Ifa Outsource

Introduction

IFA Outsource is a dedicated team of professionals providing virtual and outsourced services to financial planning professionals. Founded by Joanne Morgan-CertPFS, who has over 30 years of experience in the financial services industry, we understand the immense pressure associated with running a successful financial planning business. Our mission is to restore and maintain a healthy work-life balance for our clients, enabling them to focus on their expertise while we handle the paperwork and administrative burden.

Our Philosophy

We believe in empowering our clients by providing tailored solutions that streamline their workload and enhance their productivity. We prioritize open communication, transparency, and customization to ensure your experience with IFA Outsource is seamless and personalized.

Income Reconciliation

We eliminate the stress of reconciling bank statements, receipts, and financial plans. Our experienced team will upload and categorize all cash receipts, accurately reconcile against provider statements, and provide comprehensive reports for your review. We can also offer income reconciliation training to empower you to take control of your own finances.

Administrative Support

Beyond income reconciliation, we offer a comprehensive range of administrative services, including:

• Document design and formatting
• Client onboarding and communication
• Back-office system set-up and management
• Processing new business submissions
• Provider and client communication management
• Report creation and data analysis

Ad-Hoc & Holiday Cover

Need temporary help with data entry, report generation, or holiday cover? Our responsive team can step in and assist with your specific needs.

Our Expertise

Our founder, Joanne Morgan-CertPFS, brings years of expertise in:

• Income Reconciliation
• Administration and Paraplanning
• Document Design
• Back-Office System Implementation and Management

Conclusion

IFA Outsource is committed to providing customized, personalized solutions that help financial planning professionals achieve better work-life balance and focus on their core business. Contact us today to discuss your unique needs and discover how we can support you in achieving success.