Welcome to The IFA PA

SPECIALIST VIRTUAL PA SUPPORT FOR FINANCIAL ADVISERS & PLANNERS

SPECIALIST VIRTUAL PA SUPPORT

FOR FINANCIAL ADVISERS AND PLANNERS

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You've worked hard to build your business, now it's time to let your business FLY

As a Financial Adviser, you know how much time the back office work takes and how necessary it is to have great systems and processes in place.

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 need to build your client relationships and doing what you do best... Advising!

That’s where The IFA PA team comes in!

Our team of IFA Administrators live and breathe support for Financial Advisers, Planners, Mortgage and Protection Advisers. Between us, we have over 100 years combined experience in Financial Services, whilst also having strong PA skills. You can be confident that all of your PA and admin needs will be supported whilst your business grows.

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A MESSAGE FROM NIKKI

CREATE MORE FREEDOM IN YOUR BUSINESS

FROM ADMIN

Having a virtual PA and admin team that you can trust is vital. You'll be matched with a dedicated PA who has worked in Financial Services for at least three years and who will help to keep your operations flowing. Your virtual PA will review your current processes and implement systems and procedures for a seamless and robust remote admin service.

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.

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.

OUTSOURCE TO A TEAM YOU CAN TRUST

System Support

Repeatable Processes

Specialist PA & Admin Support

The IFA PA specialises in remote PA and admin support for Financial Advisers, Planners, Mortgage and Protection Advisers. We love to work with Advisers who are part of a network or who are directly authorised. We support Advisers who are new to the industry, or who have been in the industry for a number of years and are ready to take their business to the next level.

Our dedicated team provide full business and virtual PA support, as well as ensuring that the Pensions, Investments and Protection operations are seamlessly managed. We are a friendly, knowledgeable and efficient team and we love to form great relationships with our Advisers and their clients so that we become an integral part of their business.

All of The IFA PA team work remotely, so you don't need to budget for office space and equipment. Our support is flexible which means that you can choose how you wish to use our services throughout the month.

READY TO FIND OUT MORE?

Whatever your needs, we've got you covered. Book a free consultation to find out how The IFA PA can help you gain the freedom to build your business.

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