Graduate Programme, Investment Management - Birmingham (Sept 2026)

Evelyn Partners; Birmingham; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading UK wealth management firm is seeking an Investment Management Associate in Birmingham. The role involves supporting portfolio reviews, attending investment meetings, and collaborating with financial professionals. Graduates are encouraged to apply, especially those with a strong passion for finance. This position offers a competitive salary and fully funded professional qualifications.

Benefits

Fully funded professional qualifications

Competitive salary

Private medical insurance

Life assurance & pension contribution

Generous holiday package

Cycle to work scheme

Shared parental leave

Qualifications

• Graduates from all disciplines are welcome.
• Eager to complete the Investment Advice Diploma (IAD).
• Strong interpersonal skills and a desire to help clients.

Responsibilities

• Support portfolio reviews and investment analysis.
• Attend investment meetings and briefings.
• Draft client communications and performance summaries.
• Manage client trades and liaise with operations team.

Skills

Analytical skills

Communication skills

Understanding of economics

Passion for finance

Education

2:1 degree or above

112 UCAS points

GCSE Grade 5 in English and Maths

Job description

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.

Your Role: Investment Management Associate

As An Investment Management Associate, You’ll Work With Private Individuals, Charities, And Institutions To Help Them Achieve Their Financial Goals. You’ll Learn How To

• Assess global economic strategies
• Understand asset classes and investment styles
• Build bespoke, high-performing portfolios
• Evaluate risk and deliver client-focused solutions

You’ll gain hands-on experience while studying for the Investment Advice Diploma (IAD) and CISI’s Chartered Wealth Manager Qualification, supported by our expert Learning & Development team.

What You’ll Be Doing

• Supporting portfolio reviews and investment analysis
• Attending investment meetings and briefings
• Drafting client communications and performance summaries
• Collaborating with Financial Planners, Tax Advisers, and Solicitors
• Managing client trades and liaising with operations team

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
• Eager to complete the IAD and CISI qualifications
• Passionate about finance, people, and making a difference

Learning & Development

You’ll Be Supported Every Step Of The Way By Our Dedicated Learning & Development Team And Training Partners. You’ll 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, 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.

️ Watch our video

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 — register here.