Evelyn Partners has announced the launch of a financial planning graduate programme to teach recruits how to build relationships with clients, build flexible plans and provide appropriate recommendations of services and products.
Building on the firm’s existing investment management and professional services graduate schemes, the new Financial Planning Initiative, which will welcome its first cohorts in September 2024, will initially be offered in London, Glasgow and the North West.
Graduates will receive guidance and support from Evelyn Partners’ Learning & Development team and be supported in completing their professional qualification via partnerships with training providers to allow them to gain the expert knowledge needed to start their career in financial planning.
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“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,” said Emma Sterland, head of financial planning at Evelyn Partners.
She added: “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.”
Sterland said a “hands on” experience is key to creating “well-rounded and trusted advisers” and, as such, graduates on the programme will work on front office 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 while learning how to apply their new knowledge to real client scenarios,” she said. “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.”
For more detail about the scheme and to apply, click here.
