Valenta BPO Canada > Outsourcing > Financial Planning Assistants

Financial Planning Assistants

Streamline your processes and boost efficiencies

Our financial planning support teams 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. Our well-trained Financial Planning Virtual Assistants can assist you by streamlining efficiencies at a reduced cost, allowing you to focus on revenue building activities.

Valenta’s Financial Advisor Assistant Services

Financial Planning Support

  • Create and send Engagement Agreement to clients
  • Collect data from client
  • Data entry into financial planning software (NaviPlan, Razor, PlanPlus, SnapProjections)
  • Retirement Projections
  • Cash Flow Plans
  • Debt Conolidation or Snowball Plans
  • Tax Planning
  • Asset Allocation Reviews

Insurance Support

  • Illustration Creation
  • Proposal Creation (Life Design Analysis)
  • Pre-filling applications
  • Preliminary Underwriting Requests
  • Ordering Evidence Requirements (Dynacare, Hooper Holmes, ExamOne)
  • Underwriting Monitoring
  • Compliance Requirements
  • Virtgate Management
  • Privacy Policy
  • Advisor Disclosure
  • Needs Analysis Documentation
  • Reasons Why Letters
  • Life Insurance Replacement Declaration (LIRD)
  • Change Requires (beneficiary, change)
  • Quarterly/Annual Reporting

Investment Support

  • Proposals (Morningstar, Illustration Software etc.)
  • KYC Requirements
  • Suitability Requirements
  • Fee Disclosure Statements
  • Investment Policy Statements
  • Transfers
  • Service form processing
  • Quarterly/Annual Reporting
  • New Business Application Form (Fidelity, National Bank, RBC, Wealtsimple, Life Insurers etc.)

Administrative Support

  • Liaising with clients to schedule appointments with advisors
  • Prepare meeting agendas
  • Transcription of file notes / meeting notes
  • CRM management and documentation

Management and Finance Support

  • Quickbooks
  • Bookkeeping
  • Commission reconciliation
  • Payroll
  • Billing and invoicing clients
  • Revenue Management and Reporting
  • CRM Sales and Activity Reports

Why Valenta's Financial Advisor Assistants?

The world’s Largest Team of Financial Administrators

We have the largest team of financial planning administrators, posted in various locations worldwide. This ensures clients of efficient service in the shortest possible time.

A Virtual Extension of Your Team

With our large pool of resources, we are best poised to offer you professionals trained in your processes and practices, ensuring seamless functioning.

Award Winning Advisors

Our teams are led by award winning financial advisors, who have a combined experience of over 150 years. This results in timely execution and quick deliveries.

Experience in the Latest Software and Tools

Our teams are trained periodically on the latest software, tools and processes, ensuring efficiency and accuracy.

The world’s Largest Team of Financial Administrators

We have the largest team of financial planning administrators, posted in various locations worldwide. This ensures clients of efficient service in the shortest possible time.

A Virtual Extension of Your Team

With our large pool of resources, we are best poised to offer you professionals trained in your processes and practices, ensuring seamless functioning.

Award Winning Advisors

Our teams are led by award winning financial advisors, who have a combined experience of over 150 years. This results in timely execution and quick deliveries.

Experience in the Latest Software and Tools

Our teams are trained periodically on the latest software, tools and processes, ensuring efficiency and accuracy.

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 Advisor Assistant Pricing

Full Time

40 Hours Per Week

$2,000/per month

Part Time

20 Hours Per Week

$1,000/per month

Customized Financial Advisor Solutions

Resources based on project needs

Software Expertise

Book Free Financial Planning Consultation

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