Aspiring Financial Planner: Trainee to Chartered Path

Brooks Macdonald Group; Altrincham; Hybrid; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Flexible working

Office in Altrincham

Job summary

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.

Qualifications

• Diploma Level 4 qualification in progress or achieved.
• Commitment to Chartered status with Academy support.
• Experience in an IFA practice is advantageous.

Responsibilities

• Assist Financial Planners with pre-meeting prep and follow‑up actions.
• Prepare review packs, valuations and materials; update CRM after meetings.
• Attend seminars and client/provider meetings with the Consultant.

Skills

Communication

Time management

Attention to detail

Client-focused

Education

Diploma (Level 4)

Tools

Intelliflo IO

Voyant

CRM

Job description

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.