Unique Financial Planning hires Quilter senior as MI & financial reporting manager

Newly-created role

Julia Bahr
clock • 3 min read

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 requirements will expose that widespread failing." The MI & financial reporting manager position is usually only seen in nationals and networks, according to Unique FP. Jeffery will be responsible for putting in place streamlined, centralised data collection and interrogation processes across the business's investment, mortgage, and protection clients. Stewart Williams, CEO of Unique Financia...

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