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For Companies At a Glance
- Tasks: Support portfolio reviews, investment analysis, and client communications.
- Company: Join Evelyn Partners, a leader in wealth management with a supportive culture.
- Benefits: Fully funded qualifications, competitive salary, private medical insurance, and generous holiday package.
- Why this job: Make a real impact in finance while gaining hands-on experience and professional qualifications.
- Qualifications: 2:1 degree or above, 112 UCAS points, and passion for finance.
- Other info: Inclusive environment with excellent learning and development opportunities.
The predicted salary is between 28800 - 48000 £ 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\’s next.
Our success hinges on our people and that\’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – 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\’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
Job Description
Ready to Shape the Future of Finance?
Join Evelyn Partners and start your career in investment management with purpose, confidence, and impact.
Your Role: Investment Management Associate
As an Investment Management Associate, you\’ll work with private individuals, charities, and institutions to help them achieve their financial goals. You\’ll learn how to:
- Assess global economic strategies
- Understand asset classes and investment styles
- Build bespoke, high-performing portfolios
- Evaluate risk and deliver client-focused solutions
You\’ll gain hands-on experience while studying for the
Investment Advice Diploma (IAD)
and
CISI\’s Chartered Wealth Manager Qualification
, supported by our expert Learning & Development team.
What You\’ll Be Doing
- Supporting portfolio reviews and investment analysis
- Attending investment meetings and briefings
- Drafting client communications and performance summaries
- Collaborating with Financial Planners, Tax Advisers, and Solicitors
- Managing client trades and liaising with operations team
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 112 UCAS points from top 3 A-levels (excluding General Studies)
- Hold GCSE Grade 5 (or B) in English Language and Maths
- Eager to complete the IAD and CISI qualifications
- Passionate about finance, people, and making a difference
Learning & Development
You\’ll be supported every step of the way 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. 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.
Watch our video
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.
Graduate Programme, Investment Management - Belfast (Sept 2026) employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Graduate Programme, Investment Management - Belfast (Sept 2026)
✨Tip Number 1
Network like a pro! Reach out to alumni from your university or professionals in the investment management field. A friendly chat can lead to valuable insights and even job referrals.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to investment management. We recommend doing mock interviews with friends or mentors to boost your confidence.
✨Tip Number 3
Show your passion for finance! During interviews, share your thoughts on current market trends or investment strategies. This will demonstrate your enthusiasm and knowledge about the industry.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, you’ll find all the latest updates and resources to help you along the way.
We think you need these skills to ace Graduate Programme, Investment Management - Belfast (Sept 2026)
Some tips for your application 🫡
Keep It Relevant: When filling out your application, make sure to tailor your CV and any messages to highlight your passion for finance and investment management. We want to see how your experiences align with our values and the role!
Be Clear and Concise: In your written application, clarity is key! Use straightforward language and avoid jargon. We appreciate a well-structured application that gets straight to the point, showcasing your skills and enthusiasm.
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 touch of authenticity can go a long way in making your application stand out.
Apply Through Our Website: Make sure to apply directly through our website for the best chance of success! This ensures your application reaches us quickly and efficiently, and you’ll find all the necessary details there to guide you through the process.
How to prepare for a job interview at Evelyn Partners
✨Know Your Stuff
Make sure you brush up on investment management basics. Understand asset classes, global economic strategies, and the importance of client-focused solutions. This knowledge will not only impress your interviewers but also show that you're genuinely interested in the role.
✨Show Your Passion
Evelyn Partners is looking for candidates who are passionate about finance and helping people. Be ready to share why you’re excited about this field and how you can make a difference. Personal stories or experiences related to finance can really help convey your enthusiasm.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the company culture, the team you'll be working with, and the training opportunities available. This shows that you’re engaged and serious about finding the right fit for both you and the company.
✨Practice Makes Perfect
Conduct mock interviews with friends or family to get comfortable with common interview questions. Focus on articulating your thoughts clearly and confidently. The more you practice, the more natural it will feel when it’s time for the real thing!