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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 advancing your career.
- Qualifications: 2:1 degree or above and passion for helping others with financial decisions.
- Other info: Inclusive environment with strong support for your professional growth.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Overview
Join Evelyn Partners and become a trusted adviser, helping clients plan for life’s big moments with confidence and clarity. 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.
Looking for a career where you can make a real difference in people’s lives? This role offers hands-on experience while studying for professional qualifications and clear progression to Chartered status.
Your Role: Financial Planning Associate
As a Graduate, 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
Who We’re Looking For
- Graduate from any discipline
- On track for or have achieved a 2:1 degree or above
- Have 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
Learning & Development
You’ll be supported 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, and 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
When you click “I’m interested”, you’ll be taken to your profile page. While we’re updating the system, here are a few tips:
- One application per recruitment season. If you’re not successful, you can reapply next September.
- Experience section: No experience yet? Just 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.
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Graduate Programme, Financial Planning - Leeds (Sept 2026) employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Graduate Programme, Financial Planning - Leeds (Sept 2026)
✨Tip Number 1
Get to know the company! Research Evelyn Partners and understand their values, mission, and the specifics of the Graduate Programme. This will help you tailor your conversations and show genuine interest during interviews.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend any open online sessions they host. Building relationships can give us insights into the company culture and potentially lead to referrals.
✨Tip Number 3
Prepare for those interviews! Practice common questions related to financial planning and think about how your skills align with the role. We want to see your passion for helping clients make confident financial decisions.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our team at Evelyn Partners.
We think you need these skills to ace Graduate Programme, Financial Planning - Leeds (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 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 we’re looking for in a Financial Planning Associate. Remember, this is your chance to stand out!
Follow Instructions: Pay close attention to the application instructions. If it says to upload your CV, make sure you do it! We want to see that you can follow directions and are serious about joining our team.
Ask Questions: If you have any questions about the application process or the role itself, don’t hesitate to reach out! We’re here to help, and we want to make sure you feel confident as you apply through our website.
How to prepare for a job interview at Evelyn Partners
✨Know Your Financial Stuff
Brush up on key financial concepts and terms relevant to the role. Understanding how to assess a client’s financial picture and build tailored plans will show your passion for the industry and your readiness to contribute.
✨Showcase Your People Skills
As a Financial Planning Associate, you'll be working closely with clients and colleagues. Prepare examples of how you've successfully collaborated or communicated in past experiences, whether in group projects or customer service roles.
✨Demonstrate Your Commitment to Learning
Evelyn Partners values ongoing education, so express your enthusiasm for completing the DipPFS and progressing to Chartered status. Share any relevant courses or self-study you've undertaken to highlight your dedication to professional growth.
✨Ask Thoughtful Questions
Prepare insightful questions about the company culture, the Financial Planning Team, and the support provided for professional qualifications. This shows your genuine interest in the role and helps you determine if it's the right fit for you.