Experience the Brooks Macdonald difference
We help all our people to meet their full potential through innovative, effective and engaging experiences. We know there’s no better way to learn and develop than through hands-on experience and everyday challenges, blended with formal learning, and we encourage everyone to take ownership of their personal and professional development.
Investing in our people
Nurturing our employees to reach their full potential is central to our success as a business, and a clear focus of our people strategy. We offer our employees support with their ongoing development through various initiatives including but not limited to:
- Professional qualifications to ensure individuals have the technical capability and competence to carry out their role
- Training and development programmes delivered both face-to-face and virtually with a focus on management and leadership capability, professional skills, and driving client excellence
- Opportunity to participate in coaching and mentoring
- Diversity, equity and inclusion training to ensure we continue to maintain an inclusive culture for everyone
Working at Brooks Macdonald
Our values (we call them our ‘guiding principles’) serve as our foundation of trust and guide everything we do.
More than paper-based ideologies
These are the basic beliefs that everyone in our business is expected to hold. They provide the principles that shape our actions and are essential to fulfilling our mission to build robust personal relationships that allow us to provide a high level of service to all of our partners and clients. We are dedicated to the highest professional standards and believe in acting with honesty, fairness and clarity in everything we do.
To make these principles more than just paper-based ideologies, our performance-management approach is centred around transparently linking employee goals to these beliefs and rewarding performance against them.
Cultural framework
Our cultural framework is built around a strong commitment to responsible business practices, underpinned by our guiding principles.
To ensure alignment with our values, our culture is embedded through leadership, performance management, and recruitment. We foster an inclusive, high-performance environment through our ‘Inclusive by Design’ strategy, leadership development programmes, and continuous employee engagement. This culture supports our strategic goals, drives sustainable growth, and ensures we attract, retain, and develop diverse talent committed to making a positive impact.
ʻInclusive by Designʼ
Inclusion is not an initiative; it is embedded in everything we do. Our ʻInclusive by Designʼ philosophy challenges us to think differently, act intentionally and build a culture in which every voice matters. By embracing cognitively diverse perspectives and creating a safe environment, we empower our people to bring their whole selves to work and do their best work. When our people thrive, everyone wins – our clients, shareholders and company.
- We are worthy of our clients', partners' and one another's trust
- We act with integrity, honesty and fairness and we value diversity
- We take responsibility for our actions and decisions
- We deal with issues and tackle hard decisions head on
- We collaborate and work as one team to bring the best of Brooks Macdonald to all we do
- We actively seek opportunities to learn from others and share our expertise
- We actively listen and communicate with clarity
- We look externally, challenge ourselves and are open to new ways of doing things
- Our clients, advisers and partners are at the heart of everything we do
- We support our people to be the best they can be
- We treat our clients, advisers, partners and each other with respect
- We ask for help and we offer support to one another
- We focus on delivering value for clients, advisers, partners and shareholders
- We are ambitious and constantly strive to be the best at what we do
- We innovate, learn from our actions and actively gather feedback to improve
- We develop our skills and nurture our relationships to ensure we remain relevant
Career opportunities at Brooks Macdonald
Our Brooks Financial Academy offers the opportunity for progression to become Financial Planners.
Historically two new people have joined each year, and three internal people move on from the programme to full time roles.
It is a five-year programme where participants complete the Level 4 Diploma in Regulated Finance and the Level 6 Advanced Diploma in Financial Planning. After five years' the Academy employee will be able to apply for Chartered Financial Planning status. We currently have 16 people in the Academy.
This year, we will be enhancing all entry level roles to be part of a broader Brooks Academy, with training to maximise performance and potential, and sponsorship of qualifications to further develop their careers. These opportunities will be advertised on our website and LinkedIn.
We will also offer CV workshops on how to make your CV stand out.
Scan the QR code and please email your name, what you're interested in and a copy of your CV. We will add your details to our contact list, so you can be aware of opportunities.
Brooks Macdonald is a leading UK investment management firm. Founded in 1991, the firm has grown to become one of the UK's foremost wealth managers, entrusted with £20.1 billion in client assets. With 35 years of experience, Brooks Macdonald and Brooks Financial, our financial planning group, support individuals and financial advisers through a comprehensive range of innovative, specialist investment solutions, tailored financial advice, and strong investment performance. At Brooks Macdonald, we want to support young people across the UK in deciding on their future career and offer a few opportunities to start their careers.
Insight events provide opportunities for school/college and university students to gain a better understanding of Brooks Macdonald and the wider industry through. These events are based within a Brooks Macdonald office and provide attendees with a high-level overview of the company, and teams and functions within the organisation. Attendees meet a broad range of people across the business and have the opportunity to ask questions in an informal setting. Insight events can run from a few hours to a few days. These events will be promoted internally, through charities and educational institutes, as well as directly to individuals who have registered their interest with us.