IFA Choice are listed in the Financial Services category.

IFA Choice Products / Services

Description

Based in Exeter Devon, IFA Choice provides an outsourced paraplanning and administration service for busy IFAs. We have a vast wealth of knowledge and experience accumulated over many years within the financial services industry.

Outsourced Paraplanning is a way of obtaining Paraplanning and Administrative support without the expense or commitment of a full time member of staff. You can vary the level of support you receive, depending on your work flow, and do not have typical employee-associated expenses such as NI, holiday cover and pension contributions.

We have a team of qualified Paraplanners which means that there is always someone available on the phone to discuss your requirements. We also have a team of administrators who provide back office support including creating databases, review systems, updating registers and other bespoke projects as they arise.

From our offices based in the South West we provide our services to businesses nationwide on a remote basis ranging from sole traders to practices. Our turnaround times for providing a fully completed Report/Suitability Letter is 7 working days assuming that we have received all relevant information.