Careers at Evelyn Partners
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.
About us
We are the UK’s leading integrated professional and financial services group, collectively looking after £53 billion of assets for our clients – which we’ve been doing for over 186 years.
£53bn
of assets under management, as at Dec 2022
3,000+
people
26
towns and cities across the UK, Ireland and the Channel Islands
172,000
clients supported
Working here
Our people are our priority and we’re here to help you do the best work of your career. Whether it’s investing in your training and qualifications, finding the flexibility that best suits you or exploring development opportunities outside of your regular role, we just know that you will love working with us.
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Investing in you
We sponsor all essential training programmes for early career roles and fund all training towards professional qualifications to support you in realising your full potential at every stage of your career.
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Leadership & development
All colleagues have access to our online learning platform, Develop, and the opportunity to participate in our Life Leader Programme and Institute of Leadership & Management Programme as they progress in their career.
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Volunteering
Access to two days of paid leave to volunteer at a charity of your choice, in addition to other individual and team volunteering opportunities, and pro-bono work through our corporate charity partner, Impetus.
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Home working
Our Smart Working policy provides a framework which gives you the flexibility to work from home for a proportion of the working week, depending on your role.
Our values
As a business, we have lived these values since we were founded in 1836:
Personal
'we treat you as an individual'
We are a people business at heart, and strive to deliver a friendly, inclusive and personalised service to all our clients, large and small.
Partnership
'we go further together'
We develop relationships that stand the test of time, spanning multiple generations. We partner across the full breadth of our expertise to create value for our clients, our company and society at large.
Performance
'we strive for more'
We are ambitious for our clients and for ourselves, so we aim to be a forward-thinking and innovative business that leads the way in the industry.
Rewards & benefits
We offer colleagues a number of rewards and benefits so they can lead their best lives in and outside of work.
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Holidays
Competitive annual leave allowance and access to additional holidays.
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Benefits
Income protection, life assurance, a generous pension scheme and much more.
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Wellbeing
Private medical insurance, discounts at over 3,000 gyms, studios, fitness centres and sports clubs across the UK, plus access to our Employee Assistance Programme and Cycle to Work scheme.
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Family
In addition to offering paid maternity leave, we also offer paternity, adoption and shared parental leave schemes.
The application process is really easy to navigate — HR were great at communicating with me every step of the way, shared feedback on my performance and kept me in the loop about my progress. It was a really positive experience where I was given the space to showcase my abilities and let my interviewers get to know me.
Inclusion & Diversity
We aim to ensure that all colleagues are respected and valued as individuals, and that everyone can be their true selves at work, having equal opportunities to contribute to the business and to succeed. We're committed to improving the diversity within our organisation, including but not limited to thoughts and opinions, age, gender & gender identity, sexual orientation, race, ethnicity & religion or belief, physical & cognitive ability and social background.
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We are a member of Inclusive Employers (Bronze Standard), the UK's leading organisation for employers committed to creating inclusive workplaces.
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We are a signatory of the Women in Finance Charter pledge for gender balance in financial services.
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We participate in programmes which support the under-represented and under-privileged groups including The Girls’ Network and She Can Be.
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We've formed our Group Inclusion & Diversity (I&D) Committee to support the implementation of our I&D strategy. Our colleague networks include the Proud Network, Able Network, The Women’s Network, and the Race, Religion & Ethnicity Network.
Experienced hires
Take the next step. Make an impact. Explore our opportunities.
Early careers
From work experience to graduate roles, we offer a number of entry routes to an exciting career.
I joined the firm as an apprentice back in 2000 to begin my accountancy career. A lot has changed during those last 20+ years within the world, with the firm and in my personal life! Why would I recommend choosing Evelyn Partners to start your career? I can honestly say that the firm as it is today is truly an exciting place to work. I love our approach to inclusivity and the supportive environment to be your true self. You spend a large proportion of your adult life working and so it’s important to me that I work with awesome people, inspiring entrepreneurial clients and am offered innovative development opportunities to help me to continue to grow as my career progresses.