Latest / Financial Planner Life Podcast
Supercharging Financial Planning Through Award Winning Administration
Administration, often seen as a great starting point for those beginning their career in Financial Planning, but due to being stigmatised as a career stepping stone, finding an experienced, highly capable admin is gold for Financial Planning firms aiming for success.
In steps this week’s guest, Maria Mushtaq, Award Winning IFA Administrator at Holden & Partners, Chartered, B Corp Financial Planning firm! Maria is a shining example of the value added by this often-overlooked area of the profession, as having a trusted back-office team to lean on is crucial for the success of any Financial…
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