I have many years experience of working within the Financial Services industry with companies including Friends Life, James Hay IFA and LV - with knowledge of pensions, protection and investment.

I am qualified with the  C.I.I. Financial Planning Certificate and the Mortgage Advice Qualification.

Many IFAs find that using a Virtual Assistant is an excellent way to free up their time and therefore concentrate on growing their business.  By delegating those vital and time-consuming admin tasks, you can spend more time building your IFA business.
Of course,  confidentiality and compliance are paramount in IFA administration, so a good working relationship with a Virtual Assistant must be based on respect, trust and good communication.

Whatever assistance your business needs, we can agree on a convenient way to communicate: email, text, phone, skype etc and schedule regular catch up times.  If your business has it's own software or CRM system, as a VA I will be able
to pick these up quickly.

Some areas I can offer support in:

◊ General office admin, e.g. typing from audio submission
◊ Research work, e.g. speaking with underwriters
◊ Prepare quotes and reports
◊ Data capture forms for online submission
◊ Co-ordinate supporting documents, e.g. Trust forms
◊ Check on progress

Your IFA business may need flexible ad-hoc support, or regular hours each month.  All work is undertaken to a professional standard with confidentiality of utmost importance.  Please get in touch to discuss how I can help support your business.

Get in touch