Outsourced Paraplanning and
Intelligent Automation for UK IFAs
Finding a good paraplanner in the UK is hard. Keeping one is harder. Valenta solves both, and goes further, combining FCA-compliant paraplanning with intelligent automation so your practice scales without the staffing headache or challenges.
Paraplanning support that works
the way you do, and automates what you shouldn't have to.
Outsourced paraplanning for IFAs means a dedicated external team produces your suitability reports, annual reviews, cashflow analysis, and compliance documentation, operating inside your FCA framework, trained in your software platforms, without the cost and commitment of in-house headcount.
Valenta goes further by combining that expertise with intelligent automation. For firms that have tried automation and seen poor results, our approach is different: we understand UK advice processes deeply enough to know exactly where automation works and where it doesn't.
Empieza con un asistente de planificación financiera. Empieza con la automatización. La mayoría de las empresas terminan adoptando ambas cosas.
Qualified UK paraplanners are
expensive, scarce, and hard to retain.
Most IFA practices face long delays and high costs in suitability report production. The talent shortage on shore makes scaling difficult and expensive. Regulatory complexity keeps growing. Back-office work accumulates while client-facing time shrinks.
Everything from
suitability reports to full back-office management.
Four service areas. All FCA-compliant.
All operating inside your existing systems.
Apoyo en la planificación financiera y la planificación complementaria
Suitability Reports new investments, top-ups, fund switches, pension and investment transfers, protection, mortgage
Annual review services and tax year-end letters
Cashflow analysis and CGT calculations
Retirement planning PP, SIPP, DC, DB
Investment planning ISA, GIA, Bond
Protection planning whole of life, income protection, term
Mortgage planning residential and buy-to-let
Compliance Support
Annual AML checks
Suitability report reviews
Replacement forms
Check in business submissions
Investment Analyst Support
Product and provider research
Cost comparisons and illustrations
Projections and periodic portfolio rebalancing
Fund research and analysis
Administrative Support
Client onboarding and CRM management
ATR and letter of authority procedures
Annual review packs and portfolio review statements
Scheme valuation reports and policy summaries
Fund factsheets and fund trade summary checking
Business checklists
CRM Management and upkeep
Trained in the platforms UK advice firms actually use.
Our UK team is operational in your systems from day one, no ramp-up, no workflow disruption.
Trusted by
20 of the top 100 UK IFAs.
of the top IFAs in the UK are Valenta clients
planes financieros elaborados por el equipo de gestión patrimonial de Valenta a nivel mundial
typical suitability report turnaround for standard strategies
Up and running in
four to six weeks.
Assessment
A free 60-minute session covers your workflow, tech stack, FCA compliance requirements, and turnaround expectations.
Staffing and Setup
We match you with UK-market-trained paraplanners and admin staff. Full onboarding, SOP documentation, and IT setup included.
Ongoing Support
Quarterly reviews keep quality high. Scope expands as your practice grows.
A UK advice firm scaled without a
single additional direct hire.
MWA Financial Advice was growing through acquisition, and their annual review workload was outpacing what a directly employed team could handle. They needed capacity — fast, and without the overhead of recruitment.
Since partnering with Valenta in December 2020, MWA has scaled to 9 dedicated Valenta staff — 5 admin and 4 planning, all fully embedded in their systems and working within their compliance framework. They've matched their resource demands to acquisition pace without adding headcount to their payroll.
Cliente destacado: MWA
Nuestra alianza con Valenta nos ha permitido externalizar procesos clave, lo que ha aumentado significativamente nuestra eficiencia operativa. Trabajan en estrecha colaboración con nuestro equipo para comprender nuestras necesidades y optimizar los flujos de trabajo de manera eficaz. A medida que nuestro negocio se ha expandido, Valenta se ha adaptado a nuestro crecimiento y ha respondido con rapidez a nuestras necesidades cambiantes de recursos.
Preguntas frecuentes sobre soluciones de gestión patrimonial
Outsourced paraplanning for IFAs means working with a dedicated external team to produce suitability reports, annual reviews, cashflow analysis, and compliance documentation, within your FCA framework, in your software systems, without the cost and commitment of in-house headcount.
Most outsourced paraplanning services offer staffing only. Valenta combines FCA-trained paraplanners with AI-powered intelligent automation, for firms that want to automate high-volume workflows while keeping human expertise on complex advice cases. For firms burned by AI before, our approach is expertise-led and phased, not technology-first.
Yes. Valenta holds ISO 27001 and ISO 9001 certification, audited by the UK Accreditation Service. All advice documents are produced to FCA compliance standards, and our team operates within your firm's specific compliance framework.
Standard suitability reports are typically returned within 48 hours. Turnaround is agreed with each client during onboarding and tracked via quarterly reviews.
Genovo, CashCalc, Defaqto, Dynamic Planner, Intelliflo, IFA Dash, IRESS, FinaMetrica, True Potential, and all major UK platforms including Standard Life, Aviva, Aegon, AJ Bell, and Royal London.
No. Onboarding and system setup are included. We document your SOPs, configure access, and train the team on your workflows. Most practices are operational within four to six weeks.
No. Monthly billing with a 30-day notice period. Part-time and full-time options available.
See what
Valenta can do for your practice.
Book a free consultation with a Valenta specialist who understands the UK advice market. We'll show you exactly what capacity relief looks like for your firm.