Finally, I get home, have something to eat and chill out with my wife in front of the TV.
Friday
Today is a full day in the office, spending my time reviewing the progress of the reports and administration of the previous client meetings with both the paraplanning team and administration team.
I then speak to the investment team to instigate releasing client funds from portfolios as requested. I check the appointments and meetings for next week to ensure all preparation is completed.
I look forward to a night out with my wife and friends tonight and to a weekend of refereeing various football matches and chilling out.
Malcolm Snook is a senior financial planning manager at MPL Wealth Management
If you would like to write a week in your life as a financial adviser, please contact: melanie.tringham@ft.com
