2027 Wealth Management (Wealth Planning) Internship Programme

Schroders; Greater London; Hybrid; GBP 33,000 - 41,000; Full time

Benefits offered by this job

On-site staff restaurant

On-site gym

Private GP service

Buddy system

Recruitment into 2028 Graduate Program

Job summary

Schroders invites applications for a 10-week Summer Internship in Wealth Management – Wealth Planning in City of London. You will be embedded in live projects, receive comprehensive training, and learn from senior professionals to understand how wealth planning supports clients’ financial goals.

Ideal candidates are in their second year (graduating 2028) with curiosity about markets, strong teamwork, and excellent communication.

Qualifications

• Analytical and proactive with a client focus.
• Comfortable speaking with clients in person or on the phone.
• Ability to connect with people from diverse backgrounds.

Responsibilities

• Assist Wealth Planning team with live projects.
• Gain hands-on exposure to financial planning and investments.
• Support client relationship management and documentation.

Skills

Attention to detail

Analytical thinking

Client-focused

Written & verbal communication

Problem solving

Team player

Curiosity about markets

Education

Completed 2nd year of studies, graduation 2028

All degree subjects welcome

Tools

Microsoft Word

Excel

PowerPoint

Job description

Job title:

Intern

Department:

Wealth Management – Wealth Planning

Salary:

£37,000 pro-rated over the 10 week internship

Start date:

Monday 14 June 2027

Location:

City of London, London

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:

Our 2027 London Summer Internship Programme runs for 10 weeks, starting on Monday 14 June 2027 and finishing on Friday 20 August 2027. This internship is designed to give you a unique introduction to the asset and wealth management industry, specifically within the Wealth Planning team, and offers valuable insight into how your chosen department operates within Schroders.

Throughout the programme you will:

• Take part in comprehensive introductory training to build your understanding of the business

• Be assigned to a team (Wealth Planning) where you will contribute to live projects and gain meaningful hands‑on experience

• Shadow experienced professionals and learn directly from leaders in the field

• Have opportunities to network with colleagues and other interns, helping you build connections for your future career

This internship provides practical experience, skill development, and a strong foundation for those interested in pursuing a career in the Wealth Management sector.

Who we’re looking for:

We are looking for interns 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:

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

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

• Proactive, eager to learn and adapt, with a positive mindset and commitment to self‑development and learning.

• 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.

• Analytical thinker who can understand client issues, adapt quickly, and use available tools and knowledge to develop practical and effective solutions.

• 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 an Intern, you will gain hands‑on experience through core areas of our Wealth business. 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:

• When the internship commences, you will have completed your second year of studies and will be on track to graduate with a degree (or equivalent) in 2028

• We welcome applications from all degree subjects

• Please note that we do not accept applications from students in their final year who intend to undertake further study (e.g. a Master’s degree) before entering employment.

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

• 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 our internship programme at Schroders, you will benefit from a wide range of professional and personal development opportunities, including:

• Comprehensive training: Access immersive training sessions focused on building industry knowledge, technical expertise, and essential soft skills to help you adapt quickly and make a meaningful impact

• Senior networking opportunities: Attend “Coffee Hours” led by senior leaders, providing opportunities to connect and grow your professional network

• Buddy system: Be paired with a dedicated graduate buddy who will guide and support your integration into the team and wider business

• Potential for future opportunities: The chance to secure a place on our 2028 Graduate Programme, subject to performance feedback

• End‑of‑programme event: Celebrate your achievements alongside other interns, placement year students and line managers at a dedicated event at Schroders HQ

• On‑site facilities: Enjoy the convenience of an on‑site staff restaurant and complimentary use of our on‑site gym

• Use of a private GP service

By 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 centre

Candidates should be available to start the internship programme on Monday 14 June 2027 until Friday 20 August 2027.

We Recognise Potential, Whoever You Are

Our 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.