At a Glance
- Tasks: Support financial planning and client service while gaining valuable experience.
- Company: Join Brooks Macdonald Group, a leader in financial services.
- Benefits: Hybrid working, structured training, and career progression opportunities.
- Other info: Dynamic team environment focused on professional growth.
- Why this job: Kickstart your career in finance with hands-on experience and mentorship.
- Qualifications: No prior experience needed; just a passion for finance and learning.
The predicted salary is between 25650 - 31350 £ per year.
Brooks Macdonald Group plc invites applications for a Trainee Financial Planner role.
You will provide all-round financial planning support under supervision while developing the skills, qualifications and experience to progress toward a fully qualified advisory role.
You will assist with pre-meeting prep, client liaison, and administrative duties, building expertise in planning, research, and client service within a structured development path.
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Trainee Financial Planner: Hybrid Path to Chartered in Norwich employer: Brooks Macdonald
Brooks Macdonald Group plc is an exceptional employer, offering a dynamic and inclusive work culture that prioritises diversity and high performance. With a strong commitment to employee growth through structured study pathways and funded qualifications, we empower our Trainee Financial Planners to develop their skills while contributing to meaningful client outcomes. Located in the UK, our firm not only leads in wealth management but also champions sustainability, making it a rewarding place for those passionate about responsible investing.
