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 administrative requirements for IFAs are very process driven and need to be recorded meticulously for compliance purposes. This is why many IFAs outsource their admin to virtual assistants.
The IFA admin support that we provide very much depends of how the advisor works and their personal requirements. We have experience in using many Contact Management Systems and can help build the processes and check lists required into them.
Here are just some examples of how we can support Financial Advisers:
Produce Dip Certificates and KFIs
Liaising with client to collate supporting documents
Follow up the application with the lender
Ensuring offer letters are received
Checking fees from client are received.
Ensuring compliance paperwork is in order
Chasing up GP Reports
Following up applications with providers
Letters of authority
Adding details onto the CRM systems following fact finds
This is by no means a full list of what we can provide, just a taster of the comprehensive service we can offer. If you would like to find out more contact us now.