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 was created in 2020 through the merger of Tilney and Smith & Williamson. With £63.0 billion of assets under management (as at 31 December 2024), we are one of the largest UK wealth managers ranked by client assets.
Through an extensive network of offices across 25 towns and cities in the UK, as well as the Republic of Ireland and the Channel Islands, we support private clients, family trusts and charities, as well as provide investment solutions to financial intermediaries. Our diverse client base includes entrepreneurs, C-suite senior managers and partners of professional firms.
Our expertise span both award-winning financial planning and investment management, enabling us to offer clients a truly holistic dual expert wealth management service. Through Bestinvest, we also provide an online investment platform and coaching service, for self-directed investors, consistent with our purpose of ‘placing the power of good advice into more hands’.