Wealth Management Graduate Trainee – Bristol

Schroders; West of England; On-site; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Professional qualifications

Immersive training

Senior networking

Buddy system

Wellbeing support

Job summary

Schroders is recruiting for a Wealth Trainee based in Bristol, joining the Wealth Management - Cazenove team. The two-year programme offers broad exposure across award-winning teams, with hands-on experience in investments, financial planning, and client relationship management.

You will graduate in 2027 or recently, possess an honours degree, and demonstrate analytical ability, proactivity and strong communication.

Qualifications

• You should be due to graduate in 2027, or have recently graduated.
• Strong working knowledge of Word, Excel and PowerPoint.
• Ability to understand target audiences.
• Interest in AI and how emerging technologies can support client service.

Responsibilities

• Gain broad exposure across Wealth Management teams.
• Work with Cazenove Capital and Schroders to support investments and client relationships.
• Develop skills in financial planning and wealth management.

Skills

Numerical ability

General commercial awareness

Growth mindset & curiosity

Communication skills

Innovation & problem-solving

Collaboration & relationship building

Education

Honours degree or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Job description

Schroders is recruiting for a Wealth Trainee based in Bristol, joining the Wealth Management - Cazenove team. The two-year programme offers broad exposure across award-winning teams, with hands-on experience in investments, financial planning, and client relationship management.

You will graduate in 2027 or recently, possess an honours degree, and demonstrate analytical ability, proactivity and strong communication.