At a Glance
- Tasks: Join our Financial Planning team to create tailored financial plans for clients.
- Company: Evelyn Partners, a UK 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 excellent support and career progression opportunities.
- Why this job: Make a real difference by helping clients achieve their financial goals with confidence.
- Qualifications: 2:1 degree or above, strong A-levels, and a passion for finance.
The predicted salary is between 36000 - 60000 £ per year.
Graduate Programme, Financial Planning - Newcastle (Sept 2026)
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 we are a team of passionate professionals guided by our purpose — placing the power of good advice into more hands, 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
Who We’re Looking For
We welcome graduates from all disciplines who are:
- 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
- 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. Evelyn Partners provides an inclusive environment where everyone feels valued and supported. Need adjustments during the application process? Just let us know — we’re here to help.
We’re hosting open online sessions where you can learn more about our graduate programmes and recruitment process — register here.
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? 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 - Newcastle (Sept 2026) in North East employer: Evelyn Partners
Evelyn Partners is an excellent employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Liverpool. Employees benefit from competitive salaries, private medical insurance, and ample opportunities for professional growth within the Wealth Management sector, making it a rewarding place to build a career while contributing to meaningful financial solutions.
StudySmarter Expert Advice🤫
We think this is how you could land Graduate Programme, Financial Planning - Newcastle (Sept 2026) in North East
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Evelyn Partners. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Graduate Programme, Financial Planning - Newcastle (Sept 2026) in North East
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Evelyn Partners.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Evelyn Partners's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Evelyn Partners
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Evelyn Partners.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Evelyn Partners will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Evelyn Partners employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
