Supercharging Financial Planning Through Award Winning Administration

Financial Planner Life Podcast

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 Planning business.

Maria built strong foundations in Law before moving to Financial Services, a transition we’ve regularly come across in our conversations, and hasn’t looked back since. She describes some of the key highlights of working in this industry, as well as some of the challenges involved in this highly varied and challenging role.

As an administrator, Maria is involved in the entirety of the client journey, we discuss the incredible breadth of her knowledge required to carry out this role effectively, and the importance of Admins maintaining regular contact with clients.

As well as being a great foundation for moving into any role within Financial Planning, strong IFA Administrators put themselves into a position of having a range of career prospects. Maria talks us through the wide variety of options available to those in an administration position, including team management, compliance, investment management and more, as well as when to consider the move.

If you’re an administrator looking for ways to exceed expectations and add maximum value to the Financial Planning process, check out this episode and take a leaf out of Maria’s book!
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