Welcome to Financial Planning
Discover a welcoming and highly collaborative culture, as we push boundaries, share our successes, and find innovative solutions for our clients, together.
What you can expect
At Evelyn Partners, you’ll work with experienced practitioners from day one, working with and learning from professionals at the top of their game – and building connections for life.
Our Financial Planning programme will lay the foundation for your career, equipping you with the skills, knowledge and acumen you need to become a world-class Financial Planner. You will learn to build lasting relationships and authentic connections with clients, to enable you to earn their trust with a goal to partnering them to achieve their financial aspirations.
The day-to-day
Your success matters to us. If you join Evelyn Partners, you’ll get the support you need to become an experienced professional in this dynamic sector, from a firm with an unparalleled reputation.
With expert guidance, you’ll learn how to develop meaningful relationships, assess a client’s complete financial position, and build holistic plans to evolve with their lifestyle – recommending services and products that will deliver for their needs, goals and aspirations. You’ll also collaborate closely with your colleagues in Investment Management, building a knowledge of portfolio construction, and how these portfolios can be used to leverage success.
Graduates:
Personal Finance Society Diploma (DipPFS) and Chartered Insurance Institutes Diploma in Regulated Financial Planning and Advanced Diploma in financial Planning, with a view to becoming a Chartered Financial Planner.
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 jump-start your career in Financial Planning.
Our training will ensure that you develop a broad range of skills, while 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.
Locations
Our previous intakes have given us an excellent geographical spread of colleagues you will be able to connect with. For 2025 we will be focusing on: Birmingham, Bracknell, Bristol, Edinburgh, Guildford, Leeds, London, Newcastle
To find out what locations we currently have live opportunities for in early careers, you can discover our roles here:
