Brooks Macdonald Group in Altrincham invites applications for a Trainee Financial Planner to support private client work under supervision. You’ll help with pre‑meeting prep, documentation, and client liaison while developing qualification and advisory skills.
The role offers a funded study pathway toward Chartered status, structured progression through the Academy, and exposure to a wide range of wealth management activities in a collaborative, client‑focused environment.
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Aspiring Financial Planner: Trainee to Chartered Path in Altrincham employer: Brooks Macdonald Group
Brooks Macdonald Group plc is an exceptional employer, offering a dynamic and inclusive work culture that prioritises diversity and ambition. Located in London, employees benefit from a strong local presence and the opportunity for professional growth within one of the UK's leading wealth management firms. With a commitment to high performance and client service, team members are rewarded for their contributions while enjoying flexible working arrangements that promote a healthy work-life balance.
