Evelyn Partners

Evelyn Partners runs a four-stage assessment process: an online application with numerical and verbal reasoning tests plus a short personality questionnaire; a video interview of four questions (two motivational, two competency-based) with up to three attempts before you choose which to submit, reviewed by a recruiter rather than AI; a written exercise paired with an informal Q&A session with current associates; and a final 45-60 minute interview with two senior members of the team applied to, held online for graduate, placement, and internship applicants and in person for school leavers. The firm states feedback turnaround of ten working days after the online tests, five working days after the written exercise, and two working days after the final interview. With each stage carrying its own multi-day feedback window, a candidate should expect this process to run over several weeks rather than resolve in a single visit.

Evelyn Partners recruits early-career candidates into two named tracks, Financial Planning and Investment Management, alongside summer internships and 12-month placements for penultimate-year university students:

• Financial Planning programme: works toward the Personal Finance Society Diploma (DipPFS) and the CII's Diploma in Regulated Financial Planning and Advanced Diploma in Financial Planning, with a route to Chartered Financial Planner status
• Investment Management programme: works toward the Investment Advice Diploma (IAD) and CISI's Chartered Wealth Manager qualification
• Summer internships and 12-month placements: open to penultimate-year university students, run alongside the graduate schemes

Graduate roles on both tracks have been advertised for a September 2026 start across multiple UK offices. Because both programmes fund a multi-year professional qualification on top of full-time client work, a candidate is committing to structured study from year one rather than choosing it later.

Evelyn Partners opens the majority of its early-career vacancies at the beginning of September and reviews applications on a rolling basis, closing some roles within days of opening; for the current cycle, Financial Planning and Investment Management graduate programmes with a September 2026 start have been advertised across multiple UK offices. Because review is rolling rather than tied to a fixed deadline, applying close to a well-publicised cutoff can mean competing for a place that has already effectively filled - the firm's own advice is to apply as soon as a role opens rather than wait.

Evelyn Partners traces its history back 188 years to Tilney's 1836 founding in Liverpool, and today manages £68.6bn in assets across 21 offices in the UK, Ireland, and the Channel Islands with 3,000+ people; independent trade coverage tracked the firm's AUM climbing through the high-£60bn range over 2025 as it approached that year-end figure. Its Investment Management programme does not train graduates around a single in-house house view: the firm builds client portfolios using a whole-of-market, open-architecture approach spanning open-ended funds, investment trusts, and passives, an approach independent trade press also describes. For an early-career applicant, that combination means training across a broader universe of instruments and providers than at a firm run on one proprietary model portfolio, at the cost of the tighter, single-desk intimacy of a smaller boutique.

Evelyn Partners currently has no open internship or graduate roles listed on Jorb AI. This page updates continuously; check back as new postings rotate.

Applications to Evelyn Partners go through the official careers site. Each role on this page links directly to the specific application. Evelyn Partners does not use third-party submission services.