IFA Admin Solutions Limited
IFA Admin Solutions is a virtual assistant business; set up to provide admin support to002bw financial advisers.
Services IFA Admin Solutions can offer a range of services to help you in your business. If there is something that you need help with that you do not see in this list, then don’t hesitate to contact me so we can discuss your business requirements. • Generate quotes • Online illustrations • New business processing • Point of contact for product providers • Letters of authority • Transfer of servicing • Transfer of agency • Annual review letters • Agency administration • Implementation and maintenance of IFA systems, such as Intelligent Office, Salesforce and IRESS • Pension transfer administration • Client valuation reports • Create procedure notes • Client file management • Maintain client data • Deal with emails and re-directed post • Full use of Microsoft packages • Proof-reading documents and websites
Address: 14 Damson Lane, Solihull, West Midlands, B91 2RD, UK
Phone: +44 121 6630623
FAX:
