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- 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.
- 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.
- Other info: Inclusive environment with excellent support and career progression opportunities.
The predicted salary is between 36000 - 60000 ÂŁ 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) employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Graduate Programme, Financial Planning - Newcastle (Sept 2026)
✨Tip Number 1
Get to know the company inside out! Research Evelyn Partners, their values, and what they stand for. This will help you tailor your conversations during interviews and show that you're genuinely interested in being part of the team.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend those open online sessions. Building relationships can give you insider info and might even lead to a referral — which is always a bonus!
✨Tip Number 3
Practice makes perfect! Prepare for common interview questions related to financial planning and client management. Role-play with a friend or use mock interviews to boost your confidence before the big day.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a thank-you email to express your appreciation for the opportunity. It’s a nice touch that keeps you fresh in their minds and shows your enthusiasm for the role.
We think you need these skills to ace Graduate Programme, Financial Planning - Newcastle (Sept 2026)
Some tips for your application 🫡
Keep it Relevant: When you're filling out your application, make sure to tailor your CV and any messages to highlight your passion for financial planning. We want to see how your experiences align with our mission of helping clients make confident financial decisions.
Show Your Personality: Don’t be afraid to let your personality shine through in your application! We’re looking for passionate individuals who can connect with clients, so a bit of your unique flair can go a long way in making your application stand out.
Double-Check Your Details: Before hitting that submit button, give your application a thorough once-over. Typos or missing information can be a red flag for us, so take the time to ensure everything is spot on!
Apply Through Our Website: Make sure you apply through our website for the best chance of success! It’s the easiest way for us to keep track of your application and ensures you’re considered for the role you’re excited about.
How to prepare for a job interview at Evelyn Partners
✨Know Your Financial Stuff
Brush up on key financial concepts and current trends in wealth management. Being able to discuss these topics confidently will show your passion for the industry and your commitment to helping clients.
✨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 to demonstrate your interpersonal skills.
✨Prepare Questions for Them
Interviews are a two-way street! Think of insightful questions about their approach to financial planning or the team culture. This shows you're genuinely interested and helps you assess if it's the right fit for you.
✨Practice Makes Perfect
Conduct mock interviews with friends or family. Focus on articulating your thoughts clearly and confidently. The more you practice, the more comfortable you'll feel during the actual interview.