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New MI & financial reporting manager Katie Jeffery said: "In creating this role, Stewart and his team have shown their dual commitment to future-proofing the business and to working not only to the letter of Consumer Duty but also in the spirit of it."
Adviser business Unique Financial Planning has appointed former Quilter senior reporting analyst Katie Jeffery as MI & financial reporting manager.
The firm said the role was created because MI and data were critical to running a scaled advice business. As an industry MI has historically been very poor, it added. "Consumer Duty reporting requ...
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