Evelyn launches Planner training graduate scheme
Financial Planner and wealth manager Evelyn Partners has launched a Financial Planning graduate programme.
The new scheme will welcome its first recruits in London, Glasgow and the North West in September.
It will teach those looking for a career in Financial Planning how to build relationships with clients, assess their complete financial position, build flexible plans and provide appropriate recommendations of services and products.
Emma Sterland, head of Financial Planning at Evelyn Partners, said: “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.
"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.
“We believe that hands-on experience is key to creating well-rounded trusted advisers and, as such, graduates 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.
"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. 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.”
The firm already has graduate training schemes in place for investment management and professional services.
Graduates will receive guidance and support from Evelyn Partners’ learning and development team and a training contact for their department from day one. They will also be supported in completing professional qualification via partnerships with training providers.
Students set to graduate this year can apply for the scheme now.