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ValentaBPO > Outsourcing > Paraplanning

Paraplanning

PROCESS CONSULTING, DIGITAL TRANSFORMATION AND OUTSOURCING

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.

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 Paraplanning Services

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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

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Award winning team

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

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Certification

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

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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

Valenta Paraplanning Solutions - Flexible Engagement Models

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

Hourly Packages Available

Valenta Paraplanning Solutions - Pay Per Plan

Single Strategy

$200

Each Additional Strategy

$50

Software Expertise

Our highly skilled Paraplanners are adept with major software providers, ensuring quick and seamless integration with your business.

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Custom Paraplanning Solutions

Packages Available