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.
- Based in Cazenove offices across the UK, with a start date of 16 September 2027.
- Applications are open to graduates of all degree subjects.
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.
Programme Overview
The two-year Wealth Trainee Programme offers broad experience across award-winning teams within our Cazenove offices. This structured programme is designed to develop your skills, expand your 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 a dynamic environment, 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 events and markets, and possess a strong desire to solve problems and innovate.
Required Skills and Capabilities:
- Numerical ability: Exceptional attention to detail, with the ability to analyse complex data, identify errors, and draw insights.
- General commercial awareness: Broad awareness 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 for different audiences, comfortable speaking with clients.
- Innovation & problem-solving: Analytical thinker capable of understanding client issues and developing effective solutions.
- Collaboration & relationship building: Empathetic listener, able to work well in teams and build rapport.
The Team
Cazenove Capital is the UK Wealth Management business of the Schroder Group, specialising in financial solutions for high-net-worth individuals, family offices, and charities. We offer leading portfolio management, banking, and investment advisory services.
As a Wealth Trainee, you will gain hands-on experience in Private Client teams, collaborating with professionals, working closely with clients, and developing an understanding of investments, financial planning, and client relationship management.
Knowledge, Experience and 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 our target audiences.
- Interest in the benefits of AI and emerging technologies for client service 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: Immersive sessions covering industry knowledge, technical skills, and soft skills.
- Senior networking opportunities: Attend exclusive “Coffee Hours” with senior leaders.
- Buddy system: Paired with a dedicated buddy for support.
- Wellbeing support: Access to our 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