How do I apply for the Trainee Financial Planner position at Brooks Macdonald and track my application?

We provide a direct link to the official application portal. You can apply directly here . Additionally, you can easily track this and other applications by clicking the bookmark icon to save it to your YGI Kanban board .

What are the working arrangements and expected duration for the Trainee Financial Planner role?

This position is a full-time, structured as a hybrid role, with an expected duration of 12 months.

What educational background or degree level is required for the Trainee Financial Planner at Brooks Macdonald?

Candidates are generally expected to be holding or pursuing the following degree levels: Bachelor.

Does Brooks Macdonald provide visa sponsorship or assistance for international applicants?

Regarding visa assistance and sponsorship for this role, the official status is currently listed as: Not disclosed.

Trainee Financial Planner

Brooks Macdonald

Found 1 month ago

Location

London, United Kingdom

Duration (Months)

12 Months

Time

Full-time

Work Mode

Hybrid

Salary

Not disclosed

Visa Help

Not disclosed

Last Verified

1 month ago

Education

Bachelor

Skills & Qualifications

Technical Skills

Intelliflo (IO)
cash-flow tools
analytics

Soft Skills

Strong written and verbal communication
time management
organisation
attention to detail
proactive
collaborative
client-focused mindset
Persuasive
positive approach
consultative approach
able to influence others

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

Requirements

Diploma (Level 4) qualified or actively working towards it
commitment to achieving Chartered status (supported by the Academy)
Experience in an IFA practice or similar environment is advantageous
familiarity with Intelliflo (IO), cash-flow tools (e.g., Voyant) and analytics is beneficial
Strong written and verbal communication
ability to explain technical concepts clearly
Excellent time management, organisation and attention to detail
proactive, collaborative and client-focused mindset
Persuasive and well informed about the products and services offered by the company
Strong time management skills with an ability to work within the constraints of specific deadlines
A proactive and positive approach
Good commercial understanding and mindset
Excellent communication skills, consultative approach and able to influence others to support objectives
Confident and able to work alongside key stakeholders within the business and target markets

Finance and Banking

Financial Planning and Analysis (FP&A)

Languages

English

Nice to Haves

Experience in an IFA practice or similar environment
familiarity with Intelliflo (IO), cash-flow tools (e.g., Voyant) and analytics

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14Open Positions

Open Positions

14Open Positions

Trainee Financial Planner

Education

Skills & Qualifications

Technical Skills

Soft Skills

Job Description

Requirements

Related Field

Related Subfield

Languages

Nice to Haves