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Financial Planning Assistants

ValentaBPO NZ > Outsourcing > Financial Planning Assistants

Financial Planning Assistant

Streamline your processes and boost efficiencies

Our Financial Planning support teams and Financial Planning Administrators can help you with various administrative tasks and implementation activities, annual reviews, advice implementation and general business administration.

Businesses in Financial Planning have several tasks to be executed day-to-day. In fact, most practices are over-loaded with tasks, stressing their deliverables. Our well-trained Financial Adviser Assistant’s can assist you by streamlining efficiencies at a reduced cost, allowing you to focus on revenue building activities.

Valenta's Financial Planning Services

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

Why Valenta’s Financial Planning Administrators?

Dedicated Team Members

We will allocate a dedicated team member and reporting manager to your business. Our reporting managers  oversee quality and service delivery.

Large Global Team

Valenta BPO has the largest team of Financial Planning Administrators spread across the globe, ensuring client’s receive efficient service with a quick turn-around time.

Software Expertise

Our team of Financial Planning Assistant’s have experience across all of the major technology platforms, minimising training, and allowing us to deploy services quickly and effectively.

Award-winning Team

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

Dedicated Team Members

We will allocate a dedicated team member and reporting manager to your business. Our reporting managers  oversee quality and service delivery.

Large Global Team

Valenta BPO has the largest team of Financial Planning Administrators spread across the globe, ensuring client’s receive efficient service with a quick turn-around time.

Software Expertise

Our team of Financial Planning Assistant’s have experience across all of the major technology platforms, minimising training, and allowing us to deploy services quickly and effectively.

Award-winning Team

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

Peace of Mind with Valenta BPO

Eliminate Hiring & Administration Costs

At Valenta BPO we offer outsourcing solutions that eliminate the need for you to invest in IT, HR, payroll, account management and admin tasks. On average, our Valenta BPO client's who outsource report a cost saving of up to 60%.

Highly Qualified Resourcing

Our team are trained and ready to start straight away. Unlike other BPO service providers, our model means that we are responsible for hiring, training and resourcing for your business, making the process as stress-free as possible.

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.

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 Financial Planning Administrator 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 Admin Solutions

Resources based on
project needs

Software Expertise

Book Free Financial Planning Consultation

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