Graduate Programme, Financial Planning - Birmingham (Sept 2026) at SW Group

Birmingham, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

15 Jun, 26

Salary

0.0

Posted On

17 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Investment Management, Client Advising, Financial Analysis, Goal-Oriented Planning, Product Recommendation, Wealth Management, Client Communication, Valuation, DipPFS Study, CII Progression, Collaboration

Industry

Financial Services

Description

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 Looking for a career where you can make a real difference in people’s lives? Join Evelyn Partners and become a trusted adviser, helping clients plan for life’s big moments with confidence and clarity. Your Role: Financial Planning Associate As a graduate, you’ll join our expert Financial Planning team, working with individuals, families, and businesses to build tailored financial plans that support their goals and prepare for the unexpected. You’ll learn how to: Assess a client’s full financial picture Build flexible, goal-oriented plans Recommend services and products that deliver long-term value Collaborate with colleagues in Investment Management You’ll gain hands-on experience while studying for the Personal Finance Society Diploma (DipPFS), with the opportunity to progress to Chartered Financial Planner status through the Chartered Insurance Institute (CII). What You’ll Be Doing Supporting qualified Financial Planners with client work Preparing and reviewing financial plans Drafting client communications and valuation packs Attending client meetings and helping preserve and grow their wealth Collaborating with other advisers across the business Who We’re Looking For We welcome graduates from all disciplines who are: On track for or have achieved a 2:1 degree or above Have 112 UCAS points from top 3 A-levels (excluding General Studies) Hold GCSE Grade 5 (or B) in English Language and Maths Committed to completing DipPFS and progressing to Chartered status Passionate about helping people make confident financial decisions Learning & Development You’ll be supported every step of the way by our dedicated Learning & Development team and training partners. You’ll join a cohort of graduates, with access to: A personal buddy Expert-led training Real client scenarios A supportive network to help you thrive Benefits Fully funded professional qualifications Competitive salary Private medical insurance Life assurance & pension contribution Generous holiday package + option to buy more Cycle to work scheme & season ticket loan Shared parental leave & eye care support Our Commitment to Inclusion We believe diverse perspectives drive better outcomes. At Evelyn Partners, you’ll find an inclusive environment where everyone feels valued and supported. Need adjustments during the application process? Just let us know — we’re here to help. ▶️ Watch our video Before You Apply – What You Need to Know When you click ‘I’m interested’, you’ll be taken to your profile page. While we’re updating the system, here are a few tips: One application per recruitment season If you’re not successful, you can reapply next September. Experience section No experience yet? Just enter ‘N/A’ in the job title box and select any start/end date. Education section Only your university name is required for now. If you have more than one degree, include your most recent. Resume (CV) Uploading your CV is mandatory — it will be reviewed by the hiring manager. Message to Hiring Manager This section is optional and won’t be formally assessed. We’re hosting open online sessions where you can learn more about our graduate programmes and recruitment process — register here. Office Location: Birmingham

Responsibilities

As a Financial Planning Associate, graduates will support qualified Financial Planners with client work, including preparing and reviewing financial plans and drafting client communications. Responsibilities also involve attending client meetings to help preserve and grow wealth, and collaborating with other advisers across the business.