Wealth Management (Wealth Planning) Graduate Programme

Wealth Trainee Graduate programme providing two years of structured experience in wealth planning, financial advice, investments and client relationship management while completing professional financial planning qualifications.

About Schroders, our parent company

Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management.

We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.

Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.

Programme overview: 

At Schroders, our two-year Wealth Trainee Programme provides a unique opportunity to gain broad experience across our award-winning teams. Based in our Cazenove offices, which are in London, Oxford, Bristol, Birmingham, Chester, Manchester, Leeds, and Edinburgh, this structured programme is designed to develop your skills, expand your industry knowledge, and prepare you for a successful career in Wealth Management. 

Participants in this programme will join our Wealth Planning team, working alongside advisers who deliver tailored, regulated financial advice to high-net-worth and ultra-high-net-worth individuals and families.

Who we’re looking for:

We are looking for graduates who are passionate about Wealth Management, resilient in a dynamic environment, and eager to build lasting relationships with clients from all walks of life. You will excel if you are analytical, proactive, and truly client-focused, with the curiosity to keep learning and the confidence to communicate with integrity and empathy.

You should be comfortable working both independently and as part of a team, be interested in world events and markets, and have a strong desire to solve problems, innovate, and help clients reach their financial goals. 

Required skills and capabilities:

• Numerical ability: Exceptional attention to detail, with the ability to analyse complex data using critical thinking, identify errors and draw meaningful insights.

• General commercial awareness: Broad awareness of world events, enabling you to connect with people from diverse backgrounds and articulate your reasoning.

• Growth mindset & curiosity: Proactive, eager to learn and adapt, with a positive mindset and commitment to self-development and learning.

• Communication skills: Strong written and verbal communication skills, able to adapt your style for different audiences and comfortable speaking to clients in person or over the phone.

• Innovation & problem-solving: Analytical thinker who can understand client issues, adapt quickly, and use available tools and knowledge to develop practical and effective solutions.

• Collaboration & relationship building: Empathetic and a strong listener, able to work well within teams, build rapport easily, and foster teamwork and trust.

If you want to begin your career in Wealth Management by working with experts, helping clients, and developing broad professional skills, we would love to hear from you.

The team:

Cazenove Capital is the dedicated Wealth Management business of the Schroder Group in the UK, renowned for providing specialist financial solutions to high-net-worth individuals, family offices, charities, and their advisers.

Leveraging the investment expertise of both Cazenove Capital and Schroders, as well as carefully selected external providers, we deliver leading portfolio management, banking, and investment advisory services. Our longstanding client relationships and commitment to the highest standards of professionalism and integrity have established us as a leader in private wealth management.

As a Wealth Trainee, you will gain hands-on experience while based in one of our Wealth Planning teams.

You will collaborate with experienced professionals, work closely with clients, and develop a strong understanding of financial planning, investments, and client relationship management.

Knowledge, experience and qualifications we’re looking for:

• You should be due to graduate in 2027, or have recently graduated, and be on track to achieve, or have already achieved, an honours degree (or equivalent). We welcome applications from all degree subjects.

• A good working knowledge of document production software, including Microsoft Word, Excel, and PowerPoint

• The ability to understand our target audiences

• A healthy interest in the benefits of AI and how emerging technologies can support client service, efficiency and innovation

• The ability to understand our target audiences

Benefits of joining us:

When you join the Wealth Trainee programme at Schroders, you will benefit from a wide range of professional and personal development opportunities, including:

• Professional qualifications: 

  Achieve the Investment Advice Diploma (IAD), including the Financial Planning & Advice module in your first few weeks - the UK’s benchmark entry qualification for investment professionals

  Opportunity to complete industry-led Certificate in Advanced Financial Planning – Level 6

  Opportunity to complete industry-led Diploma in Advanced Financial Planning (CISI) – Level 7 and obtain Certified Financial Planner status

• Comprehensive training: 

  Access immersive training sessions covering industry knowledge, technical skills, and essential soft skills to help you adapt, thrive, and make an impact from day one

• Senior networking opportunities: 

  Attend exclusive “Coffee Hours” hosted by senior leaders, allowing you to build your network within the industry

• Buddy system: 

  Be paired with a dedicated buddy to support your transition into both the programme and the wider business

• Wellbeing support: 

  Access to our Employee Assistance Programme, offering 24-hour confidential counselling and resources on a range of topics, including mental health

  Use of a private GP service

• On-site facilities: 

  Enjoy the convenience of an on-site staff restaurant and complimentary use of our on-site gym 

By joining us, you will be part of an inclusive environment where your learning, wellbeing, and professional growth are a priority.