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For Companies At a Glance
- Tasks: Help clients plan for life's big moments with tailored financial advice.
- 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.
- 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.
- Other info: Inclusive environment with strong support for personal and professional growth.
The predicted salary is between 28800 - 48000 ÂŁ 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\âs next.
Our success hinges on our people and that\âs our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose â 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\âre here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
Job Description
Looking for a career where you can make a real difference in peopleâs lives? Join Evelyn Partners and become a trusted adviser, helping clients plan for lifeâs big moments with confidence and clarity.
Your Role: Financial Planning Associate
As a graduate youâll 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. Youâll learn how to:
- Assess a clientâs full financial picture
- Build flexible, goal-oriented plans
- Recommend services and products that deliver longâterm value
- Collaborate with colleagues in Investment Management
Youâll gain handsâon 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 Youâll 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
Who Weâre 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 the 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
Learning & Development
Youâll be supported every step of the way by our dedicated learning & development team and training partners. Youâll join a cohort of graduates, with access to:
- A personal buddy
- Expertâled 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, youâll find an inclusive environment where everyone feels valued and supported. Need adjustments during the application process? Just let us know â weâre here to help.
Before You Apply â What You Need To Know
When you click âIâm interestedâ , youâll be taken to your profile page. While weâre updating the system, here are a few tips:
- One application per recruitment season. If youâre not successful, you can reapply next September.
- Experience section: No experience yet? Just enter âN/Aâ 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 mandatoryâit will be reviewed by the hiring manager.
- Message to Hiring Manager: This section is optional and wonât be formally assessed.
Weâre hosting open online sessions where you can learn more about our graduate programmes and recruitment process â register here.
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Graduate Programme, Financial Planning - Birmingham (Sept 2026) employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice đ¤Ť
We think this is how you could land Graduate Programme, Financial Planning - Birmingham (Sept 2026)
â¨Tip Number 1
Network like a pro! Reach out to current employees at Evelyn Partners on LinkedIn. Ask them about their experiences and any tips they might have for you. Itâs a great way to get insider info and show your genuine interest in the company.
â¨Tip Number 2
Prepare for interviews by practising common questions related to financial planning. Think about how you can demonstrate your passion for helping clients and your understanding of their needs. We want to see your personality shine through!
â¨Tip Number 3
Donât forget to showcase your skills during the interview! Bring examples of how you've worked in teams or solved problems in the past. This will help us see how you can contribute to our collaborative environment.
â¨Tip Number 4
Apply through our website for a smoother process! Make sure to tailor your application to highlight why youâre a perfect fit for the Financial Planning Associate role. We love seeing candidates who take the time to connect their experiences with our values.
We think you need these skills to ace Graduate Programme, Financial Planning - Birmingham (Sept 2026)
Some tips for your application đŤĄ
Be Yourself: When you're filling out your application, let your personality shine through! We want to see the real you, so donât be afraid to show your passion for financial planning 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 weâre looking for in a Financial Planning Associate. Itâs all about showing us why youâd be a great fit!
Keep It Clear and Concise: We appreciate clarity! Make sure your application is easy to read and straight to the point. Avoid jargon and keep your sentences short and sweet â itâll make a better impression.
Apply Through Our Website: Donât forget to apply through our website! Itâs the best way to ensure your application gets to us directly. Plus, youâll find all the info you need about the role and our company there.
How to prepare for a job interview at Evelyn Partners
â¨Know Your Financial Basics
Brush up on your financial knowledge before the interview. Understand key concepts in financial planning, investment management, and how they relate to client needs. This will not only show your enthusiasm for the role but also help you engage in meaningful conversations with the interviewers.
â¨Showcase Your People Skills
Evelyn Partners values strong relationships with clients. Be prepared to discuss examples from your past experiences where you've successfully communicated or collaborated with others. Highlighting your ability to build trust and rapport will set you apart as a candidate who can thrive in a client-facing role.
â¨Prepare Thoughtful Questions
Interviews are a two-way street! Prepare insightful questions about the company culture, team dynamics, and the specific responsibilities of the Financial Planning Associate role. This demonstrates your genuine interest in the position and helps you assess if it's the right fit for you.
â¨Practice Makes Perfect
Conduct mock interviews with friends or family to practice your responses. Focus on articulating your thoughts clearly and confidently. The more comfortable you are with your answers, the better you'll perform during the actual interview. Plus, itâs a great way to reduce any pre-interview nerves!