At a Glance
- Tasks: Support clients in achieving financial goals through investment management and analysis.
- Company: Evelyn Partners, a leader in wealth management with a focus on personalised advice.
- Benefits: Fully funded qualifications, competitive salary, private medical insurance, and generous holiday package.
- Other info: Inclusive environment with a strong commitment to diversity and personal development.
- Why this job: Kickstart your finance career with hands-on experience and expert support.
- Qualifications: 2:1 degree or above, 112 UCAS points, and GCSE Grade 5 in English and Maths.
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.
Graduate Programme, Investment Management - London (Sept 2026) employer: Evelyn Partners
Evelyn Partners is an exceptional employer, offering a dynamic and inclusive work culture in the heart of London. With a strong commitment to employee development, you will benefit from fully funded professional qualifications and hands-on experience in investment management, all while being part of a supportive network that values diverse perspectives. Join us to not only shape your career but also make a meaningful impact in the world of finance.
StudySmarter Expert Advice🤫
We think this is how you could land Graduate Programme, Investment Management - London (Sept 2026)
✨Tip Number 1
Network like a pro! Reach out to alumni or professionals in investment management. A friendly chat can open doors and give you insights that could set you apart.
✨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 recent financial news. It’ll demonstrate your enthusiasm and knowledge in the field.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Graduate Programme, Investment Management - London (Sept 2026)
Some tips for your application 🫡
Be Yourself:When you're filling out your application, let your personality shine through! We want to see the real you, so don’t be afraid to show your passion for finance 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 an Investment Management Associate. It’s all about showing us why you’re a great fit!
Keep It Clear and Concise:We appreciate clarity! Make sure your application is easy to read and straight to the point. Use bullet points where possible and avoid jargon – we want to understand your journey without any confusion.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way to ensure your application gets to us directly. Plus, it’s super easy to navigate, so you can focus on making your application shine.
How to prepare for a job interview at Evelyn Partners
✨Know Your Stuff
Before the interview, dive deep into Evelyn Partners' values and services. Understand their approach to investment management and be ready to discuss how you can contribute to their mission of providing personalised financial advice.
✨Show Your Passion for Finance
During the interview, express your enthusiasm for finance and investment management. Share any relevant experiences or projects that highlight your interest in the field, and don’t hesitate to mention why you want to work specifically with Evelyn Partners.
✨Prepare Thoughtful Questions
Have a list of insightful questions ready to ask your interviewers. This shows your genuine interest in the role and the company. You might ask about their approach to client relationships or how they support graduate development within the firm.
✨Practice Makes Perfect
Conduct mock interviews with friends or mentors to build confidence. Focus on articulating your thoughts clearly and concisely, especially when discussing your academic achievements and how they relate to the role of an Investment Management Associate.
