Paraplanner and Financial Virtual Assistant

Valenta > Staff Augmentation > Paraplanner and Financial Virtual Assistant

Paraplanner and Financial Virtual Assistant

Paraplanners, Virtual Assistants and Admins Help Financial Professionals Focus on High Value Work

Paraplanner Staff Augmentation and Virtual Assistant Outsourcing let Financial Professionals focus on clients and strategic objectives

Global Leader for Paraplanning and Financial Planning Virtual Assistant Services

Valenta is a leading global provider of Paraplanning and Financial Planning Virtual Assistant services. Our team of highly qualified and certified Paraplanners and Financial Virtual Assistants is dedicated to helping Financial Planning and Wealth Management executives increase productivity and profitability.

Roles of Paraplanners and Financial Planning Virtual Assistants

Our Paraplanners can provide a wide range of services, including, proposal creation and disclosures, pre-filling applications, cashflow income projections, plus insurance support such as analysis, and needs analysis. We also offer financial planning support, including risk analysis and evaluation, creating financial planning profiles, cash flow analysis, budgeting, debt consolidation and restructuring, tax planning, retirement planning, insurance planning, education planning, and estate planning. Our Investment Analyst support services include portfolio review, periodic portfolio rebalancing, equity research, sector research, private investment, rental real estate, and IPS creation. Valenta administrative support to clients includes client onboarding, sending meeting agendas, meeting summaries, CRM and data management, client and business communication, form filling, daily reporting, and quarterly/monthly newsletters.

Valenta Virtual Assistant and Paraplanning Staff Augmentation

Partnering with Valenta for Paraplanning and Financial Planning Virtual Assistant services can bring several benefits to Financial Planning and Wealth Management executives, including increasing operational efficiency, reducing costs, and increasing profitability. Our services also enable executives to focus on higher-value tasks, such as business development and client engagement, while our team takes care of the more time-consuming tasks. Valenta’s global delivery model ensures that our clients have access to the best Paraplanning and Financial Planning Virtual Assistant talent from around the world. Our team members are highly qualified and certified on all leading software applications, ensuring that our clients receive the best quality services.

Increase Productivity and Focus on Fee Generation

Valenta’s Paraplanning and Financial Planning Virtual Assistant services offer a comprehensive suite of solutions that can help Financial Planning and Wealth Management executives transform their operations, increase productivity and profitability, and focus on fee generation. With our highly qualified and certified team, our global delivery model, and our focus on delivering the best quality services to our clients, Valenta is the perfect partner for executives looking to take their business to the next level.

Paraplanning, Administration Specialists and Virtual Assistants can provide the following services

Insurance Support

  • Insurance Analysis (Life, Disability & LTC)
  • Insurance Need Analysis (HLV & Goal)
  • Illustration Creation and Comparison
  • Proposal Creation and Disclosures
  • Pre-Filling Applications
  • Underwriting Monitoring
  • Cashflow Income Projections (VUL and IUL)

Financial Planning Support

  • Risk Analysis and Evaluation
  • Creating Financial Planning Profile (eMoney, MGP, RightCapital, NaviPlan)
  • Cashflow Analysis
  • Budgeting, Debt Consolidation and Restructuring
  • Tax Planning (Contributions and Tax Loss Harvesting)
  • Retirement Planning (DCP, DBP, IRA etc)
  • Insurance Planning (Life, DI and LTC)
  • Education Planning (529 and Coverdell)
  • Estate Planning (Will, POA, HCP, DAF and Trust)

Administrative Support

  • Client Onboarding
  • Meeting Agendas (Pre & Post meeting)
  • Meeting Summary (Mind map, Asset-Map, Financial Profiling)
  • CRM & Data Management
  • Client and Business Communication
  • Form Filling (Schwab, EQIS, Kingdom Trust, TD Ameritrade, Fidelity)
  • Daily reporting (Orion and Tamarac)
  • Quarterly/Monthly Newsletters

