Graduate Programme, Financial Planning Birmingham (Sept 2026)
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Job Location:
Birmingham - UK
Monthly Salary:
Not Disclosed
Posted on:
7 hours ago
Vacancies:
1 Vacancy
Job Summary
Looking for a career where you can make a real difference in peoples lives
Join Evelyn Partners and become a trusted adviser helping clients plan for lifes big moments with confidence and clarity.
Your Role: Financial Planning Associate
As a graduate youll 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. Youll learn how to:
- Assess a clients full financial picture
- Build flexible goal-oriented plans
- Recommend services and products that deliver long-term value
- Collaborate with colleagues in Investment Management
Youll gain hands-on experience while studying for thePersonal Finance Society Diploma (DipPFS) with the opportunity to progress toChartered Financial Plannerstatus through theChartered Insurance Institute (CII).
What Youll 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 Were Looking For
We welcome graduates from all disciplines who are:
- On track for or have achieved a2:1 degree or above
- Have112 UCAS pointsfrom top 3 A-levels (excluding General Studies)
- HoldGCSE 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
Youll be supported every step of the way by our dedicated Learning & Development team and training partners. Youll 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 youll find an inclusive environment where everyone feels valued and supported. Need adjustments during the application process Just let us know were here to help.
Watch our video
Before You Apply What You Need to Know
When you clickIm interested youll be taken to your profile page. While were updating the system here are a few tips:
- One application per recruitment season
If youre not successful you can reapply next September.
- Experience section
No experience yet Just enterN/Ain the job title box and select any start/end date.
- Education section
Only youruniversity nameis required for now. If you have more than one degree include your most recent.
- Resume (CV)
Uploading your CV ismandatory it will be reviewed by the hiring manager.
- Message to Hiring Manager
This section is optional and wont be formally assessed.
Were hosting open online sessions where you can learn more about our graduate programmes and recruitment process register here.
Remote Work :
No
Employment Type :
Full-time
Key Skills
- Internal Audit
- Financial Services
- Financial Performance
- Variance Analysis
- Journal Entries
- Account Management
- ACH
- Customer Accounts
- General Ledger Accounts
- Payroll
- Customer Relationships
- Financial Statements
- Annual Reports
About Company
Evelyn Partners is the UKs leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trus ... View more
