Evelyn Partners, the integrated wealth management and professional services firm, revealed its launch of a Financial Planning graduate programme.

Beginning in September 2024, the fresh scheme will train new members on how to establish rapport with clients, evaluate their overall financial situation, create adaptable schedules, and provide pertinent service and product recommendations.

Furthermore, built upon its effective graduate programmes in Investment Management and Professional Services, Evelyn Partners’ new Financial Planning venture is being taught in London, Glasgow, and the North West initially.

Evelyn Partners‘ Learning & Development team and division training contact will provide graduates with ongoing advice and assistance to ensure they have all they need to reach their full potential right away.

Additionally, through collaborations with competitive training providers, they will receive guidance in obtaining their professional certification, giving them the advanced expertise, they need to launch a lucrative career in financial planning.

Emma Sterland, head of financial planning at Evelyn Partners commented: “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.   

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“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 whilst 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.”