For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve better outcomes. We believe that expert guidance should be accessible to all, and we’re dedicated to making that a reality.

Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.

Read more about us, our values and available career opportunities here:

Wealth, accountancy and business advisory services | Evelyn Partners

Careers | Evelyn Partners

Introduction to the Financial Planning team at Evelyn Partners

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 forward 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

You’ll be supported in completing your professional qualification via our partnerships with market leading training providers; allowing you to gain the expert knowledge needed to jumpstart your career in Financial Planning. The training will ensure that you develop a broad range of skills whilst learning how to apply your new knowledge to real client scenarios. And you won’t do it alone - you’ll be joining as part of a cohort with your own personal support network, including a buddy to offer first-hand experience. You’ll receive guidance and support each step of the way by our dedicated Learning & Development team and training contact for your department to make sure you have everything you need to realise your potential from day one.  

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

• Fully funded training towards professional qualifications
• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Generous holiday package
• Option to purchase additional holiday
• Cycle to work scheme
• Season ticket loan
• Shared parental leave
• Eye care support

We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners, you'll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives. We’re dedicated to creating a workplace where you can thrive and reach your full potential.

We are committed to providing reasonable adjustments throughout the application process. Please don’t hesitate to discuss your needs with your recruiter.

Video

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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:

• We can only accept one application to any of our programmes in a recruitment season. If you are unsuccessful, you will need to wait until the next September when we re-open applications for the following year.
• Under the ‘Experience’ section, if you do not have any experience please enter ‘N/A’ into the ‘Title’ text box and choose a random end and start date
• Under the ‘Education’ section you do NOT need to include all your education details as we’ll ask for this separately once you’ve completed your profile. All you need to do is fill in the ‘Institution’ (aka University) question which is mandatory. If you have more than one degree please include your latest one.
• Under the ‘Resume’ (aka CV) section, it is mandatory for you to upload a document as this will be reviewed by the hiring manager.
• The ‘Message to Hiring Manager’ text box is NOT mandatory and will not be formally reviewed.