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One of the biggest causes of stress for Financial Advisers is the sheer amount of administration that is required for taking on new clients, submitting business, completing annual reviews and generally running their business. In our experience, IFAs want to do the important stuff of meeting clients to help them to achieve their financial goals, but there is an ever-increasing amount of admin to do…

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outsourcing systems graphic

When IFAs first approach us to discuss outsourcing their administrative work to us, one of their first questions is “how does it work?” Over the last year many businesses have had change the way they work so that their office has become remote. Here at The IFA PA we have been providing outsourced remote administrative…

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It is tough in the world of Mortgage Advisers these days. Plenty of people want to buy houses and there are plenty of great mortgage deals but actually getting the companies to offer mortgages is quite a challenge. It doesn’t matter whether the mortgage is for £50,000 or £500,000, the amount of paperwork required is…

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Many IFAs are finding that working with a Virtual Assistant is an excellent way to grow their business. By delegating those admin tasks that are a vital to the business but take up valuable time, IFAs are finding they can either spend more time building their business or with their families. With confidentiality and compliance…

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The recent World Smile Day made me think about how important smiling is in any business. Building relationships is an integral part of most businesses, whether you meet people face to face or only ever contact remotely. Smiling is a crucial part of building that relationship – if you meet people, a smile and eye…

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