Job Description
Looking for a career where you can make a real difference in people’s lives?
Join Evelyn Partners and become a trusted adviser, helping clients plan for life’s big moments with confidence and clarity.
Your Role: Financial Planning Associate
As a graduate, you’ll join our expert Financial Planning team, working with individuals, families, and businesses to build tailored financial plans that support their goals and prepare for the unexpected. You’ll learn how to:
* Assess a client’s full financial picture
* Build flexible, goal-oriented plans
* Recommend services and products that deliver long-term value
* Collaborate with colleagues in Investment Management
You’ll gain hands-on experience while studying for the Personal Finance Society Diploma (DipPFS), with the opportunity to progress to Chartered Financial Planner status through the Chartered Insurance Institute (CII).
What You’ll Be Doing
* Supporting qualified Financial Planners with client work
* Preparing and reviewing financial plans
* Drafting client communications and valuation packs
* Attending client meetings and helping preserve and grow their wealth
* Collaborating with other advisers across the business
Who We’re Looking For
We welcome graduates from all disciplines who are:
* On track for or have achieved a 2:1 degree or above
* Have 112 UCAS points from top 3 A-levels (excluding General Studies)
* Hold GCSE Grade 5 (or B) in English Language and Maths
* Committed to completing DipPFS and progressing to Chartered status
* Passionate about helping people make confident financial decisions
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:
* A personal buddy
* Expert-led training
* Real client scenarios
* A supportive network to help you thrive
Benefits
* Fully funded professional qualifications
* Competitive salary
* Private medical insurance
* Life assurance & pension contribution
* Generous holiday package + option to buy more
* Cycle to work scheme & season ticket loan
* 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 video
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:
* One application per recruitment season
If you’re not successful, you can reapply next September.
* Experience section
No experience yet? Just enter ‘N/A’ in the job title box and select any start/end date.
* Education section
Only your university name is required for now. If you have more than one degree, include your most recent.
* Resume (CV)
Uploading your CV is mandatory — it will be reviewed by the hiring manager.
* 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 here .
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