Job Description

Brooks Macdonald Group plc is one of the UK's leading wealth management firms, recognised for investment performance and client service. We offer leading multi-asset investment services to intermediaries, and high-quality financial planning advice to private clients, benefitting from a strong local presence across the UK.

We offer fulfilling careers in an inclusive culture that values diversity, ambition and rewards high performance.

Our values (we call them our guiding principles) underpin our culture and are at the heart of everything we do:

• we do the right thing
• we are connected
• we care
• we make a difference

We welcome talented people from all backgrounds who live our guiding principles and are focused on ensuring good outcomes for our clients.

Role Overview

The Brooks Financial Academy is designed for ambitious people who want to build a long-term career in Financial Planning.

We’re looking for people with the right attitude, curiosity, a drive to learn and a genuine passion for Financial Planning. We’ll provide the structured development, experience and support to help you progress.

Our Academy programme combines professional qualifications with practical, hands-on experience across Financial Planning. You will work towards the Level 4 Diploma in Regulated Financial Planning and ultimately the Level 6 Advanced Diploma in Financial Planning, building your technical knowledge, commercial understanding and client-facing skills along the way.

You will be supported by experienced colleagues, a dedicated mentor and a structured development plan, with clear milestones throughout the programme. Successful completion of the Academy will provide a pathway towards becoming a Financial Planner and, in time, achieving Chartered Financial Planner status.

Your Academy journey will begin in our Central Administration team, where you will build the core knowledge and experience that will underpin your future development.

Working closely with Financial Planners and colleagues across the business, you will learn how our clients are supported and develop a strong understanding of the processes and terminology that sit behind high-quality financial advice.

You will gain practical experience across areas including Letters of Authority (LOAs), annual reviews, valuations, client records and internal communications. As your knowledge and confidence grow, you will take on greater responsibility and continue to progress through the Academy.

From day one, you’ll be building the knowledge, skills and experience that will support your future career in Financial Planning.

Knowledge, Skills, & Experience

Essential

• Strong attention to detail and organisational skills.
• Good communication and interpersonal abilities.
• Ability to manage multiple tasks and prioritise effectively.
• Ability to produce detailed and accurate work consistently to a high standard.
• Proficient in Microsoft Office and CRM systems (e.g., Curo or similar).

Desirable

• Knowledge and understanding of financial planning and wealth products.
• Knowledge and understanding of annual review process for financial planning.
• Willingness to work towards financial planning and CII qualifications (e.g.: CF1 – UK Financial Services, Regulation & Ethics, LP2 – Financial Services Products & Solutions

Experience & Qualifications:

• Understanding of financial planning processes and regulatory requirements is beneficial.
• Educated to GCSE/A-Level standard; further professional development in administration is desirable

Corporate Values & Ethos:

• Client-focused, principled, and team-oriented.
• Acts with integrity, fairness, and professionalism.
• Committed to delivering high standards and supporting continuous improvement.

We value different ways of working and actively promote flexible working across our business. Collaboration is important to us as a firm, with employees required to be in the office 3 days a week, and each team having a core in-office day per week.

We’re committed to promoting equal employment opportunities and positively encourage applications from suitably qualified candidates regardless of race, religion or belief, sexuality, age, disability, gender, gender identity, marital status or pregnancy and maternity.