Maria Mushtaq
Award Winning IFA Administrator at Holden & Partners, Chartered, B Corp Financial Planning firm.
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Nov 9, 2023 • 59min
Supercharging Financial Planning Through Award Winning Administration
Maria Mushtaq, Award Winning IFA Administrator, discusses the crucial role of administration in Financial Planning firms. She highlights the variety of career prospects for administrators and emphasizes the importance of client relationships. The podcast explores the transition from law to financial planning, regulatory environments, skill transferability, and the significance of financial planning exams in building foundational knowledge.
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