Who are we?

Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer a comprehensive suite of services under one roof – from wealth management and tax advice to online investing and fund solutions. We foster a collaborative environment where our people feel empowered, and share a commitment to client success, determined to deliver better outcomes.

We provide an award-winning service for our clients by employing the best people. We believe sound advice shouldn’t be a privilege – it’s the foundation for a secure future. We’re passionate about making financial clarity accessible to everyone. That’s why we build award-winning teams, empowering individuals at every stage of their financial journey. Join us in our mission to place the power of good advice in more hands.

What can you expect?

For nearly two centuries, Evelyn Partners has empowered individuals, families, and businesses to achieve better outcomes. And that extends to our own people. Our core values – Personal, Partnership, and Performance – are more than just words; they define how we work together and shape your experience as a team member.

Personal: We treat you as an individual, championing a culture that recognises your talent and ambition. This translates to a work environment where you have the autonomy and flexibility to drive change and contribute your expertise.

Partnership: We believe in collaboration as ‘we go further together’. This collaborative spirit is evident in our supportive environment, where you’ll develop alongside a passionate team and benefit from immense knowledge and opportunities to learn and grow.

Performance: We strive for excellence, both for our clients and ourselves. This is reflected in our commitment to continuous learning, innovation, and exceeding expectations.

You’ll be supported in completing your qualification; gaining the finance knowledge, accountancy skills and real-world business experience to jumpstart your career in accountancy, tax and business advisory. 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. Your qualification training will be supported by a leading UK training provider, and you’ll be given the space and time to study whilst developing a variety of skills to become a well-rounded advisor. 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.

At Evelyn Partners, we believe in the power of a diverse and inclusive workplace. We want everyone to feel valued and respected, regardless of background or beliefs. That’s why we work closely with our I&D networks to celebrate different cultures and religions and foster an environment where everyone can be their authentic selves. As a colleague, we want to work with you, regardless of your identity, background, or circumstance, to achieve your full potential in a supportive and inclusive environment.