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Paraplanning

ValentaBPO > Outsourcing > Paraplanning

Paraplanning

Enhance business efficiencies and reduce staffing costs

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 Outsourced Paraplanning Services

Pre SoA

  • Sending authorities to Institutions (i.e Super Funds, Insurers)
  • Gathering information from institutions (i.e Super Funds, Insurers)
  • Calculating life insurance
  • Preparation of insurance quotes
  • Pre-assessment of risk insurance
  • Accounts payable and receivable
  • Preparation of comparison reports (i.e. Super, Insurance, Investments, Mortgages)
  • Cash flow scenario modelling

SoA

  • Preparation of Statement of Advice (SoA) documents

Post SoA

  • Preparing of SoA implementation packs
  • Advice implementation

Why Valenta’s Paraplanning?

Extension of Your Team

Our Paraplanning specialists can act as dedicated resources trained in your processes and practices ensuring they deliver effectively in competitive environments.

Global Provider

We have the largest team of highly experienced Paraplanners with expertise to offer a range of services in the quickest possible time.

ISO Certification

We are ISO 9001 certified for Quality Management Systems and ISO 27001 certified for Information Security.

Award Winning Team

Leading our team of Paraplanners are award-winning Financial Advisors with a combined experience of 80+ years.

Extension of Your Team

Our Paraplanning specialists can act as dedicated resources trained in your processes and practices ensuring they deliver effectively in competitive environments.

Global Provider

We have the largest team of highly experienced Paraplanners with expertise to offer a range of services in the quickest possible time.

ISO Certification

We are ISO 9001 certified for Quality Management Systems and ISO 27001 certified for Information Security.

Award Winning Team

Leading our team of Paraplanners are award-winning Financial Advisors with a combined experience of 80+ 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.

What do our client's say?

  • 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

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

Customised
Paraplanning Solutions

Resources based on
project needs

Software Expertise

Book Free Paraplanning Consultation

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