Evelyn Partners  

Evelyn Partners launches financial planning graduate scheme

Evelyn Partners launches financial planning graduate scheme
Evelyn Partners' Emma Sterland said graduates will learn a broad set of skills. (Evelyn Partners)

A financial planning graduate training programme, launched by Evelyn Partners, will welcome its first cohort this September.

The scheme will initially be offered in London, Glasgow and the North West and will join existing investment management and professional services graduate programmes.

Emma Sterland, head of financial planning at Evelyn Partners, said the firm aims to support the next generation of financial planners. 

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She 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.”   

Graduates must be predicted to get, or have, a 2:1 degree for investment management roles, or 2:2 degree for accountancy, audit, tax and advisory roles. 

Candidates must also have 112 UCAS points, or equivalent, and a minimum grade 5 in GCSE maths and English language, or equivalent.

During the course graduates will be supported to complete their professional qualification. 

Sterland added: “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.”

tara.o'connor@ft.com

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