Paraplanning

ValentaBPO NZ > Outsourcing > Paraplanning

Paraplanning

PROCESS CONSULTING, DIGITAL TRANSFORMATION AND OUTSOURCING

We fully understand the day to day demands of a Financial Planning business, the need for quality and compliance on SoAs, and the required response times. We realise that outcomes offered in wealth management draw a strong regulatory focus, and it is important for advisers to undertake exhaustive research before making client recommendations. Considering that this is time consuming and leaves little for business development, outsourcing paraplanning to our experts at Valenta is a viable option.

We have the world’s largest team of paraplanning and financial planning admin professionals. This gives us both bandwidth and expertise to offer dedicated teams to clients based on requirements. We create high quality compliant SOAs enabling you to focus on building client relationships, thereby improving overall profitability.

Trained on industry-leading software applications, our paraplanners work to enhance efficiency and make businesses more profitable. You have the flexibility to choose from our range of services, selecting only those modules that are relevant to your business model.

Valenta’s outsourced paraplanning services

  • Sending authorities to Institutions (Super Funds, Insurers etc)
  • Gathering information from institutions (super funds, Insurers etc.)
  • Calculating life insurance
  • Preparation of insurance quotes
  • Pre-assessment of risk insurance
  • Accounts Payable/Receivable
  • Preparation of comparison reports (Super, Insurance, Investments, Mortgages etc)
  • Cash flow scenario modelling

SoA

  • Preparing Statement of Advice documents

Post SoA

  • Preparing of SoA implementation packs
  • Advice implementation

Why Valenta’s outsourced paraplanning services

Largest provider of paraplanning services globally

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

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.

Certification

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

Award winning team

Leading our team of paraplanners are award-winning financial advisors with a combined experience of 80+ years.

How does Paraplanning work

Valenta Paraplanning Solutions - Dedicated Staffing model

Full Time Dedicated paraplanner

40 hours per week

$ 2,500 /per month

Part Time Dedicated paraplanner

20 hours per week

$ 1,250 /per month

Our Services

Need Help ?

Please feel free to contact us and we will get back to you within 1-2 business hours. Or just call us now

+64 226486521

info@valentabpo.com

Software Expertise

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