October commenced with a great event hosted by investment managers Brewin Dolphin, which involved sampling different wines from all over the world, whilst also being briefed by their Chief Strategist, Guy Foster, on the state of different stock markets from where the various wines originated!
October also involved getting more familiar with the processes and procedures of Julian Harris Financial Consultants (which MFM is an appointed representative of), and how their compliance team works with the advisers in the network. I began learning the process of uploading cases, and where all the key documents I would need to read are on the system. I also had my first experience with walk-in potential clients, and what the correct procedure was to help them. This was very insightful, as with previous roles I had never had to be client facing at all, and I really enjoy welcoming our lovely clients into the office!