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Financial Planning Admin

Valenta BPO UK > Services > Financial Planning Admin

Financial Planning Administrators

PROCESS CONSULTING, TECHNOLOGY CONSULTING AND OUTSOURCING

We understand the day-to-day operations of a financial planning business. Our outsourced financial planning administrators are trained to assist in all admin & implementation activities, annual reviews, customer service and business administration. Most financial planning practices are over-burdened with work and strained to deliver satisfactory customer service and our financial planning assistant teams play a significant role in helping them get more efficient.

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

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The largest team of financial planning administrators globally

Valenta has the largest number of financial planning administrators spread across the globe. This ensures clients efficient service and quick turnaround times.

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Extension of your team

 We offer dedicated financial planning assistants depending on the requirement, trained in the client’s practices, processes and business templates ensuring a seamless operation.

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Expert leadership

Our financial planning assistants are led by award winning financial advisors who have a combined experience of over 80 years. This ensures quality, competence and accurate execution.

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Expertise in a wide range of software and tools

Our financial advisor assistants are experts in all commonly used software ensuring minimal learning curves during onboarding.

How do Financial Planning Administrators work

Accounting Services UK - Valenta BPO

Valenta Financial Planning Admin - Dedicated Staffing model

Full Time Financial Planning Admin

40 hours per week

£1,500 /per month

Part Time Financial Planning Admin

20 hours per week

£750 /per month

Transactional Pricing

Annual Reviews   –   £120

Cashflow Modelling   –   £50 (+£15 per scenario past 2 scenario)

Needs Analysis + Illustrations   –   £25

LOA Processing and Collation   –   £15 per LOA

Fact Find Data Entry   –   £35 per case

Adhoc tasks   –   Contact for pricing

Related Services - Paraplanning

New Business - Pay per report

Protection   –   £125 (plus £50 per additional plan)

Investments   –   £125 (plus £50 per additional plan)

Pension   –   £125 (plus £50 per additional plan)

Mortgages   –   £125 (plus £50 per additional plan)

Transfer / Replacement -Pay per report

Pension Transfers   –   £200 (Added plan £75)

ISA Transfers   –   £150

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

+44 20 8720 6644

info@valentabpo.com

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