Graduate Programme, Financial Planning

Evelyn Partners; Bristol; On-site; GBP 25,000 - 35,000; Full time

Job summary

Join a forward-thinking company as a Trainee in Financial Planning, where you will gain hands-on experience in a well-respected profession. This role offers the unique opportunity to learn from qualified professionals while working on real client cases. You will be supported in your journey to achieving professional qualifications, including the Personal Finance Society Diploma and Chartered Financial Planner status. With a commitment to diversity and inclusion, this innovative firm values your contributions and provides a nurturing environment for your career growth. If you're passionate about helping others achieve their financial goals, this is the perfect opportunity for you.

Benefits

Fully funded training towards professional qualifications

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Cycle to work scheme

Season ticket loan

Shared parental leave

Eye care support

Qualifications

• Commitment to completing Personal Finance Society Diploma and CII Chartered Financial Planner.
• Minimum 2:1 degree and relevant A Level and GCSE qualifications.

Responsibilities

• Assist financial planners with client work and preparation of financial plans.
• Draft client correspondence and communicate with other advisers.

Skills

Financial Planning

Client Relationship Management

Research and Analysis

Education

Minimum 2:1 degree in any discipline

A Level: Minimum 112 UCAS points

GCSE: Minimum Grade 5 in English and Maths

Tools

Personal Finance Society Diploma

Chartered Financial Planner qualification

Job description

Graduate Programme, Financial Planning - Bristol (Sept 2025)

Full-time

Office Location: Bristol

Job Description

For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve better outcomes. We believe that expert guidance should be accessible to all, and we're dedicated to making that a reality.

Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service.

Introduction to the Financial Planning team at Evelyn Partners

Our Financial Planning service aims to understand the needs of our clients so we can create bespoke financial plans and portfolios tailored to each individual client's personal needs. Our goal is to support them, by building a plan with them, to ensure all life's stages, opportunities and challenges are covered whilst also preserving and growing their wealth.

Our Financial Planning teams work with private individuals, trusts and businesses to help achieve their financial aspirations whilst also planning for unforeseen events.

What will you be doing?

As a Trainee, Financial Planning, you will be learning a well-respected profession at a firm with an unparalleled reputation. We will teach you how to build relationships, assess a client's complete financial position, build flexible plans to evolve with them whilst also supporting these plans with appropriate recommendations of services and products that will deliver their needs, goals and aspirations.

We believe that hands-on experience is key to creating well-rounded trusted advisers and as such you 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.

Your responsibilities will include:

• Assisting qualified financial planners and their support teams with new and existing client work.
• Supporting the preparation of new financial plans and monitoring and adapting existing plans, including research and analysis.
• Drafting client correspondence and speaking to clients in the course of preserving and growing their wealth.
• Communicating with other Advisers on client matters e.g. Investment Managers, Tax Advisers and Solicitors.

To be successful in this role, you should:

• Be committed to completing the Personal Finance Society Diploma (DipPFS) and CII Chartered Financial Planner.
• Have obtained or be predicted a minimum 2:1 degree, in any discipline.
• A Level: Minimum 112 UCAS points in top three A Levels (or equivalent), excluding General Studies.
• GCSE: Minimum Grade 5 (or equivalent), in English Language and Maths respectively.

Learning & Development

You'll be supported in completing your professional qualification via our partnerships with market leading training providers; allowing you to gain the expert knowledge needed to jumpstart your career in Financial Planning.

As a colleague here at Evelyn Partners you will have access to benefits that include:

• Fully funded training towards professional qualifications.
• Competitive salary.
• Private medical insurance.
• Life assurance.
• Pension contribution.
• Generous holiday package.
• Option to purchase additional holiday.
• Cycle to work scheme.
• Season ticket loan.
• Shared parental leave.
• Eye care support.

We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners, you'll find an inclusive environment where everyone feels valued and supported.

We are committed to providing reasonable adjustments throughout the application process. Please don't hesitate to discuss your needs with your recruiter.