Wealth Management Trainee — Leeds (2027 Start)

Schroders; Manchester; On-site; GBP 45,000 - 55,000; Full time

Benefits offered by this job

IAD training

CISI Level 7

Immersive training

Buddy system

Wellbeing support

Job summary

Schroders is offering a Wealth Trainee role in Leeds within the Cazenove Wealth Management team. The two-year programme provides hands-on experience across investments, financial planning, and client relationship management, based in Schroders’ private client environment.

The role emphasizes client-focused learning, collaboration with experienced professionals, and participation in ongoing training and networking opportunities to develop professional skills.

Qualifications

• Graduates due to graduate in 2027 or recent graduates with honours degree
• Knowledge of Word, Excel and PowerPoint
• Understanding of target audiences and client service
• Interest in AI and emerging technologies to support client service and innovation

Skills

Numerical ability

Commercial awareness

Growth mindset

Communication skills

Problem solving

Team collaboration

Education

Honours degree

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Schroders is offering a Wealth Trainee role in Leeds within the Cazenove Wealth Management team. The two-year programme provides hands-on experience across investments, financial planning, and client relationship management, based in Schroders’ private client environment.

The role emphasizes client-focused learning, collaboration with experienced professionals, and participation in ongoing training and networking opportunities to develop professional skills.