Monday:
Bank holiday weekend meant that the office was closed, giving everyone a long, enjoyable weekend break and giving me the chance to begin the dreaded job of packing for University.
Tuesday:
Following our extended weekend, the team held their weekly meeting to discuss everyone’s key targets and deadlines for the upcoming week. James Gordon and I followed up on some new alternative platform investment opportunities that the Group can potentially incorporate their client’s assets into in the future.
A meeting was called following lunch to converse on the team’s client experience development. With client’s relationships and experiences at the heart of AKFP’s services, it was great to be able to attend a meeting of this calibre to discuss how aspects of the business can and should be changed to ensure that they are continuously improving on the services that are provided to their clients.
Wednesday:
The team arrived early into the office only to be greeted by none other than a dead pigeon at the front door. It didn’t take long for some to quickly pull ranks and perhaps as expected, it was decided that as I was the youngest it was only fair that I should be the one to deal with the clean-up job (needless to say I didn’t agree!).
In the morning, Brian had some administration work to complete for that afternoon which I carried out for him so that he could continue with more important upcoming client tasks.
Roger, James Gordon and I sat down in the conference room that afternoon to attend a demo presentation for one of the potential new investment platforms that AKFP has been considering using.
Thursday:
A busy day lay ahead of the team. My morning consisted of completing a Plan report for one of Roger’s new clients with both Roger and Brian. Going through a full plan report was an excellent way to gain an understanding of exactly how and why financial planning software is so important to the service that Financial Life Planners provide.
I then sat in with James Gordon to undertake an investment platform due diligence as part of the process for changing the Groups investment proposals. Once we had finalised the necessary details I set about tracking down the DFM’s and funds that would be best suited to delivering on the needs and requirements of our clients.
Friday:
My last day in the office had arrived.
The last day of the first month in the new office bought with it a company lunch. We finished early for an extended lunch break to enjoy some of Claire Aiken’s delicious home cooking, which provided a much needed and appreciated change to the typical cold sandwiches or microwaveable meals.
I have thoroughly enjoyed getting to know the team at AKFP and being able to further my understanding of the services that Financial Life Planners provide to their clients. I am very grateful to Roger for allowing me to join the business and to Brian, James and Rachel for making me feel welcome and putting up with me for the two weeks!
