What does a financial adviser do during the course of a day?
Presentations & meetings with product providers and other financial advisers in Wootton Bassett (near Swindon).
Some are interesting, others...less so (meetings & financial advisers)
Chase up tardy mortgage lenders & insurance companies. The culprits? Royal Bank of Scotland & Norwich Union.
Sort out details of client's pension & annuity
Reply to client emails.
Speak to the lovely L2, mortgage guru in Leicester.
7pm meet a client to discuss pensions in North Swindon
8pm plus: possibly catch a bit of Chelsea vs Man Utd