Brooks Macdonald Group plc is seeking aspiring Trainee Financial Planners to provide all-round financial planning support under supervision while developing the skills, qualifications and experience required to progress into a fully qualified advisory role.
You will assist Financial Planners with pre-meeting preparation, produce follow-up actions and documentation, and support day-to-day private client work and liaison.
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Trainee Financial Planner — Path to Chartered Adviser 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.
