Cloud 9 Admin is currently recruiting Associate Virtual Assistants with experience of working with Financial Advisers, Mortgage Brokers and Protection Brokers.
If you have the desire to become a self-employed Virtual Assistant, being an Associate is an excellent way to start off:
You work from your own office, all you need is a computer, good broadband and phone connection.
Your hours can be [...]
Here at Cloud 9 Admin we have vast experience in providing IFA Admin support. We know that most IFAs, whether they be specialists in mortgages, protection or pensions and investments enjoy building client relationships and offering advice. Most either dislike the admin side or confess they are not very good at it. After all it is time-consuming, taking time away from making sales.
Most of the [...]
On Sunday 5th July I will be donning my trainers and best pink t-shirt and joining thousands of other women on the Knavesmire to run the Race for Life in York.
Running does not come naturally to me and, although I regularly attend the gym, this is a challenge that definitely pushes me out of my comfort zone. However it is all for a good cause, we all know people who have suffered from [...]
There are, of course, different levels of disaster and for the worst ones your business would be the last thing on your mind. But what if your workplace suffered fire or flood? What if your laptop or ‘phone was stolen? What if your computer hard drive was hacked? Do you have a disaster recovery plan?
These days most of what is needed to keep our business running is in electronic form and [...]
Following the recent pension rule changes that came into force on the 6th April, the role of and requirement for an Independent Financial Adviser has become more important than ever.
Any change to financial rules offers an excellent opportunity for IFAs to build their relationships with existing clients. This particular rule change gives you the opportunity to establish yourself in [...]