Brooks Macdonald Group is seeking aspiring Trainee Financial Planners to provide all-around financial planning support under supervision. The role develops skills, qualifications and experience required to progress into a fully qualified advisory role within a leading wealth management firm.
You will assist with client liaison, research, and administrative duties while working towards Diploma Level 4 and Chartered status with support from the Brooks Macdonald Academy.
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Trainee Financial Planner: Path to Chartered Advisory 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.
