Wealth Manager Trainee: Rotational Graduate Programme

Graduate Recruitment Bureau; West of England; Hybrid; GBP 27,000 - 36,000; Full time

Benefits offered by this job

Company pension

Private medical insurance

Wellbeing resources

Volunteering days

Gym discounts

Flexible work

Job summary

Rathbones invites graduates to join its Wealth Graduate Trainee programme in the UK, offering a structured two-year rotational pathway across Investment Management and Financial Planning.

You will work towards professional qualifications (Level 4 Diploma, then Level 7 Chartered) and develop a client-centric approach with guidance from experienced colleagues and a strong network across the business.

Qualifications

• 2:1 undergraduate degree required; sponsorship not offered.
• Available to start on 13 September 2027.
• Blind screening process means CV will not be reviewed at any stage.

Responsibilities

• Rotate through areas of the Wealth business over two years.
• Gain hands-on experience in Investment Management and Financial Planning.
• Learn from experienced colleagues and build your professional network.

Skills

Curious & eager to learn

Interest in investments

Strong communicator

Collaborative

Proactive / initiative

Tech-savvy (AI)

Client-focused

Education

2:1 undergraduate degree

Job description

Rathbones invites graduates to join its Wealth Graduate Trainee programme in the UK, offering a structured two-year rotational pathway across Investment Management and Financial Planning.

You will work towards professional qualifications (Level 4 Diploma, then Level 7 Chartered) and develop a client-centric approach with guidance from experienced colleagues and a strong network across the business.