Welcome to... 

The IFA PA

Welcome to... 
The IFA PA

Specialist PA support for

Financial Advisers and Planners

Specialist PA and Admin support for Financial Advisers, Financial Planners and Wealth Advisers

Be an IFA your way!

Gain the freedom to build your IFA business with remote support from specialist Financial Services PA’s and Administrators.

We want your business to fly

As a new or growing business you know how much time the back office work takes and how necessary it is.

Solid systems and processes are the foundation to any successful business. But having great systems and processes in place brings an increase in compliant and auditable record keeping which can eat up the time and energy you should be using on building your client relationships and doing what you do best …advising!

That’s where The IFA PA team comes in! We have supported Financial Advisers for over 10 years (previously through Cloud 9 Admin). Our team of Financial Services Administrators live and breathe support for Financial Advisers, Financial Planners and Wealth Advisers.

We’ll keep your administration and systems seamlessly flowing and help you to grow your business.

Create more freedom in your business

Freedom from admin

Imagine working with someone who has got your back!

Having a PA and administration team that you can trust is vital. You’ll be matched with a dedicated PA (with back up from the rest of the team) who has worked in Financial Services for at least two years and who will review your current processes and implement systems and procedures to relieve you of the burden of the administration.

Freedom from stress

We only work with FCA regulated companies, so we make sure we do everything right! You can be confident that your business is in safe hands, without the stress of managing back office processes directly.

Freedom from hassle

Where our Adviser clients loathe the ever-increasing amount of administration within Financial Services, we love nothing more than to liaise with providers and lenders to ensure the smooth processing of business.

We also love to help look after your clients and to give them a level of customer service that will make you proud to run your own advisory business.

Outsource to a team you can trust

The IFA PA is one of the first Virtual Assistant Services in the UK to wholly specialise in remote PA and Admin support for Financial Advisers, Financial Planners and Wealth Advisers.

We love to work with Advisers who are part of a network, are making the move to being directly authorised or who have been in the industry for several years and now want to take their business to the next level.

Our team of dedicated PAs look after our Advisers diaries and provide all round business support, whilst our Administrators look after the Pensions and Investments Administration. We are a friendly, efficient and knowledgeable team and we love to form great relationships with our Adviser clients to become an integral part of their business.

All of our PA’s and Administrators work remotely so you don’t need to budget for office desk space and equipment, and you don’t have the burden of being an employer. And, given the challenges of Covid-19 restrictions, you don’t have the worry of managing a socially distanced team!

Book a free consultation to see how we can support you.

Case Studies

Catherine Casey, Director, Rockwood Financial Solutions

"I first sought Nikki’s help over five years ago. At that point I was working as an IFA within another firm. Life was busy – and not in a way that felt good. I had a young family, increasing numbers of clients, as well as all the admin that goes with financial services work. Something had to give, and it wasn’t going to be my family or my clients! Luckily, I found Nikki to take care of the essential support work, leaving me to concentrate on my ever-growing client list."

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Andy Hart, Founder, Maven Adviser

"I had just established Maven Adviser, and the thought of doing all the administration for a regulated business was daunting to say the least. I couldn’t afford mistakes or slippages. Nikki was invaluable from the very start – even before FCA authorisation she took charge of creating templates, systems and fee agreement documents so I was ready to go from Day 1."

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Simon Allen, Founder, Searchlight Finance

"I was burning out. I was doing everything in my property investment business: social media, enquiry handling, client calls, all the related paperwork, liaising with lenders. It was overwhelming, I was miserable, something had to change."

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John Ward, Director, Essendon Independent Financial Planning

"Working with The IFA PA has helped me immensely, allowing me to do the things I want to do outside the business, knowing there is a competent person on the end of an email or phone to pick up urgent tasks."

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Fiona Conway, Director, FP Mortgage and Protection Ltd

"It’s been a great service right from the start. When I first spoke to Nikki on the phone I was really impressed and then everything between that first meeting to actually getting started with Michele was really straight-forward. I’ve saved hours and hours from not having to train somebody.  Right from the word go Michele just knew what she was doing and life is so much less stressful."

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