Graduate Programme, Investment Management - Newcastle (Sept 2026) at SW Group

Newcastle upon Tyne, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

17 Dec, 25

Salary

0.0

Posted On

18 Sep, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Management, Financial Planning, Portfolio Management, Risk Evaluation, Client Communication, Economic Strategies, Asset Classes, Investment Styles, Collaboration, Client Trades, Operations Liaison, Learning & Development, Professional Qualifications, Analytical Skills, Attention To Detail, Passion For Finance

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 Ready to Shape the Future of Finance? Join Evelyn Partners and start your career in investment management with purpose, confidence, and impact. Your Role: Investment Management Associate As an Investment Management Associate, you’ll work with private individuals, charities, and institutions to help them achieve their financial goals. You’ll learn how to: Assess global economic strategies Understand asset classes and investment styles Build bespoke, high-performing portfolios Evaluate risk and deliver client-focused solutions You’ll gain hands-on experience while studying for the Investment Advice Diploma (IAD) and CISI’s Chartered Wealth Manager Qualification, supported by our expert Learning & Development team. What You’ll Be Doing Supporting portfolio reviews and investment analysis Attending investment meetings and briefings Drafting client communications and performance summaries Collaborating with Financial Planners, Tax Advisers, and Solicitors Managing client trades and liaising with operations team 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 Eager to complete the IAD and CISI qualifications Passionate about finance, people, and making a difference 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.

Responsibilities

As an Investment Management Associate, you will support portfolio reviews and investment analysis while collaborating with Financial Planners, Tax Advisers, and Solicitors. You will also manage client trades and draft client communications.