Outsourcing admin advice
I have been offered the opportunity to outsource some admin to another part of the group my IFA firm is part of. This would probably be an interim measure before we take on a new member staff. If possible, I'd like to have a chat with someone who does or has done this.
The admin process I wrote up previously was very much geared toward regular interaction with me (i.e. I'll say if info is complete or not). Basically, how can I best make the most of staff who are experienced in admin but not IFAing and be able to leave them to it?