Graduate Programme, Associate Investment Management - London (Jan 2027)

Company Description

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 that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Job Description

Ready to Start Your Career in Investment Management?

Our Graduate Programme is designed for ambitious graduates who are passionate about investments, financial markets, and delivering outstanding client service. As an Investment Management Associate, you'll gain hands-on experience working alongside experienced Investment Managers while building the technical knowledge and professional qualifications needed for a successful career in wealth management.

This is an excellent opportunity for recent graduates looking to develop their career within a leading investment management business.

The Role

As an Investment Management Associate, you will support the Investment Management team in delivering tailored investment solutions and exceptional client service. You'll gain exposure to portfolio management, investment research, client relationships, and financial markets while working towards industry-recognised qualifications.

Qualifications

Key Responsibilities

- Support Investment Managers in the day-to-day management of client portfolios.
- Assist in preparing for client meetings, reviews, presentations, and investment proposals.
- Conduct investment and market research and undertake basic financial analysis.
- Support portfolio reviews and investment monitoring activities.
- Assist with investment dealing activities in line with competency and regulatory requirements.
- Draft client communications, reports, and performance summaries.
- Build trusted relationships with clients and respond to requests in a professional and timely manner.
- Maintain accurate and up-to-date client records in line with company policies and regulatory requirements.
- Attend investment meetings, market briefings, and training sessions.
- Work collaboratively with Financial Planners, Tax Advisers, Solicitors, Operations teams, and other business areas.
- Contribute to sector research projects and support the wider investment process.

What You'll Learn

Throughout the programme, you'll develop knowledge and experience in:

- Investment markets and economic trends
- Different asset classes and investment styles
- Portfolio construction and risk management
- Client relationship management
- Regulatory and compliance requirements
- Investment research and analysis
- Wealth management best practice

You'll also study towards professional qualifications, supported by our Learning & Development team.

Who We're Looking For

We are looking for motivated graduates who are eager to build a long-term career in investment management.

Essential Requirements

- Must have already graduated and hold a Bachelor's degree (minimum 2:1 preferred) by the programme start date.
- Have minimum 112 UCAS points from top 3 A-levels (excluding General Studies)
- Hold GCSE Grade 5 (or B) in English Language and Maths
- Strong interest in financial markets, investing, and wealth management.
- Excellent written and verbal communication skills.
- Strong analytical and numeracy skills.
- Ability to build relationships and deliver excellent client service.
- Strong organisational skills with the ability to manage multiple priorities.
- A proactive attitude and willingness to learn.
- Eligibility to work in the UK.

Desirable

- Previous internship, placement, or work experience within financial services, investments, banking, or wealth management.
- Interest in completing professional qualifications such as the Investment Advice Diploma (IAD) and Chartered Wealth Manager Qualification.

Additional Information

Learning & Development

We are committed to helping our graduates succeed. You will benefit from:

- Fully funded professional qualifications
- Structured training programme
- Dedicated Learning & Development support
- A personal buddy and mentor
- Exposure to real client work from day one
- Networking opportunities across the business
- Ongoing coaching and career development

Benefits

- Competitive graduate salary
- Private medical insurance
- Pension contribution
- Life assurance
- Generous annual leave allowance, with the option to purchase additional holiday
- Cycle to Work scheme
- Season ticket loan
- Shared parental leave
- Eye care support
- Employee wellbeing initiatives

Diversity & Inclusion

At Evelyn Partners, we believe diverse perspectives create better outcomes for our clients and colleagues. We are committed to creating an inclusive environment where everyone feels valued, respected, and able to thrive. If you require any adjustments throughout the recruitment process, please let us know.

Please Note

- Applications are open to candidates who have already completed their university degree and will be available to start full-time employment in January 2027 .
- Candidates should have a genuine interest in pursuing a career in Investment Management and working towards relevant professional qualifications.