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Who's Moving Where In Wealth Management? – Brooks Macdonald, RBC Brewin Dolphin

Editorial Staff

21 December 2022

Brooks Macdonald
has welcomed a new cohort of 14 trainee financial planners to its financial planning academy.

The trainees are embarking upon a two-year training and apprenticeship course which should see them qualify as either financial planners or paraplanners, the firm said in a statement. 

The course will see the cohort undertake on-the-job training, external training, and mentoring at the company’s offices in Cardiff, Edinburgh, Exeter, Glasgow, Leeds, London, Manchester and Newcastle, the firm continued. Participants will also aim to achieve the Level 4 diploma in financial planning over this period.

RBC Brewin Dolphin’s financial planning academy was established to try to narrow the financial advice gap by attracting and training the next generation of financial planners to help clients with their evolving financial needs. The company espouses the benefits of financial planning and advocates the value of taking financial advice.

Nick Oliver, regional managing director for financial planning at RBC Brewin Dolphin, said: “As people’s financial lives have become more intricate with a variety of demands on their hard-earned money, from buying property to supporting children, planning for retirement, and maximising their legacy, the need for considered financial advice at key life stages has never been so important.” 

“The RBC Brewin Dolphin financial planning academy is nurturing and empowering the next generation of financial planners with the skills and knowledge to help our clients achieve their financial objectives,” he continued.