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 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!Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereCheck out the 2023 Financial planning Salary Guide here. Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development.

Om Podcasten

Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning industry. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the industry! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-office staff all have their own story to share, and The Financial Planner Life podcast is a platform for them to talk about their personal and professional journey. The podcast covers a multitude of topics, from mindset and motivation, health and wellbeing all the way to diversity and inclusion. We approach each episode with the idea that it is going to educate and spark a conversation within the industry with topics that may not be openly discussed. So, if you are thinking of becoming a financial adviser, or you’re curious about learning more about this brilliant sector, we urge you to give the podcast a listen. The Host: Sam Oakes is the host of The Financial Planner Life Podcast. He currently sits as Director at Recruit UK, who since 2008 has been supporting leading national and global financial planning firms in finding the best talent. Prior to his career in recruitment, Sam has always had a passion for financial services and has been in the industry for over 15 years. He sees himself as a partner to the industry and wants to contribute useful resources such as this podcast to educate those further who are seeking advice and help about how to push their careers forward in this amazing industry.