There aren't enough hours in the day to do everything
Independent financial advisers have just as much work on their plate as advisers partnered with specific organisations. From gathering information to completing calculations, creating cost comparisons to ensuring you meet compliance, the more you have on your plate, the less time you have to bring in new clients and grow your business. That's where facilit8 can help, providing expert IFA support to save you time and money, month after month.
IFA outsourcing gives you the freedom to do what you do best
IFA support services take all of the day-to-day administration off of your workload, ensuring you have the freedom from getting caught up in paperwork. As a financial adviser support services specialist, our team is trained and qualified to handle all of the back-office aspects of your business. Whatever your affiliation, we use our years of expertise to deliver IFA compliance support to ensure you have the time necessary to do what you do best.
How we help
Firstly, a knowledgeable member of our team will discuss your requirements, and recommend the back-office support services we can offer you. Our bespoke and flexible approach ensures you receive professional services unique to your business. Our multi-disciplinary team can handle every aspect of administration and paraplanning, from chasing information to meeting specific quality standards for compliance. Our back-office outsourcing services include everything necessary to run your business effectively from a single, remote team.
Why outsource with facilit8?
Hiring the team you need in-house can be costly and time-intensive, especially considering the workload variation throughout the financial year. Choosing to outsource IFA compliance support services to a reliable, professional team provides you with the freedom to build a larger client list, with the flexibility to change and adapt as your needs evolve. Our team at facilit8 has extensive experience in financial advice, providing the highest quality service possible to clients like you.
Book a call with our team
Book a call with our team today to learn more about how our back-office support could help you. We can discuss the benefits of our services and a bespoke solution with you directly.