Graduate Programme, Financial Planning - Birmingham (Sept 2026)

evelyn Partners; Birmingham; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading financial services firm in Birmingham is seeking graduates for their Graduate Programme in Financial Planning. The role offers hands-on experience in developing tailored financial plans, with support for professional qualifications. Ideal candidates are passionate about helping clients and have a drive for exceptional financial advice. Competitive salary and benefits included.

Benefits

Fully funded professional qualifications

Private medical insurance

Life assurance & pension contributions

Generous holiday package

Cycle to work scheme

Qualifications

• Graduates from all disciplines should apply.
• Must be committed to completing DipPFS.
• Passionate about helping clients with financial decisions.

Responsibilities

• Support qualified Financial Planners with client work.
• Prepare and review financial plans.
• Collaborate with other advisers across the business.

Skills

Client assessment

Financial planning

Communication

Team collaboration

Education

2:1 degree or above

112 UCAS points from top 3 A-levels

GCSE Grade 5 in English and Maths

Job description

Graduate Programme, Financial Planning - Birmingham (Sept 2026)

Evelyn Partners

Birmingham, United Kingdom

Permanent

Full time

Competitive

Company Description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose - placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We\'re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Job Description

Looking for a career where you can make a real difference in people\'s lives? Join Evelyn Partners and become a trusted adviser, helping clients plan for life\'s big moments with confidence and clarity.

Your Role: Financial Planning Associate

As a graduate, you\'ll 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. You\'ll learn how to:

• Assess a client\'s full financial picture
• Build flexible, goal-oriented plans
• Recommend services and products that deliver long-term value
• Collaborate with colleagues in Investment Management

You'll gain hands-on experience while studying for the Personal Finance Society Diploma (DipPFS), with the opportunity to progress to Chartered Financial Planner status through the Chartered Insurance Institute (CII).

What You\'ll 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 We\'re Looking For

We welcome graduates from all disciplines who are:

• On track for or have achieved a 2:1 degree or above
• Have 112 UCAS points from top 3 A-levels (excluding General Studies)
• Hold GCSE 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

• 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, you\'ll find an inclusive environment where everyone feels valued and supported. Need adjustments during the application process? Just let us know - we\'re here to help.

Before You Apply - What You Need to Know

When you click \'I\'m interested\', you\'ll be taken to your profile page. While we\'re updating the system, here are a few tips:

• One application per recruitment season
• If you\'re not successful, you can reapply next September.
• Experience section: No experience yet? Just enter \'N/A\' in the job title box and select any start/end date.
• Education section: Only your university name is required for now. If you have more than one degree, include your most recent.
• Resume (CV): Uploading your CV is mandatory - it will be reviewed by the hiring manager.
• Message to Hiring Manager: This section is optional and won\'t be formally assessed.

We\'re hosting open online sessions where you can learn more about our graduate programmes and recruitment process.