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ValentaBPO > Outsourcing > Paraplanning

Paraplanning

Enhance business efficiencies and reduce staffing costs

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 will reduce your workload and business costs. Our virtual Paraplanners assist Financial Advisors to streamline processes offering services such as data entry, reviewing supporting documents, modelling scenario’s and finalising high quality plans.

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 reduce business costs. You have the flexibility to choose from our range of services, and opt for only those offerings relevant to your business model.

Valenta's 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 or provide liquidity for estate taxes and/or provide a regular stream of income
  • TERI (Tax Efficient Retirement Income)

Why Valenta’s Virtual Paraplanning Services?

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.

No Lock-in Contracts

Our contracts are simple with no lock-in terms.

Largest Provider Globally

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

Award Winning Team

Leading our team of virtual Paraplanners are award-winning Financial Advisors, with a combined experience of more than 500 years.

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.

No Lock-in Contracts

Our contracts are simple with no lock-in terms.

Largest Provider Globally

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

Award Winning Team

Leading our team of virtual Paraplanners are award-winning Financial Advisors, with a combined experience of more than 500 years.

Peace of Mind with Valenta BPO

24x7 Support

We have a global presence with offices in Australia, UK, and US, backed by well-staffed delivery centres in Bangalore, Vizag, Ahmadabad and Mohali in India, and Penang in Malaysia enabling us to support you 24×7.

No Lock-in Contracts

Our contracts are simple with no lock-in terms. At Valenta BPO we believe in offering the highest level of customer service ensuring that our relationships are long-term.

Up to 60% Cost Saving

On average, our Valenta BPO client's report a cost saving of up to 60% by outsourcing key services. Furthermore, recent survey's show that our client's do not believe they are compromising on the quality of outcomes, and are achieving business growth faster than otherwise would be possible.

Flexible Engagements

We design solutions to meet specific client requirements and offer flexible engagement models. Our resources can be engaged full time, part time, or on a transactional basis without lock-in contracts.

Valenta's Paraplanning Solutions

Full-Time Dedicated Paraplanner

40 Hours Per Week

$2,500/per month

Part-Time Dedicated Paraplanner

20 Hours Per Week

$1,250/per month

Custom Paraplanning Solutions

Resources based on
project needs

Valenta Paraplanning Solutions - Pay Per Plan

Single Strategy

$200/per plan

Each Additional Strategy

$50/per plan

What do our client's say?

  • I’ve been really impressed with the technical capabilities of the Paraplanner’s we’re using at Valenta, and also with regard to the quickness of the turnaround times with our plans. Previously, we would have had to wait for one to two weeks minimum before we had completed plans from our previous outsourced service. With Valenta, we have a turnaround of one to two business days. This is excellent for our business, as we can see clients quickly and provide them with timely advice. And our Paraplanner’s work ethic is fantastic. We have found Valenta’s service to be very professional, very capable and very timely. As a result, it’s increased our productivity and reduced our bottom line. We’ve had some very good cost savings with our outsourcing arrangement with Valenta. We found their cost is very competitive compared to the market which has benefited our bottom line.

    Tommy Laskaris
    Oracle
  • Since engaging Valenta, we’ve been able to take on a much higher work load. We’ve been able to bring someone into the team for a lower cost, but without compromising on that quality of work. Outsourcing has been a great solution compared to hiring somebody locally. It’s a lot more cost effective and it’s easy to do.

    Natalie Gillies and Clare Harding
    Arthur J Gallagher
  • Valenta has been great, because it allows us to expand and contract our operations, depending on the time of the year, very effortlessly and inexpensively. It’s allowed us to make decisions that we know we can scale quickly on because we know that Jayesh and the Valenta team will be there for us.

    John Pollock
    Financial Gravity
  • We just love working with Valenta and the people they have working with us. We work with Fatan in Malaysia. She’s absolutely fantastic; she shows initiative and she knows what she’s doing. We’ve really enjoyed the Valenta experience. We have a great relationship with our team. We appreciate the flexible hours; the fact we can be doing something else and they are in the background getting our work-ready is great.

    Bert Dugdale
    RI Advice Alderley
  • The biggest problem we had was holding an employee (Paraplanner) long-term and then seeing them go. If we outsourced that, then we wouldn’t have a permanent employee that was on the books for sick leave and annual leave. To have somebody trained in that role, and it’s not our responsibility anymore was a great benefit. Outsourcing makes the business more efficient. We also deliver greater service to our existing client base.

    Steve King
    CFL Financial
  • What I was really impressed with, was that not only do you get that dedicated resource, you also have a manager that reviews all of their work, and all included in the price. Overall I’ve been really happy with the process and it’s helping me live my dream, which is to work from home and not have any staff in the office.

    Tim Charles
    Charles Accountancy

Case Studies

01.

Arthur J Gallagher Achieves Greater Success with Valenta

02.

CFL Financial Planning Finds Staffing Security with Valenta

03.

Oracle Investment Services Improves Productivity by Leveraging Valenta’s Talent

Software Expertise

Book Free Paraplanning Consultation

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