at Schroders
Asset ManagementPosted 3 days ago
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The roles provided by a job aggregator is 2027 Wealth Management (Wealth Planning) Graduate Programme. The programme overview includes: - **Programme overview:** A two-year programme designed to prepare participants for a successful career in Wealth Management and provide comprehensive training and development opportunities. - **Who we’re looking for:** + Candidates who are passionate about Wealth Management, resilient in a dynamic environment, able to adapt, and eager to learn. + Strong relationship builders and communicators, comfortable working with high-net-worth and ultra-high-net-worth individuals. + Able to undertake analysis and gain meaningful insights from complex data. + Comfortable working independently and as part of a team, comfortable with innovation, and committed to ethical and impactful decision-making. - **Knowledge, experience and qualifications we’re looking for:** + 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. + Access the industry-led Certificate in Advanced Financial Planning – Level 7 and obtain Certified Financial Planner status. The required skills and capabilities for the role include: - **Numerical ability:** + Exceptional attention to detail, understanding our target audiences, and articulating reasoning. - **Communication skills:** + Strong written and verbal communication skills, adaptable style for different audiences. - **general commercial awareness:** + Broad awareness of world events, enabling connection with people from diverse backgrounds and articulate reasoning. The benefits of joining the programme include: - **Professional qualifications:** + Achieve the IAD, gain experience with the Wealth Planning team, and build a lasting rapport
- Compensation
- £50,000 – £50,000 GBP
- City
- London, Oxford, Bristol, Birmingham, Chester, Manchester, Leeds, Edinburgh
- Country
- United Kingdom
Currency: £ (GBP)
Full Job Description
Location: London, United Kingdom
- 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 were 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 audiencesBenefits 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 UKs benchmark entry qualification for investment professionalsOpportunity to complete industry-led Certificate in Advanced Financial Planning Level 6Opportunity 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 healthUse of a private GP service
- On-site facilities:Enjoy the convenience of an on-site staff restaurant and complimentary use of our on-site gymBy joining us, you will be part of an inclusive environment where your learning, wellbeing, and professional growth are a priority.Recruitment process:
- Online application form
- Stage 1 Cognitive Online Assessment
- Stage 2 Behavioural and Motivational Assessment
- Stage 3 Work Simulation and Video Interview
- Assessment centreCandidates should be available to start the graduate programme on Thursday 16 September 2027.We Recognise Potential, Whoever You AreOur purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.
Wealth Trainee
Compensation
£50,000 – £50,000 GBP
City: London, Oxford, Bristol, Birmingham, Chester, Manchester, Leeds, Edinburgh
Country: United Kingdom
GraduateNo visa sponsorshipThe roles provided by a job aggregator is 2027 Wealth Management (Wealth Planning) Graduate Programme. The programme overview includes: - **Programme overview:** A two-year programme designed to prepare participants for a successful career in Wealth Management and provide comprehensive training and development opportunities. - **Who we’re looking for:** + Candidates who are passionate about Wealth Management, resilient in a dynamic environment, able to adapt, and eager to learn. + Strong relationship builders and communicators, comfortable working with high-net-worth and ultra-high-net-worth individuals. + Able to undertake analysis and gain meaningful insights from complex data. + Comfortable working independently and as part of a team, comfortable with innovation, and committed to ethical and impactful decision-making. - **Knowledge, experience and qualifications we’re looking for:** + 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. + Access the industry-led Certificate in Advanced Financial Planning – Level 7 and obtain Certified Financial Planner status. The required skills and capabilities for the role include: - **Numerical ability:** + Exceptional attention to detail, understanding our target audiences, and articulating reasoning. - **Communication skills:** + Strong written and verbal communication skills, adaptable style for different audiences. - **general commercial awareness:** + Broad awareness of world events, enabling connection with people from diverse backgrounds and articulate reasoning. The benefits of joining the programme include: - **Professional qualifications:** + Achieve the IAD, gain experience with the Wealth Planning team, and build a lasting rapport
Full Job Description
Location: London, United Kingdom
Job title: Wealth TraineeDepartment: Wealth Management - Cazenove CapitalSalary: 50,000Start date: Thursday 16 September 2027Location: City of London, LondonAbout Schroders, our parent companySchroders 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 were 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 were 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 audiencesBenefits 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 UKs benchmark entry qualification for investment professionalsOpportunity to complete industry-led Certificate in Advanced Financial Planning Level 6Opportunity 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 healthUse of a private GP service
- On-site facilities:Enjoy the convenience of an on-site staff restaurant and complimentary use of our on-site gymBy joining us, you will be part of an inclusive environment where your learning, wellbeing, and professional growth are a priority.Recruitment process:
- Online application form
- Stage 1 Cognitive Online Assessment
- Stage 2 Behavioural and Motivational Assessment
- Stage 3 Work Simulation and Video Interview
- Assessment centreCandidates should be available to start the graduate programme on Thursday 16 September 2027.We Recognise Potential, Whoever You AreOur purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.
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