Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join us as a Trainee in Financial Planning, assisting with client work and developing bespoke financial plans.
- Company: Evelyn Partners has been a leader in UK wealth management for over 180 years, dedicated to client success.
- Benefits: Enjoy fully funded training, competitive salary, private medical insurance, generous holidays, and more perks.
- Why this job: Gain hands-on experience in a respected profession while making a real impact on clients' financial futures.
- Qualifications: A minimum 2:1 degree and 112 UCAS points required; commitment to professional qualifications is essential.
- Other info: We value diversity and provide an inclusive environment with support throughout the application process.
The predicted salary is between 28800 - 48000 £ per year.
For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve better outcomes. We believe that expert guidance should be accessible to all, and we're dedicated to making that a reality.
Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service.
Introduction to the Financial Planning team at Evelyn Partners
Our Financial Planning service aims to understand the needs of our clients so we can create bespoke financial plans and portfolios tailored to each individual client’s personal needs. Our goal is to support them, by building a plan with them, to ensure all life’s stages, opportunities and challenges are covered whilst also preserving and growing their wealth.
Our Financial Planning teams work with private individuals, trusts and businesses to help achieve their financial aspirations whilst also planning for unforeseen events.
What will you be doing?
As a Trainee, Financial Planning, you will be learning a well-respected profession at a firm with an unparalleled reputation. We will teach you how to build relationships, assess a client’s complete financial position, build flexible plans to evolve with them whilst also supporting these plans with appropriate recommendations of services and products that will deliver their needs, goals and aspirations.
Your responsibilities will include:
- Assisting qualified financial planners and their support teams with new and existing client work.
- Supporting the preparation of new financial plans and monitoring and adapting existing plans, including research and analysis.
- Drafting client correspondence and speaking to clients in the course of preserving and growing their wealth.
- Communicating with other Advisers on client matters e.g. Investment Managers, Tax Advisers and Solicitors.
To be successful in this role, you should:
- Be committed to completing the Personal Finance Society Diploma (DipPFS) and CII Chartered Financial Planner.
- Have obtained or be predicted a minimum 2:1 degree, in any discipline.
- A Level: Minimum 112 UCAS points in top three A Levels (or equivalent), excluding General Studies.
- GCSE: Minimum Grade 5 (or equivalent), in English Language and Maths respectively.
Learning & Development
You’ll be supported in completing your professional qualification via our partnerships with market leading training providers; allowing you to gain the expert knowledge needed to jumpstart your career in Financial Planning.
As a colleague here at Evelyn Partners you will have access to benefits that include:
- Fully funded training towards professional qualifications.
- Competitive salary.
- Private medical insurance.
- Life assurance.
- Pension contribution.
- Generous holiday package.
- Option to purchase additional holiday.
- Cycle to work scheme.
- Season ticket loan.
- Shared parental leave.
- Eye care support.
We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners, you’ll find an inclusive environment where everyone feels valued and supported.
We are committed to providing reasonable adjustments throughout the application process. Please don’t hesitate to discuss your needs with your recruiter.
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
Familiarise yourself with the financial planning industry and current trends. This will not only help you in interviews but also show your genuine interest in the field, which is crucial for a role at Evelyn Partners.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend relevant events or webinars to connect with people who can provide insights into the role and potentially refer you to opportunities at Evelyn Partners.
✨Tip Number 3
Prepare to discuss how you would approach building client relationships. Think about examples from your past experiences where you've successfully engaged with others, as this is a key aspect of the role.
✨Tip Number 4
Research Evelyn Partners thoroughly. Understand their values, services, and what sets them apart in the wealth management industry. This knowledge will help you tailor your conversations and demonstrate your enthusiasm for joining their team.
We think you need these skills to ace Graduate Programme, Financial Planning
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and expectations of the Graduate Programme in Financial Planning. Familiarise yourself with the skills required and how your background aligns with them.
Tailor Your CV: Craft your CV to highlight relevant experiences and skills that match the job description. Emphasise any experience in financial planning, client communication, or teamwork, as these are crucial for the role.
Write a Compelling Cover Letter: Your cover letter should express your enthusiasm for the role and the company. Discuss why you want to work in financial planning and how you can contribute to Evelyn Partners' mission of delivering exceptional service.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail.
How to prepare for a job interview at Evelyn Partners
✨Research Evelyn Partners
Before your interview, take some time to learn about Evelyn Partners' history, values, and services. Understanding their commitment to wealth management and professional services will help you align your answers with their mission and demonstrate your genuine interest in the company.
✨Showcase Your Analytical Skills
As a Financial Planning trainee, you'll need strong analytical skills. Be prepared to discuss any relevant coursework or experiences that highlight your ability to assess financial situations and create tailored plans. Use specific examples to illustrate your problem-solving capabilities.
✨Prepare Questions for Your Interviewers
Having thoughtful questions ready shows your enthusiasm for the role and helps you gauge if the company is the right fit for you. Consider asking about the training process for the Personal Finance Society Diploma or how the team collaborates on client projects.
✨Demonstrate Your Commitment to Learning
Evelyn Partners values ongoing professional development. Be sure to express your eagerness to complete the Personal Finance Society Diploma and become a Chartered Financial Planner. Share any past experiences where you've pursued learning opportunities or faced challenges head-on.