Company Description
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next.
Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose - placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We're here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
Job Description
Ready to Shape the Future of Finance?
Join Evelyn Partners and start your career in investment management with purpose, confidence, and impact.
Your Role: Investment Management Associate
As an Investment Management Associate, you’ll work with private individuals, charities, and institutions to help them achieve their financial goals. You’ll learn how to:
1. Assess global economic strategies
2. Understand asset classes and investment styles
3. Build bespoke, high-performing portfolios
4. Evaluate risk and deliver client-focused solutions
You’ll gain hands-on experience while studying for the Investment Advice Diploma (IAD) and CISI’s Chartered Wealth Manager Qualification, supported by our expert Learning & Development team.
What You’ll Be Doing
5. Supporting portfolio reviews and investment analysis
6. Attending investment meetings and briefings
7. Drafting client communications and performance summaries
8. Collaborating with Financial Planners, Tax Advisers, and Solicitors
9. Managing client trades and liaising with operations team
Who We’re Looking For
We welcome graduates from all disciplines who are:
10. On track for or have achieved a 2:1 degree or above
11. Have 112 UCAS points from top 3 A-levels (excluding General Studies)
12. Hold GCSE Grade 5 (or B) in English Language and Maths
13. Eager to complete the IAD and CISI qualifications
14. Passionate about finance, people, and making a difference
Learning & Development
You’ll be supported every step of the way by our dedicated Learning & Development team and training partners. You’ll join a cohort of graduates, with access to:
15. A personal buddy
16. Expert-led training
17. Real client scenarios
18. A supportive network to help you thrive
Benefits
19. Fully funded professional qualifications
20. Competitive salary
21. Private medical insurance
22. Life assurance & pension contribution
23. Generous holiday package + option to buy more
24. Cycle to work scheme & season ticket loan
25. Shared parental leave & eye care support
Our Commitment to Inclusion
We believe diverse perspectives drive better outcomes. At Evelyn Partners, you’ll find an inclusive environment where everyone feels valued and supported. Need adjustments during the application process? Just let us know — we’re here to help.
️ Watch our
Before You Apply – What You Need to Know
When you click ‘I’m interested’, you’ll be taken to your profile page. While we’re updating the system, here are a few tips:
26. One application per recruitment season
If you’re not successful, you can reapply next September.
27. Experience section
No experience yet? Just enter ‘N/A’ in the job title box and select any start/end date.
28. Education section
Only your university name is required for now. If you have more than one degree, include your most recent.
29. Resume (CV)
Uploading your CV is mandatory — it will be reviewed by the hiring manager.
30. Message to Hiring Manager
This section is optional and won’t be formally assessed.
We’re hosting open online sessions where you can learn more about our graduate programmes and recruitment process — register .