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Evelyn Partners

Financial Services
FollowCareers siteWebsite

Evelyn Partners is a UK wealth manager (financial planning and investment management). Its early-careers pages now describe graduate Financial Planning and Investment Management programmes, plus placements and internships; no apprenticeship or school-leaver programme is described on evelyn.com. Its former professional-services (audit and tax) early-careers pages now redirect to S&W Group, which bought that business. NatWest Group announced on 9 February 2026 that it will acquire Evelyn Partners.

Application process

  1. Online application and three online tasks
  2. Video interview
  3. Written exercise and Q&A with associates (virtual)Up to two hours
  4. Final interview45-60 minutes
  5. Offer
  1. 1

    Online application and three online tasks

    When: Questionnaire 10-15 minutes; numerical and verbal reasoning tests 15 minutes each

    Feedback within ten working days

  2. 2

    Video interview

    Four recorded questions (two motivational, two competency); up to three attempts; reviewed by a recruiter

  3. 3

    Written exercise and Q&A with associates (virtual)

    When: Up to two hours

    Feedback within 5 working days

  4. 4

    Final interview

    When: 45-60 minutes

    Online for graduates, placements and interns; school leavers are invited to the office. Feedback within two working days

  5. 5

    Offer

    Introduced to a buddy

Typical timeline

Opens
Beginning of September (most roles)
Closes
Rolling; roles close when filled, as early as October for some
Assessment
Assessment centres from early October until the spring
Offers
Not published
Starts
Not published

Salary and benefits

Starting salary
Not published
Progression
Not published
Notes
Not published
Benefits
  • Full financial support for a professional qualification with a top-tier training provider
  • Regular study leave
  • A buddy (a current associate)
  • Dedicated Early Careers Learning & Development team
  • Access to over 5,000 learning modules

What stands out

No apprenticeship currently advertised on its own site; kept for monitoring. One application per recruitment season.

Not published by Evelyn Partners when we last checked: a list of apprenticeship types, entry requirements, locations or universities and cohort sizes or intake years. We leave gaps empty rather than guess.

Sources

Where every fact above comes from
  1. 1
    evelyn.com/careers/early-careers

    Accessed · Benefits list; links to SmartRecruiters early-careers board.

  2. 2
    evelyn.com/careers/early-careers/financial-planning

    Accessed · Graduate-only qualification route (DipPFS, CII, Chartered Financial Planner).

  3. 3
    evelyn.com/careers/early-careers/investment-management

    Accessed · Graduate route (IAD, CISI Chartered Wealth Manager).

  4. 4
    evelyn.com/careers/early-careers/the-assessment-process

    Accessed · Stages, timings, school leavers interviewed in the office, rolling recruitment from September.

  5. 5
    evelyn.com/careers/early-careers/faqs

    Accessed · Rolling; assessment centres early October to spring; one application per season.

  6. 6
    evelyn.com/careers/early-careers/audit

    Accessed · Redirects to swgroup.com/careers/early-careers/ (S&W Group).

  7. 7
    evelyn.com/press-centre/all-press-releases/evelyn-partners-launches-programme-to-train-the-next-generation-of-financial-planners

    Accessed · NatWest acquisition announced 9 February 2026.

Apprentice Atlas is not affiliated with Evelyn Partners. This information comes from Evelyn Partners’s own pages and job feeds, linked under Sources. Report an error or ask for a takedown.