Financial Planning Assistants

Valenta BPO UK > Outsourcing > Financial Planning Assistants

Financial Planning Administration

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 Administrator Services

  • Processing Letter of Authorities and obtaining information from fund providers
  • Fact Find Data Entry in to the various Back offices / CRM
  • Prepare Quarterly / Annual Review Documents
  • Tracking and splitting of commissions
  • Prepopulate forms
  • Implementation of Paperwork
  • Ongoing Client Management Services
  • Fee Disclosure Statements
  • Invoicing
  • Payroll Processing
  • Setting up bank payments
  • Reconciliations
  • Customer Service
  • Transcription
  • MI 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?

  • What I was really impressed with, was that not only do you get that dedicated resource, you also have a manager that reviews all of their work, and all included in the price. Overall I’ve been really happy with the process and it’s helping me live my dream, which is to work from home and not have any staff in the office.

    Tim Charles
    Charles Accountancy
  • We just love working with Valenta and the people they have working with us. We work with Fatan in Malaysia. She’s absolutely fantastic; she shows initiative and she knows what she’s doing. We’ve really enjoyed the Valenta experience. We have a great relationship with our team. We appreciate the flexible hours; the fact we can be doing something else and they are in the background getting our work-ready is great.

    Bert Dugdale
    RI Advice Alderley
  • Outsourcing makes the business more efficient. We also deliver greater service to our existing client base.

    Steve King
    CFL Financial
  • 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
  • We have found Valenta’s service to be very professional, very capable and very timely. As a result it’s increased our productivity and reduced our bottom line. We’ve had some very good cost savings with our outsourcing arrangement with Valenta. We found their cost is very competitive compared to the market which has benefited our bottom line.

    Tommy Laskaris
    Oracle
  • 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’s Financial Planning Administrator Solutions

Full-Time Financial Services Administrator

40 Hours Per Week

£1,000 /per month

Part-Time Financial Services Administrator

20 Hours Per Week

£500 /per month

Custom Financial Planning Administrator Solutions

Resources based on
project needs

Valenta Financial Planning Administrators (Transactional Pricing)

TASKSFEEPARTICULARS
Annual Reviews £120
Cashflow Modelling£50 per scenario (+£15 per scenario past 2 scenario)
Needs Analysis + Illustrations £25
LOA Processing and Collation £15per LOA
Fact Find Data Entry£35per Case
Adhoc tasksContact for pricing

Related Services - Paraplanning

Valenta Paraplanning - New Business (Pay per report)

TASKSFEEPARTICULARS
Protection £125Pay per report (plus £50 per additional plan)
Investments £125Pay per report (plus £50 per additional plan)
Pension £125Pay per report (plus £50 per additional plan)
Mortgages £125Pay per report (plus £50 per additional plan)

Valenta Para planning - Transfer / Replacement (Pay per report)

TASKSFEEPARTICULARS
Pension Transfers£200Pay per report (Added plan £75)
ISA Transfers£150Pay per report

Software Expertise

Book Free Financial Planning Consultation

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  • Processing Letter of Authorities and obtaining information from fund providers
  • Fact Find Data Entry in to the various Back offices / CRM
  • Prepare Quarterly / Annual Review Documents
  • Tracking and splitting of commissions
  • Prepopulate forms
  • Implementation of Paperwork
  • Ongoing Client Management Services
  • Fee Disclosure Statements
  • Invoicing
  • Payroll Processing
  • Setting up bank payments
  • Reconciliations
  • Customer Service
  • Transcription
  • MI Reporting
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