Key Takeaways
- Two-year Wealth Trainee Programme in Wealth Management.
- Starting salary of £50,000 per year.
- Gain professional qualifications including IAD and CISI Level 7.
- Applications open to graduates due to graduate in 2027 or already 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 in 36 global locations with approximately 5,500 employees.
Wealth Trainee Programme
This two-year programme offers a unique opportunity to gain broad experience across award-winning Wealth Management teams.
Location: Based in Cazenove offices in London, Oxford, Bristol, Birmingham, Chester, Manchester, Leeds, and Edinburgh.
Focus: Develop your skills, expand your industry knowledge, and prepare for a career in Wealth Management.
Who We're Looking For
We seek graduates passionate about Wealth Management who are resilient, client-focused, and eager to build relationships. You should be analytical, proactive, curious, and confident in your communication.
Key Attributes:
- Numerical ability: Strong analytical skills with attention to detail and the ability to derive insights from complex data.
- Commercial awareness: Broad understanding of world events to connect with diverse individuals.
- Growth mindset & curiosity: Proactive, eager to learn, and committed to self-development.
- Communication skills: Excellent written and verbal communication, adaptable to different audiences.
- Innovation & problem-solving: Ability to develop practical solutions for client issues.
- Collaboration & relationship building: Empathetic, a good listener, and able to foster teamwork.
The Team
Cazenove Capital is Schroders' UK Wealth Management business, specializing in financial solutions for high-net-worth individuals, family offices, and charities. We offer portfolio management, banking, and advisory services.
As a Wealth Trainee, you will gain hands-on experience in Private Client teams, working with professionals and clients to understand investments, financial planning, and relationship management.
Knowledge, Experience & Qualifications
- Due to graduate in 2027 or have already graduated.
- 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.
Benefits
- Professional qualifications:
- Investment Advice Diploma (IAD)
- Chartered Wealth Manager Qualification (CISI) – Level 7
- Comprehensive training: Industry knowledge, technical skills, and soft skills.
- Senior networking: Exclusive "Coffee Hours" with senior leaders.
- Buddy system: Dedicated support for your transition.
- Wellbeing support: 24-hour confidential counselling via Employee Assistance Programme.
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