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Job description
We’re excited to welcome 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. We offer fulfilling careers in an inclusive culture that values diversity, ambition and rewards high performance.
Assist Financial Planners with pre-meeting preparation, produce follow-up actions and documentation. Analyse client financial circumstances and draft initial planning proposals under supervision. Support implementation of recommendations, including paperwork, platform processing and trading instructions under supervision.
We welcome talented people from all backgrounds who live our guiding principles and are focused on ensuring good outcomes for our clients. We value different ways of working and actively promote flexible working across our business.
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Company
Finance
Brooks Macdonald is a UK‑based wealth and asset management firm that delivers tailored investment solutions to private investors, trusts, charities, pension funds, and institutions. The firm emphasizes a transparent, disciplined investment process and builds long‑term relationships through a team of analytically skilled professionals who prioritize client trust and consistency across all services. By partnering with independent advisers, Brooks Macdonald complements their expertise, offering comprehensive services ranging from financial planning and tax solutions to discretionary fund and property management. Its culture of professionalism and client‑centric focus distinguishes it in the competitive wealth‑management landscape.