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.
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The following opportunity is for a Aspiring Financial Planner: Trainee to Chartered Path with Brooks Macdonald Group.
The position is based in Altrincham, England, United Kingdom.
This opportunity is part of our work in Finance.
The advertised compensation is 25.000 - 35.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Aspiring Financial Planner: Trainee to Chartered Path role in the description above.