Evelyn Partners launches financial planning graduate programme

Evelyn Partners has launched a financial planning graduate programme, which will welcome its first cohort in September 2024.

In a statement on 3 January, the wealth management and professional services group said the scheme 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 said: “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.”

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