Our 2023 Monetary Planning Career Survey is now open and we would like you to share your views.
The survey offers Monetary Planners, Paraplanners and Wealth Managers a singular probability to voice their opinions concerning the career and inform us how their companies are faring.
As a thanks for finishing the survey we’re providing entry to our prize draw to win a £50 M&S present voucher – with 5 to win within the subsequent few weeks.
The survey is open to Monetary Planners, Paraplanners, Wealth Managers and IFAs – and people working in these companies – and can assist us to take the heart beat of the career.
The outcomes shall be revealed in an upcoming challenge of Monetary Planning As we speak Journal so you’ll be able to see what the career thinks and test the state of Monetary Planning in 2023.
All eligible respondents who full the survey can enter the non-obligatory Free Prize Draw. Phrases and situations apply.
Simply click on the hyperlink under to start out the survey.
There are 5 x £50 vouchers to win in our prize draw and respondents may also achieve entry to the survey outcomes when they’re revealed.
Monetary Planning editor Kevin O’Donnell mentioned: “Our Annual Monetary Planning Survey may be very extensively learn and influential so it is an awesome probability for Planners, Paraplanners and Wealth Managers to inform us how they’re doing and the place the career is heading. The prize draw can also be an added incentive and the vouchers may be spent on something at M&S.
“You may participate within the survey now by clicking the hyperlink on this web page. The survey will solely be open for a brief time period so now’s the time to participate.”
• No particular person knowledge or responses shall be handed to any third events and the outcomes will solely be shared in combination when the survey highlights are revealed in Monetary Planning As we speak journal, with highlights on Monetary Planning As we speak web site.
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