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For Companies At a Glance
- Tasks: Support Financial Planners in creating tailored financial plans for clients.
- Company: Join Evelyn Partners, a leader in wealth management and financial planning.
- Benefits: Fully funded qualifications, competitive salary, private medical insurance, and generous holiday package.
- Other info: Inclusive environment with strong support for diverse perspectives and career growth.
- Why this job: Make a real difference in people's lives while building your financial expertise.
- Qualifications: 2:1 degree or above, 112 UCAS points, and GCSE Grade 5 in English and Maths.
The predicted salary is between 36000 - 60000 £ per year.
Overview
Looking for a career where you can make a real difference in people\’s lives? Join Evelyn Partners and become a trusted adviser, helping clients plan for life\’s big moments with confidence and clarity.
Your Role
Financial Planning Associate. As a graduate, you\’ll join our expert Financial Planning team, working with individuals, families, and businesses to build tailored financial plans that support their goals and prepare for the unexpected. You\’ll learn how to:
- Assess a client\’s full financial picture
- Build flexible, goal-oriented plans
- Recommend services and products that deliver long-term value
- Collaborate with colleagues in Investment Management
You\’ll gain hands-on experience while studying for the Personal Finance Society Diploma (DipPFS), with the opportunity to progress to Chartered Financial Planner status through the Chartered Insurance Institute (CII).
What You\\\’ll Be Doing
- Supporting qualified Financial Planners with client work
- Preparing and reviewing financial plans
- Drafting client communications and valuation packs
- Attending client meetings and helping preserve and grow their wealth
- Collaborating with other advisers across the business
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
- Committed to completing DipPFS and progressing to Chartered status
- Passionate about helping people make confident financial decisions
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 that\’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We\\\’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
- 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.
Watch our video
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Graduate Programme, Financial Planning employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Graduate Programme, Financial Planning
✨Tip Number 1
Network like a pro! Reach out to alumni from your university or professionals in the financial planning field. A friendly chat can lead to valuable insights and even job leads.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to financial planning. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your passion for helping others! During interviews, share personal stories or experiences that highlight your commitment to making a difference in people's financial lives.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, you’ll find all the latest opportunities right there.
We think you need these skills to ace Graduate Programme, Financial Planning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Financial Planning role. Highlight any relevant coursework or projects that showcase your ability to assess financial situations and build plans.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for helping clients and your commitment to pursuing the DipPFS. Share a personal story or experience that illustrates why you’re excited about this opportunity.
Showcase Your Communication Skills: Since you'll be drafting client communications, it's essential to demonstrate your writing skills. Keep your application clear and concise, and make sure to proofread for any errors. We want to see your attention to detail!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the information you need about the role and our company culture there!
How to prepare for a job interview at Evelyn Partners
✨Know Your Financial Stuff
Brush up on your financial knowledge before the interview. Understand key concepts in financial planning, investment management, and the services offered by Evelyn Partners. This will show your passion for the role and help you engage in meaningful conversations.
✨Showcase Your People Skills
As a Financial Planning Associate, you'll be working closely with clients. Prepare examples of how you've successfully communicated or collaborated with others in the past. Highlight your ability to listen, empathise, and build trust—these are crucial skills in this field.
✨Prepare Questions That Matter
Interviews are a two-way street! Think of insightful questions to ask about the company culture, team dynamics, and growth opportunities. This not only shows your interest but also helps you determine if Evelyn Partners is the right fit for you.
✨Demonstrate Your Commitment to Learning
Evelyn Partners values continuous professional development. Be ready to discuss your plans for completing the DipPFS and progressing to Chartered status. Show enthusiasm for learning and how you plan to apply that knowledge to help clients achieve their financial goals.