1. Please give an overview of your role and what this involves on a day-to-day basis:

Training to be an IFA, so get to attend client meetings complete recommendation reports.

8/10

2. Have you learnt any new skills or developed existing skills?

Learnt how to handle client meetings, talk about finances with high networth clients, improved my email language, create insurance quotes, understand tax planning.

10/10

3. To what extent do you enjoy your programme?

It's a great company and a helpful structured programme.

8/10

4. How well organised/structured is your programme?

7/10

5. How much support do you receive from your employer?

Support varies.

5/10

6. How much support do you receive from your training provider when working towards your qualifications?

[This section of the comment has been removed by a member of the RateMyApprenticeship Team because it did not meet our site terms and conditions] have been great! Really helpful and always providing support no matter what time of day.

9/10

7. How well do you feel that your qualification (through your training provider) helps you to perform better in your role?

My qualification is great, just not related to my role. Unfortunately I am on the investment advice diploma and not massively relevant to financial planning. Once I finish this course they wnat me to start the CISI qualification.

3/10

8. Are there extra-curricular activities to get involved in at your work? (For example, any social activities, sports teams, or even professional networking events.)

Yes, beign part of the I2020 scheme, helps with networking events.

7/10

9a. Would you recommend Brooks Macdonald to a friend?

Yes

9b. Why?

BM as a company has a great community feel, they really care and look after their staff. They provide social opportunities and growth.

10. What tips or advice would you give to others applying to Brooks Macdonald?

I think that you need to be yourself, BM really focuses on the guiding principles and so the application process was focused on that, learn about those. I also took my time in the final interview to think about my response to the questions, which the recruiter loved.

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