IFA Admin Solutions can offer a range of services to help you in your business. If there is something that you need help with that you do not see in this list, then don’t hesitate to contact me so we can discuss your business requirements.

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• New business processing
• Point of contact for product providers
• Letters of authority
• Transfer of servicing
• Transfer of agency
• Annual review letters
• Agency administration
• Implementation and maintenance of IFA systems, such as Intelligent Office
• Pension transfer administration
• Client valuation reports
• Create procedure notes
• Client file management
• Maintain client data
• Deal with emails and re-directed post
• Proof-reading documents and websites

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This is by no means an exhaustive list. Through the use of the internet, VOIP phone and access to email, I can work as if I were sitting in your office, no matter where in the world you are based.

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I currently work with Advisers around the globe, UK, USA, UAE, Malaysia and Europe. 

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If you are a Paraplanner who needs help with data harvesting, then please also get in touch.