I created IFA Admin Services in 2020 after pondering the idea for many months prior. With being furloughed and employment uncertainty, I decided to follow my dream and take the 'leap of faith' to becoming a virtual assistant. I have always had a passion in providing excellent administrative services and now is the time for me to show you how great a virtual service can be through my own business, IFA Admin Services.I have worked for both directly authorised advisory firms & a firm that was tied to the Intrinsic / Quilter network. I have also worked with a Wealth Management firm who specialised in dealing with clients who were High Net Worth & Ultra High Net Worth with a £1m minimum investment.Every successful financial strategy starts with an excellent client relationship. My mission and values include exceeding your client's every expectation, to ensure smooth administrative processes, providing an excellent service to compliment your client relationship.Not from the Financial Services / Wealth Management industry? Get in touch today to see how IFA Admin Services could help!New Business ProcessingMeeting review packs / annual review letters (to your company specification)Point of contact for product providersLetters of Authority / Transfer of ServicingClient valuationsArrange meetings with clients - new and for reviews / Diary ManagementBack Office system updates / maintenance (most current system used - X-Plan). I am looking to train on new back office systems soon!Creation / development of proceduresClient Relationship Management - point of contact for clients in the first instance and throughout the New Business process and beyondDealing with emails / re-directed postAgency administration as necessaryProof readingChase commission payments & outstanding invoicesData Harvesting on behalf of ParaplannersElectronic filingProject work as necessaryAny other associated administration tasks related to the Financial Services industry.