Key Takeaways
- Two-year Wealth Trainee Programme in Wealth Management.
- Starting salary of £50,000 per year.
- Opportunity to gain professional qualifications including IAD and CISI Level 7.
- Applications open to graduates of all degree subjects, due to graduate in 2027 or recently graduated.
- Programme starts on Thursday 16 September 2027.
About the Role
About Schroders
Schroders is a global investment manager providing active asset management, wealth management, and investment solutions. Established in 1804, we operate across 36 global locations with approximately 5,500 employees.
Wealth Trainee Programme
This two-year programme offers broad experience across award-winning teams within Wealth Management. Based in Cazenove offices (London, Oxford, Bristol, Birmingham, Chester, Manchester, Leeds, and Edinburgh), the programme is designed to develop your skills, expand industry knowledge, and prepare you for a career in Wealth Management.
What We're Looking For
We seek graduates passionate about Wealth Management, resilient in dynamic environments, and eager to build client relationships. Ideal candidates are analytical, proactive, client-focused, curious, and confident communicators. You should be comfortable working independently and in teams, interested in global markets, and possess strong problem-solving and innovation skills.
Key Skills and Capabilities:
- Numerical Ability: Exceptional attention to detail, analytical skills for complex data, and ability to identify errors.
- Commercial Awareness: Broad understanding of world events to connect with diverse backgrounds and articulate reasoning.
- Growth Mindset & Curiosity: Proactive, eager to learn and adapt, with a commitment to self-development.
- Communication Skills: Strong written and verbal communication, adaptable to different audiences and comfortable speaking with clients.
- Innovation & Problem-Solving: Analytical thinking to understand client issues and develop effective solutions.
- Collaboration & Relationship Building: Empathetic, strong listener, able to build rapport and foster teamwork.
The Team
Cazenove Capital is the UK Wealth Management business of Schroders, providing financial solutions to high-net-worth individuals, family offices, charities, and their advisers. We offer portfolio management, banking, and investment advisory services, leveraging the expertise of Cazenove Capital and Schroders.
As a Wealth Trainee, you will gain hands-on experience in Private Client teams, collaborating with professionals, working closely with clients, and developing a strong understanding of investments, financial planning, and client relationship management.
Knowledge, Experience & Qualifications
- Due to graduate in 2027, or have recently graduated, and be on track to achieve, or have already achieved, an honours degree (or equivalent). All degree subjects are welcome.
- Good working knowledge of Microsoft Word, Excel, and PowerPoint.
- Ability to understand target audiences.
- Interest in AI and emerging technologies for client service, efficiency, and innovation.
Benefits
- Professional Qualifications: Achieve the Investment Advice Diploma (IAD) and have the opportunity to complete the Chartered Wealth Manager Qualification (CISI) – Level 7.
- Comprehensive Training: Access immersive training sessions covering industry knowledge, technical skills, and soft skills.
- Senior Networking: Attend exclusive “Coffee Hours” with senior leaders.
- Buddy System: Paired with a dedicated buddy for support.
- Wellbeing Support: Access to the Employee Assistance Programme for confidential counselling.
Recruitment Process
- Online application form
- Stage 1 Cognitive Online Assessment
- Stage 2 Behavioural and Motivational Assessment
- Stage 3 Work Simulation and Video Interview
- Assessment Centre
Start Date: Thursday 16 September 2027.