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For Companies At a Glance
- Tasks: Join our Financial Planning team to help clients achieve their financial goals.
- Company: Evelyn Partners, a trusted adviser in financial planning.
- Benefits: Fully funded qualifications, competitive salary, and generous holiday package.
- Why this job: Make a real difference in people's lives while building your career.
- Qualifications: 2:1 degree or above, passionate about finance and helping others.
- Other info: Inclusive environment with opportunities for professional growth.
The predicted salary is between 28800 - 48000 £ 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, and 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).
Responsibilities
- 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
Qualifications
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
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
Inclusion
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 that highlight your commitment to making a difference in people's lives through financial planning.
✨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 help clients make confident financial decisions.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial planning and how you can contribute to our team. Be genuine and let your personality come through.
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 there are no typos or grammatical errors.
Apply Through Our Website: We encourage you to apply directly through our website for the best experience. This way, you can ensure your application reaches us quickly and securely, and you’ll have access to all the information you need about the role.
How to prepare for a job interview at Evelyn Partners
✨Know Your Financial Stuff
Brush up on your financial knowledge before the interview. Understand basic concepts like asset allocation, risk management, and investment strategies. This will not only show your enthusiasm for the role but also help you engage in meaningful conversations with the interviewers.
✨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 key traits for a trusted adviser.
✨Prepare Questions That Matter
Interviews are a two-way street! Think of insightful questions to ask about the company culture, team dynamics, and the specific challenges faced by the Financial Planning team. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
✨Practice Makes Perfect
Conduct mock interviews with friends or family to get comfortable with common interview questions. Focus on articulating your thoughts clearly and confidently. The more you practice, the more natural it will feel when you're in the hot seat!