Investment Analyst Support

investment support
  • Portfolio Review (Current and Proposed)
  • Periodic Portfolio Rebalancing (80:20, 70:30, 60:40)
  • Equity Research (Stocks, ETF, MF, Bond)
  • Sectoral Research (Cannabis, Meat, Super Market)
  • Private Investment (Opportunity Zone)
  • Rental Real Estate (Commercial and Housing)
  • IPS Creation

“Perhaps the most interesting option is something called Valenta, which originated when a financial planner in that country found that his brother, living in India, could provide good staff solutions for his planning firm. Anja Luesink of Luesink Stenstrom Financial Planning in New York City says that Valenta provides her firm with two 20-hour-a-day paraplanners at prices that are ideal for smaller firms that don’t have the resources to hire full-time back office staff. And, she says, the time zone differences are a plus. “When I ask to do something at night, it is ready the following morning,” she says.” Exchange Conference Invitation.”

Quoted from Bob Veres in Outsource e-Column

Why Choose Valenta?


Local Presence

Valenta has Managing Partners located in cities and states across the US. Our Managing Partners add a local presence that most outsourcing and staff augmentation providers do not offer. Valenta Managing Partners stay engaged with our clients and remain an ongoing resource and a key part of the account team for clients.


Flexible Engagements

Valenta offers flexible month to month agreement to all customers in the US. We charge an onboard fee and then bill monthly with no lock in contracts. Our flexible plans allow our customers to ramp up fast and also scale down quickly as required. Simply stated, we take the hassle out of staff augmentation.

Dedicated Resources, Plan

Dedicated Resources

Unlike many outsourcing and staff augmentation service providers Valenta provides dedicated resources. Our clients work with a dedicated Valenta employee and not an anonymous team of workers. Valenta resources get to know our US clients’ processes. They interact with our customers like any other virtual employee.


Staff Augmentation Team

We bring a team to every staff augmentation engagement. In addition to local Managing Partners, every resource is managed by a Valenta Team Leader supervising several other team members in similar roles. Our Team Leaders report to Regional Services Heads who also manage recruitment. Bottom line: Valenta frees up our customers time and takes HR headaches away.


Global Labor Pool

It is increasingly hard to find staff to fill roles in the US. Often, even if a role can be filled, it exceeds the budget for a given role. By leveraging Valenta staff augmentation our clients can tap into labor pools in countries across the world. These include Columbia, Trinidad, India, the Philippines, and Malaysia. Soon we also will add services in eastern Europe and Northern Africa.


Process and Transparency

The Valenta Way is part of everything we do. We have tried and tested documented processes for delivering high-quality staff augmentation for customers in the US. Because we follow the same methods and process every time, all that we do is transparent and easily shared with clients.

operations, process

Comprehensive Services

Valenta can help clients with staff augmentation across the board. Every function of a business whether it is Accounting, Finance, IT, Operations, HR, Sales, Marketing or Support has roles that can potentially be outsourced. Valenta has staff to serve all these departments and business processes. We fill traditional roles and new information economy positions.

Compliance and Security

Valenta is ISO 27001 and ISO 9001 certified. We take compliance and security seriously. We operate service centers in the countries we operate in. Valenta has both physical and non-physical controls to ensure our company and client data is not compromised.

Continuous Improvement and Processes for Financial Services

Our Paraplanning and Virtual Assistant services deliver significant value to our clients by the reducing cost of operations, helping them attain world class cost structures, and implementing effective controls. We have standardized all Paraplanning and Virtual Assistant processes with a high degree of automation.

We have comprehensive and integrated Paraplanning and Virtual Assistant service capabilities. We augment our capabilities by continuously investing in building Paraplanning and Virtual Assistant expertise through:

  • Continuous investment in Automation and AI Technologies
  • Create Standard Operating Procedures for each of our clients
  • Provide clients with a Real Time Visibility Platforms
  • A Dedicated Financial Planning Academy, which focuses on increasing domain expertis

Finance and Accounting Software Application Expertise



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Valenta Pricing Packages:


Full Time

40 hours per week

From $ 2,500 per month

Part Time

20 hours per week

From $ 1,250 per month

Virtual Assistant

Full Time

40 hours per week

From $ 2,200 per month

Part Time

20 hours per week

 From $ 1,100 per month

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