 289 6197info@valentabpo.com 
877 289 6197info@valentabpo.com 


ValentaBPO > Services > Paraplanning



We fully understand the routine demands of a financial planning business, the need for accuracy, compliance, and response times. We also realise that outcomes offered in wealth management attract an intense regulatory focus, and it is important for advisers to do exhaustive research, before making client recommendations.

This is time consuming and leaves you with little time for business development. Outsourcing paraplanning to us at Valenta is a viable option. Our virtual paraplanners assist financial advisors starting from data entry, reviewing supporting documents, modelling scenario’s and finalising a high quality plan.

We have the world’s largest team of virtual paraplanners and financial planning administration experts, enabling us to offer additional resources with specific skill sets, or dedicated teams, based on client requirements.

Trained on industry-leading software applications, our virtual paraplanners work to enhance efficiency and ensure businesses get more profitable. You have the flexibility to choose from our range of services, and opt only those offerings, relevant to your business model.

Paraplanning Functions

  • Debt optimization
  • Snowball debt reduction
  • Retirement income planning
  • Pension/social security maximization
  • Roth conversion
  • 9 circle strategy
  • Gifting strategies
  • Laddering strategies using various certificates for cash management
  • Using trusts in order to reduce/provide liquidity for estate taxes and/or provide regular stream of income
  • TERI (Tax efficient Retirement Income)

Why Valenta’s Virtual Paraplanner Services

Services Icon 25 | Valenta BPO US

Largest provider of paraplanning services globally

We have the largest team of highly experienced virtual paraplanners, equipped to offer a range of services in the fastest possible time

Services Icon 26 | Valenta BPO US

Extension of your team

Our virtual paraplanners can act as dedicated resources trained in your/ processes and practices ensuring they deliver effectively, in competitive environments

Services icon 24 | Valenta BPO US


We have an ISO 9001 Certification for quality management systems in Paraplanning

Services icon 24 | Valenta BPO US

Award winning team

Leading our team of virtual paraplanners are award-winning financial advisors, with a combined experience of over 500 years

How does Paraplanning work

Valenta Process Logo | Valenta BPO US

Valenta Paraplanning Solutions - Dedicated Staffing model

Full Time Dedicated Paraplanner

40 hours per week

$ 2,500 /per month

Part Time Dedicated Paraplanner

20 hours per week

$ 1,250 /per month

Valenta Paraplanning Solutions - Pay Per Plan

Single Strategy 


Each Additional Strategy


Our Services

Need Help ?

Please feel free to contact us and we will get back to you within 1-2 business hours. Or just call us now

877 289 6197


Software Expertise

Related Services

Virtual Financial Planning Assistants | Valenta BPO US

We understand the day to day operations of a Financial Planning business. Our Financial Planning Virtual Assistants are trained to assist with all client on-boarding activities. Read More

Process Consulting Services | Valenta BPO US

Valenta technology consulting provides end-to-end services, from strategy to implementation, to help you accelerate change and deliver business. Read More

Outsourced Digital Marketing | Valenta BPO US

Digital marketing is the marketing of products or services using digital technologies, mainly on the Internet, but also including mobile phones, display advertising. Read More

Book Online Meeting

Share This