Graduate Wealth Manager Programme

Investment2020; Liverpool; Hybrid; GBP 28,000 - 32,000; Full time

Benefits offered by this job

Pension & protection

Private medical insurance

Volunteer days

Inclusion networks

Job summary

Rathbones in Liverpool is inviting applications for its Wealth Graduate Trainee programme, a two-year rotation designed to develop knowledge in Investment Management and Financial Planning. You'll rotate through Wealth teams and support functions to gain broad exposure.

Starting 13 September 2027, you'll work with mentors, pursue professional qualifications (Level 4 and Level 7), and build your professional network while aligning with Rathbones values.

Qualifications

• 2:1 undergraduate degree in any subject.
• Available to start on 13 September 2027.
• No sponsorship offered for this role.

Responsibilities

• Rotate through Wealth areas including Investment Management and Financial Planning.
• Spend time with teams that support Wealth Management success.
• Develop professional qualifications and build a network.

Skills

Curiosity

Communication

Teamwork

Investments interest

Tech interest

Education

2:1 degree

Job description

You will join as part of the Investment20/20 programme.

Location: Liverpool

Start Date: 13 th September 2027

Start your career with purpose

At Rathbones, we help people invest their money well, so they can live well.

Whether you’re already interested in wealth management or exploring it as a career for the first time, our Graduate Programme will help you build your knowledge, develop professional skills and start building a career that’s right for you.

Why Rathbones?

At Rathbones, you’ll be part of a business that invests in its people and supports them to grow over the long term. You’ll learn from experts in their field, build professional qualifications and develop connections that will support your career.

The way we work is guided by four values:

• We aim high by continually learning, developing and looking for ways to improve
• We get it done by taking ownership and delivering on our commitments
• We show we care by supporting our clients, colleagues and communities
• We do the right thing by acting with integrity and building trust

You’ll be trusted to bring your ideas, learn from others and grow your career in a way that’s true to these values.

What is wealth management?

Wealth management brings financial planning and investment management together into a single, coordinated service, helping clients make informed decisions, manage their wealth with confidence and plan for the future.

As a Wealth Graduate Trainee, you’ll be training to become a Wealth Manager, with exposure to a range of enabling business areas, and specialisms such as Investment Management, Portfolio Management, Financial Planning and Wealth Planning.

What your journey could look like

Over two years, you’ll rotate through different areas of our Wealth business, including Investment Management and Financial Planning. You’ll also spend time in teams that support the success of our Wealth Management business, such as Research, Operations, Investment Risk and Business Development.

Your first few months

• Learn about Rathbones, our clients and how we work
• Build relationships across the business
• Start working towards your professional qualifications
• Develop your understanding of wealth management and financial markets

Throughout the programme

• Gain hands‑on experience across a range of teams
• Build technical knowledge and practical skills
• Learn from experienced colleagues and industry professionals
• Develop your professional network

Towards the end of the programme

• Continue your professional development and qualifications
• Explore opportunities to move into a permanent client‑facing role

Support every step of the way

We’ll support you throughout your programme with:

• A buddy to help you settle in
• Professional qualifications (Level 4 Investment Advice Diploma), followed by relevant Level 7 qualifications such as Chartered Wealth Manager or Chartered Insurance Institute on successful completion of the programme
• Continued development, including an assigned mentor, in‑person and online facilitated learning and opportunities to build your professional network
• Opportunities to connect with other graduates and early‑career colleagues, both internally and externally

As a graduate, you’ll also join our NextGen Network, bringing together trainees from across the UK to build connections, share experiences and support one another throughout the early stages of their careers.

What makes a successful graduate at Rathbones?

You don’t need a finance degree or previous industry experience.

We’re looking for people who are:

• Curious and eager to learn
• Interested in investments and financial markets
• Strong communicators who enjoy building relationships
• Collaborative and respectful of others
• Comfortable taking initiative and getting involved
• Interested in technology, including automation and AI

What we offer

We invest in our people, starting with you. Alongside the development opportunities available through the Graduate Programme, you’ll have access to a range of benefits designed to support you at work and beyond.

• Financial support and protection – Pay, pension, protection and savings that help you feel secure today and plan for tomorrow. This includes benefits such as our company pension, life assurance, income protection and share schemes.
• Health and wellbeing – Support for your physical and emotional wellbeing, including private medical insurance, wellbeing resources and benefits designed to help you stay healthy and thrive.
• Life outside work – Benefits that help you make the most of life beyond work, including volunteering days, seasonal travel support and gym discounts, alongside flexibility that helps you balance the things that matter most to you.
• Connections and community – you’ll have opportunities to connect with colleagues through sports teams, charity initiatives, social activities and our colleague‑led inclusion networks. These communities bring people together to share experiences, learn from one another and build meaningful connections across the business.

Eligibility requirements

To apply, you’ll need:

• A 2:1 undergraduate degree in any subject
• To be available to start on 13 September 2027
• Unfortunately, sponsorship cannot be offered for this role

We welcome applications from graduates from all degree disciplines. You don’t need a finance‑related degree to apply.

What’s the application process?

• Application Questions: To apply, you will need to answer 3 application questions to showcase your transferable skills. Rathbones operate a blind screening process so your CV will not be reviewed by the team at any stage of this process.
• Online assessment & Video interview: a chance to share your motivations, skills, and personality.
• Teams Interview with the GRB Rathbones team
• Assessment Centre (Liverpool office – 24th November) : meet our team, experience our culture, and see why Rathbones is the right place for you.
• Final Interview (Online – early December) – competency based interview

Rathbones operate a blind screening process meaning your CV will not be seen by the team at any stage. Please therefore use the application questions as an opportunity to showcase your transferable skills, drawing on evidence from your experiences that you feel are specifically transferable to this role.

Examples could include any hobbies, extracurricular activity, academic projects, work experience or voluntary experience you may have.This can, but does not need to directly relate to the industry. Your examples should be recent, and where possible have taken place within the last 2 years.

Applications will close on Monday 5 October . Please note that the application window may close early if we receive a high volume of applications, so we encourage you to apply as soon as you’re ready.

We’re committed to an inclusive recruitment experience

We want everyone to have the opportunity to perform at their best throughout the recruitment process.As a Disability Confident employer (level 2) under the UK Government scheme, we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities.

If you need adjustments at any stage of the recruitment process, please let us know by contacting [e-mail] .