Emma Sterland, head of financial planning at Evelyn Partners.

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.

Go deeper with GlobalData

Premium Insights

The gold standard of business intelligence.

Find out more

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.   

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.

“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.”