Graduate Programme, Investment Management – Bristol (Sept 2025)

Job Description For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve better outcomes. We believe that expert guidance should be accessible to all, and we’re dedicated to making that a reality. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients. Read more about us, our values and available career opportunities here: Wealth, accountancy and business advisory services | Evelyn Partners Careers | Evelyn Partners Introduction to the Investment Management team at Evelyn Partners It takes a proven skillset and knowledge base to earn the trust of a private investor. Our investment offering aims to understand the needs of our clients so we can create bespoke portfolios tailored to each individual client’s personal needs enabling them to both preserve and grow their wealth.  We don’t limit ourselves to one in-house investment style, which means there’s no limit to the insights you can provide.  Our Investment Management teams work with private individuals, charities, and institutions to help achieve their financial aspirations. We do this by understanding their wider financial assets, their requirements and objectives, attitude to risk and time-horizons to create and manage the most suitable investment portfolios. What will you be doing? As an Investment Management Associate, you will be learning a well-respected profession at a firm with an unparalleled reputation. We will teach you how to assess global economic strategies, understand how asset classes are ranked, and select sectors, stocks, and funds as you evaluate risk while constructing high-performing portfolios that exceed your clients’ expectations. We believe that hands-on experience is key to creating well-rounded trusted business advisers and as such you will work on front office investment management tasks alongside studying for the Investment Advice Diploma (IAD) and CISI’s Masters in Wealth Management qualifications.  Your responsibilities will include: Assisting Partners and Directors with regular portfolio reviews Undertaking analysis of companies and collective investment schemes and relaying this information to the firm wide Investment Managers Attending investment meetings, internal/external seminars and regulatory briefings Drafting client correspondence, e.g. performance summaries, market overviews and other adhoc queries Loading up client trades on portfolios Communicating with other Advisers on client matters e.g. Financial Planners, Tax Advisers and Solicitors Liaising with Investment Settlement Operations and Treasury departments on administrative matters, e.g. stock transfers, corporate actions, international payments To be successful in this role, you should: Be committed to completing the Investment Advice Diploma (IAD) and CISI’s Masters in Wealth Management qualifications Have obtained or be predicted a minimum 2:1 degree, in any discipline A Level: Minimum 112 UCAS points in top three A Levels (or equivalent), excluding General Studies GCSE: Minimum Grade 5 (or equivalent), in English Language and Maths respectively Learning & Development You’ll be supported in completing your professional qualification via our partnerships with market leading training providers; allowing you to gain the expert knowledge needed to jumpstart your career in Investment Management. Small class sizes and direct access to tutors will ensure that you develop a broad range of skills whilst learning how to apply your new knowledge to real client scenarios. And you won’t do it alone - you’ll be joining as part of a cohort with your own personal support network, including a buddy to offer first-hand experience. You’ll receive guidance and support each step of the way by our dedicated Learning & Development team and training contact for your department to make sure you have everything you need to realise your potential from day one.   As a colleague here at Evelyn Partners you will have access to benefits that include: Fully funded training towards professional qualifications Competitive salary Private medical insurance Life assurance Pension contribution Generous holiday package Option to purchase additional holiday Cycle to work scheme Season ticket loan Eye care support Shared parental leave We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners, you'll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives. We’re dedicated to creating a workplace where you can thrive and reach your full potential. We are committed to providing reasonable adjustments throughout the application process. Please don’t hesitate to discuss your needs with your recruiter. Video https://www.youtube.com/watch?v=9LUB_aFdHH4 IMPORTANT NOTES FOR COMPLETING YOUR APPLICATION When you click on the ‘I’m interested’ button you’ll be taken to your profile page. We’re in the process of updating it but in the meantime: We can only accept one application to any of our programmes in a recruitment season. If you are unsuccessful, you will need to wait until the next September when we re-open applications for the following year. Under the ‘Experience’ section, if you do not have any experience please enter ‘N/A’ into the ‘Title’ text box and choose a random end and start date Under the ‘Education’ section you do NOT need to include all your education details as we’ll ask for this separately once you’ve completed your profile. All you need to do is fill in the ‘Institution’ (aka University) question which is mandatory. If you have more than one degree please include your latest one. Under the ‘Resume’ (aka CV) section, it is mandatory for you to upload a document as this will be reviewed by the hiring manager. The ‘Message to Hiring Manager’ text box is NOT mandatory and will not be formally reviewed. Array