Graduate Programme, Investment Management - Newcastle (Sept 2026)

Evelyn Partners; North East; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading wealth management firm in the UK seeks an Investment Management Associate to support private individuals and institutions in achieving their financial goals. You'll engage in portfolio reviews, attend investment meetings, and manage client communications, while receiving training for professional qualifications. Ideal candidates are graduates with a 2:1 degree or above, and a passion for finance. Enjoy benefits like fully funded qualifications and a competitive salary.

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

• Graduate or on track for 2:1 degree or above.
• 112 UCAS points from top 3 A-levels required.
• Passionate about finance and making a difference.

Responsibilities

• Support portfolio reviews and investment analysis.
• Attend investment meetings and briefings.
• Draft client communications and performance summaries.
• Collaborate with Financial Planners and Tax Advisers.
• Manage client trades and liaise with the operations team.

Skills

Analytical skills

Communication skills

Attention to detail

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

Overview

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 our purpose is to place the power of good advice into more hands, helping clients make significant decisions with confidence and guiding 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.