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Financial Planning Assistants

ValentaBPO > Outsourcing > Financial Planning Assistants

Financial Planning Assistant


Businesses in financial planning have various tasks that need to be executed day-to-day, and most practices are over-loaded with work that stress their deliveries.  Our well-trained financial planning assistants can support you, by sharing several tasks. Our financial adviser support teams and financial planning administrators, help you manage activities such as obtaining super information, preparing quotes, advice implementation, annual review, ongoing client management, business administration and much more.

Functions of financial planning administrators

  • Implementation of advice
  • Ongoing client management services
  • Statements on fee disclosure
  • Invoicing
  • Tracking and Splitting of Commissions
  • Pre-population of forms
  • Customer Service
  • Data entry into CRM/other industry-standard software
  • Annual review of document preparation
  • Payroll processing
  • Setting up of bank payments
  • Gathering of research information
  • Transcription
  • Reporting

Why Valenta’s financial planning administrators

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Largest team of financial administrators globally

Valenta BPO has the largest team of financial planning administrators spread across the globe, ensuring clients of efficient service with a quick turnaround time.

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Expertise in a wide range of software and tools

Our professionals are led by award winning financial advisors, with a combined experience of 100+ years. This ensures effective and timely execution and delivery.

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Extension of your team

We offer dedicated resources trained in the client’s processes and practices, enabling seamless functioning with the client’s teams.

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Customised solutions

We work will large corporate to small businesses. We can customise an outsourcing or captive solution to meet your requirements.

How does Valenta’s financial planning administrators works

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Valenta’s financial planning administrators Solutions

Full Time Financial Services Admin

40 hours per week

$ 2,200 /per month

Part Time Financial Services Admin

20 hours per week

$ 1,100 /per month

Custom Financial Planning Assistant Solutions

Hourly Packages Available

Software Expertise

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Custom Financial Planning Assistant Solutions

Packages Available