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IFA Admin Solutions | Virtual Administration Services for Independent Financial Advisers

Virtual Administration Services for Independent Financial Advisers

http://www.ifaadminsolutions.com/

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CONTACTS AT IFAADMINSOLUTIONS.COM

IFA ADMIN SOLUTIONS LIMITED

NICOLA HESSION-KENT

14 DA●●●●● LANE

SOL●●●ULL , WEST MIDLANDS, B91 2RD

GB

44.07●●●●●43600
NI●●●●●●●●●●●●@LIVE.CO.UK

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IFA ADMIN SOLUTIONS LIMITED

NICOLA HESSION-KENT

14 DA●●●●● LANE

SOL●●●ULL , WEST MIDLANDS, B91 2RD

GB

44.07●●●●●43600
NI●●●●●●●●●●●●@LIVE.CO.UK

View this contact

IFA ADMIN SOLUTIONS LIMITED

NICOLA HESSION-KENT

14 DA●●●●● LANE

SOL●●●ULL , WEST MIDLANDS, B91 2RD

GB

44.07●●●●●43600
NI●●●●●●●●●●●●@LIVE.CO.UK

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IFA Admin Solutions | Virtual Administration Services for Independent Financial Advisers | ifaadminsolutions.com Reviews

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Virtual Administration Services for Independent Financial Advisers

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1

Confidentiality | IFA Admin Solutions

http://www.ifaadminsolutions.com/confidentiality

Why use a Virtual Assistant? Virtual Administration Services for Independent Financial Advisers. I am conscious that any business or personal information that you provide to me is very sensitive and needs to be handled with exceptional care and consideration. I would, prior to commencement of any work, prefer to sign a confidentiality / non-disclosure agreement that you provide. This will give both you and I the peace of mind that your information is as secure with me as it can possibly be.

2

Services | IFA Admin Solutions

http://www.ifaadminsolutions.com/services

Why use a Virtual Assistant? Virtual Administration Services for Independent Financial Advisers. 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. Point of contact for product providers. Implementation and maintenance of IFA systems, such as Intelligent Office, Salesforce and IRESS. Full use of Microsoft packages.

3

About | IFA Admin Solutions

http://www.ifaadminsolutions.com/about

Why use a Virtual Assistant? Virtual Administration Services for Independent Financial Advisers. My name is Nicola Hession-Kent, I run IFA Admin Solutions from my home-based office in Solihull. My most recent role was in an IFA firm where I was responsible for client data and CRM systems Intelligent Office, then more recently Salesforce. I have set up IFA Admin Solutions in order to utilise my skills to my advantage, as this sector is where my interest lies. Why use a Virtual Assistant?

4

Rates | IFA Admin Solutions

http://www.ifaadminsolutions.com/rates

Why use a Virtual Assistant? Virtual Administration Services for Independent Financial Advisers. Hourly rates are competitive with other Virtual Assistants that specialise in the Financial Services Industry. Please contact me for more information. Minimum charge one hour. Charged in 15 minute increments thereafter. Payment can be made by bank transfer or Paypal. Time tracking tools used to work out accurate completion time. Only pay for time used, not for breaks etc. No contract to tie you in.

5

Why use a Virtual Assistant? | IFA Admin Solutions

http://www.ifaadminsolutions.com/why-use-a-virtual-assistant

Why use a Virtual Assistant? Virtual Administration Services for Independent Financial Advisers. Why use a Virtual Assistant? The major benefit of using a virtual assistant is the money saving aspect. You are also safe in the knowledge that I am an experienced, qualified financial administrator. You don’t have to take the time in advertising, interviewing and training a new member of staff or supplying the office space. Benefits over a member of staff. No tax or National Insurance to pay. No minimum hour...

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Why use a Virtual Assistant? Virtual Administration Services for Independent Financial Advisers. IFA Admin Solutions is a virtual assistant business; set up to provide admin support to. Our goal is to give you, the adviser, opportunity to grow your business and to have more time to spend with your clients, by taking on the time-consuming administration work that may be currently holding you back. By outsourcing your admin work, you will be saving yourself valuable time, which you could be using on fee-ea...

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