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- Tasks: Support clients in achieving financial goals through investment analysis and portfolio management.
- Company: Evelyn Partners, a leading UK wealth management firm focused on personalised advice.
- Benefits: Fully funded qualifications, competitive salary, private medical insurance, and generous holiday package.
- Other info: Inclusive environment with strong support for personal and professional growth.
- Why this job: Gain hands-on experience while making a real difference in clients' financial futures.
- Qualifications: 2:1 degree or above, 112 UCAS points, and a passion for finance.
The predicted salary is between 28800 - 48000 £ per year.
Company Description
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and our purpose is to place the power of good advice into more hands, helping clients understand what matters most and to make informed decisions for their futures.
Your Role
As an Investment Management Associate, you’ll work with private individuals, charities, and institutions to help them achieve their financial goals. You’ll learn how to:
- Assess global economic strategies
- Understand asset classes and investment styles
- Build bespoke, high-performing portfolios
- Evaluate risk and deliver client-focused solutions
You’ll gain hands-on experience while studying for the Investment Advice Diploma (IAD) and CISI’s Chartered Wealth Manager Qualification, supported by our expert Learning & Development team.
What You’ll Be Doing
Supporting portfolio reviews and investment analysis, attending investment meetings and briefings, drafting client communications and performance summaries, collaborating with Financial Planners, Tax Advisers, and Solicitors, managing client trades and liaising with operations team.
Who We’re Looking For
We welcome graduates from all disciplines who are:
- On track for or have achieved a 2:1 degree or above
- Have 112 UCAS points from top 3 A-levels (excluding General Studies)
- Hold GCSE Grade 5 (or B) in English Language and Maths
- Eager to complete the IAD and CISI qualifications
- Passionate about finance, people, and making a difference
Learning & Development
You’ll be supported every step of the way by our dedicated Learning & Development team and training partners. You’ll join a cohort of graduates, with access to:
- A personal buddy
- Expert-led training
- Real client scenarios
- A supportive network to help you thrive
Benefits
Fully funded professional qualifications, competitive salary, private medical insurance, life assurance & pension contribution, generous holiday package + option to buy more, cycle to work scheme & season ticket loan, shared parental leave & eye care support.
Our Commitment to Inclusion
We believe diverse perspectives drive better outcomes. At Evelyn Partners, you’ll find an inclusive environment where everyone feels valued and supported. Need adjustments during the application process? Just let us know — we’re here to help.
Before You Apply – What You Need To Know
One application per recruitment season. If you’re not successful, you can reapply next September.
Experience section: No experience yet? Enter ‘N/A’ in the job title box and select any start/end date.
Education section: Only your university name is required for now. If you have more than one degree, include your most recent.
Resume (CV): Uploading your CV is mandatory — it will be reviewed by the hiring manager.
Message to Hiring Manager: This section is optional and won’t be formally assessed.
We’re hosting open online sessions where you can learn more about our graduate programmes and recruitment process — register here.
Graduate Programme, Investment Management - Glasgow (Sept 2026) employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Graduate Programme, Investment Management - Glasgow (Sept 2026)
✨Tip Number 1
Network like a pro! Reach out to alumni or current employees at Evelyn Partners on LinkedIn. A friendly chat can give you insider info and maybe even a referral!
✨Tip Number 2
Prepare for interviews by practising common questions related to investment management. We recommend doing mock interviews with friends or using online resources to boost your confidence.
✨Tip Number 3
Show your passion for finance! During interviews, share your thoughts on recent market trends or investment strategies. It’ll show you’re engaged and ready to dive into the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, you’ll find all the latest updates on our graduate programmes there.
We think you need these skills to ace Graduate Programme, Investment Management - Glasgow (Sept 2026)
Some tips for your application 🫡
Be Yourself: When you're filling out your application, let your personality shine through! We want to get to know the real you, so don’t be afraid to show your passion for finance and helping others.
Tailor Your CV: Make sure your CV is tailored to the role. Highlight any relevant skills or experiences that align with what we’re looking for in an Investment Management Associate. Remember, we love seeing how you can contribute to our team!
Keep It Clear and Concise: While we appreciate detail, clarity is key! Make sure your application is easy to read and straight to the point. Use bullet points where necessary to make it visually appealing.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way to ensure your application gets to us directly. Plus, you’ll find all the info you need about the role and our company there.
How to prepare for a job interview at Evelyn Partners
✨Know Your Stuff
Make sure you brush up on the basics of investment management. Understand key concepts like asset classes, risk evaluation, and portfolio building. This will not only help you answer questions confidently but also show your genuine interest in the role.
✨Show Your Passion
Evelyn Partners is looking for candidates who are passionate about finance and making a difference. Be prepared to share why you’re excited about this field and how you can contribute to their mission of providing good advice to clients.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the company culture, the training process, or the types of clients you’ll be working with. This shows that you’re engaged and serious about the opportunity.
✨Practice Makes Perfect
Consider doing mock interviews with friends or family. Practising common interview questions can help you articulate your thoughts clearly and reduce any nerves you might have. Plus, it’s a great way to get feedback on your answers!