Graduate Programme, Financial Planning

Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.

As a high growth organisation, we offer personal growth opportunities in an environment that empowers you to drive change. Our collaborative, open door culture supports you to perform at your best, with high levels of autonomy and a strong partnership mindset across the organisation.

Read more about us, our values and available career opportunities here:
Wealth, accountancy and business advisory services | Evelyn Partners

Careers | Evelyn Partners

**Introduction**

It takes a proven skillset and knowledge base to earn the trust of a client. Our Financial Planning service aims to understand the needs of our clients so we can create bespoke financial plans and portfolios tailored to each individual client’s personal needs. Our goal is to support them, by building a plan with them, to ensure all life’s stages, opportunities and challenges are covered whilst also preserving and growing their wealth.

Our Financial Planning teams work with private individuals, trusts and businesses to help achieve their financial aspirations whilst also planning for unforeseen events. We do this by understanding their wider personal situation, their financial assets, their requirements and objectives, attitude to risk and time-horizons to create and manage and nurture the most suitable financial plan.

**What will you be doing?**

As a Trainee, Financial Planning, you will be learning a well-respected profession at a firm with an unparalleled reputation. We will teach you how to build relationships, assess a client’s complete financial position, build flexible plans to evolve with them whilst also supporting these plans with appropriate recommendations of services and products that will deliver their needs, goals and aspirations. Partnering with your colleagues in Investment Management, you will build a knowledge of portfolio construction and how these portfolios are used a vehicle for delivery of financial goals.

We believe that hands-on experience is key to creating well-rounded trusted advisers and as such you will work on front office financial planning tasks alongside studying for the Personal Finance Society Diploma, before moving froward to becoming a Chartered Financial Planner through the Chartered Insurance Institute.

**Your responsibilities will include**:

- Assisting qualified financial planners and their support teams with new and existing client work.
- Supporting the preparation of new financial plans and monitoring and adapting existing plans, including research and analysis.
- Drafting client correspondence and speaking to clients in the course of preserving and growing their wealth: Including preparing valuation and review packs for regular meetings.
- Communicating with other Advisers on client matters e.g. Investment Managers, Tax Advisers and Solicitors

**To be successful in this role, you should**:

- Be committed to completing the Personal Finance Society Diploma (DipPFS) and CII Chartered Financial Planner.
- Have obtained or be predicted a minimum 2:1 degree, in any discipline
- A Level: Minimum 112 UCAS points in top three A Levels (or equivalent), excluding General Studies
- GCSE: Minimum Grade 5 (or equivalent), in English Language and Maths respectively

**Learning & Development**

**As a colleague here at Evelyn Partners you will have access to benefits that include**:

- Competitive salary
- Private medical insurance
- Online GP service
- Life assurance
- Pension contribution
- Employee assistance program
- Employee discount scheme
- Two volunteer days per year
- Charity contribution match
- Holiday package
- Option to purchase additional holiday

We value all the benefits that a diverse team brings. When you join Evelyn Partners, you’ll have access to a wide range of active employee resource groups and multiple diversity, equity and inclusion initiatives. As a colleague, we want to work with _you_, regardless of your identity, background, or circumstance, to achieve your full potential in a supportive and inclusive environment.

**Video**

**IMPORTANT NOTES FOR COMPLETING YOUR APPLICATION**

When you click on the ‘I’m interested’ button you’ll be taken to your profile page. We’re in the process of updating it but in the meantime:

- Under the ‘Experience’ section, if you do not have any experience please enter ‘N/A’ into the ‘Title’ text box an