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USA Evelyn Partners launches programme to train the next generation of financial planners
Evelyn Partners, the leading integrated wealth management and professional services group, has announced the launch of a Financial Planning graduate programme.
Evelyn Partners launches programme to train the next generation of financial planners
Evelyn Partners, the leading integrated wealth management and professional services group, has announced the launch of a Financial Planning graduate programme.
The new scheme, which will welcome its first cohort in September 2024, will teach recruits how to build relationships with clients, assess their complete financial position, build flexible plans and provide appropriate recommendations of services and products. Evelyn Partners’ new Financial Planning initiative – which is initially being offered in London, Glasgow and the North West – builds on the existing Investment Management and Professional Services graduate programmes.
Graduates will receive guidance and support each step of the way from Evelyn Partners’ Learning & Development team and training contact for their department to make sure they have everything needed to realise their potential from day one. They will also be supported in completing their professional qualification via partnerships with market leading training providers, allowing them to gain the expert knowledge needed to jumpstart their career in financial planning.
Emma Sterland, Head of Financial Planning at Evelyn Partners commented:
“The launch of our Financial Planning graduate programme forms part of our ongoing commitment to invest in our people and provide the best possible teams to work with our growing client base. While we have been continuing with our strategy to bring experienced hires to Evelyn Partners, we are equally passionate about supporting the next generation of financial planners to start their careers in the profession.
“We believe that hands-on experience is key to creating well-rounded trusted advisers and, as such, graduates 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. The training will ensure that graduates will develop a broad range of skills whilst learning how to apply their new knowledge to real client scenarios. Graduates will join as part of a cohort with their own personal support network, including a buddy to offer first-hand experience, so they won’t be on their own.”
For more details about the programme and to apply, please see: https://www.evelyn.com/careers/early-careers/university-students-graduates/
About Evelyn Partners
Evelyn Partners is the UK’s leading integrated wealth management and professional services group, created following the merger of Tilney and Smith & Williamson in 2020. With £59.1 billion of assets under management (as at 31 December 2023), we are one of the largest UK wealth managers ranked by client assets and the seventh largest accountancy firm by ranked by Group fee income (source: Accountancy Age 50+50 rankings, 2023).
We have a network of offices in 30 towns and cities across the UK, the Republic of Ireland and the Channel Islands. Through our operating companies, we offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.
Our purpose is to ‘place the power of good advice into more hands’, and we are uniquely well-placed to support clients with both their personal financial affairs and their business interests. Our personal wealth management services include financial planning, investment management, personal tax advice and, through Bestinvest, we have a multi award-winning online investment service for self-directed investors. For businesses, our wide range of services includes assurance and accounting, business tax advice, employee benefits, forensics
For further information please visit: www.evelyn.com