Wealth Trainee - Charities

Rathbones Group Plc; Greater London; Hybrid; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Company pension

Private medical insurance

Life assurance

Income protection

Company share scheme

Discretionary bonus

Flexible holidays

Job summary

Rathbones Group Plc in London is seeking a Wealth Trainee to develop core knowledge across investment & portfolio management, client support and service, and regulatory awareness. The role builds foundations for a future career in Investment or Portfolio Management.

You will engage in analysis, research, and learning with mentorship, while supporting client outcomes and business development in a hybrid environment.

Qualifications

• Strong analytical and research capabilities.
• Proficiency with financial systems and tools such as FactSet.
• Understanding of investment principles, risk frameworks and regulatory environment.

Responsibilities

• Deliver a consistent, high‑quality client experience through proactive engagement and clear communication using Rathbones tone of voice.
• Support the team’s suitability requirements, including awareness of vulnerability.
• Develop an understanding of Financial Planning, Portfolio Management and other services to enable holistic client outcomes.
• Assist with investment research, asset allocation, and management of portfolios.
• With support and supervision, interpret market conditions and contribute to investment discussions, model build and portfolio construction.
• Gain proficiency in systems (e.g. FactSet, RID, Seismic) and prepare meeting packs, proposals, suitability documentation and tailored quarterly reporting.
• Develop knowledge of quantitative methods, financial maths, statistics and economics.
• Support the preparation of pitches, proposals, and performance reviews for prospective and existing clients.
• Participate in training on presentation skills, delivering the Rathbones pitch and wider industry awareness.
• Begin building an external network to support future referrals and commercial opportunities.
• Engage in shadowing, mentoring, and collaborative learning with peers and experienced colleagues.
• Attend research meetings, internal forums, and CPD events.
• Demonstrate a proactive approach to self-development and feedback.

Skills

Analytical thinking

Research skills

Financial systems knowledge

Investment principles

Regulatory knowledge

Communication skills

Tools

FactSet

Job description

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients' wealth.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK's most responsible wealth manager.

In business since 1742. A FTSE 250 listed company. Managing more than £113 billion* for our clients. 20+ offices throughout the UK and Jersey.

*Funds under management at 30 September 2025.

Role Title: Wealth Trainee

Division: RIM Charities

Location: London

Contract: Permanent

Working pattern: Hybrid

About the Role

Entry level role to Wealth Management designed to develop core knowledge of investment & portfolio management, client support and service, technical skills, and commercial acumen. The role provides a strong foundation in Wealth Management and builds an understanding of compliance, risk and business development. This role allows future tailoring of career in Investment Management or Portfolio Management.

What you’ll be responsible for

Client Service & Suitability

• Deliver a consistent, high-quality client experience through proactive engagement and clear communication using a Rathbones tone of voice.
• Support the team's suitability requirements, including awareness of vulnerability.
• Develop an understanding of Financial Planning, Portfolio Management and other services to enable holistic client outcomes.

Investment, Portfolio Management & Technical Development

• Assist with investment research, asset allocation, and management of portfolios.
• With support and supervision, interpret market conditions and contribute to investment discussions, model build and portfolio construction.
• Gain proficiency in systems (e.g. FactSet, RID, Seismic) and prepare meeting packs, proposals, suitability documentation and tailored quarterly reporting.
• Develop knowledge of quantitative methods, financial maths, statistics and economics.

Business Development & Growth

• Support the preparation of pitches, proposals, and performance reviews for prospective and existing clients.
• Participate in training on presentation skills, delivering the Rathbones pitch and wider industry awareness.
• Begin building an external network to support future referrals and commercial opportunities.

Team Contribution & Learning

• Engage in shadowing, mentoring, and collaborative learning with peers and experienced colleagues.
• Attend research meetings, internal forums, and CPD events.
• Demonstrate a proactive approach to self-development and feedback.

About you

• Strong analytical and research capabilities.
• Proficiency in financial systems and tools (e.g. FactSet)
• Understanding of investment principles, risk frameworks, and regulatory environment.
• Clear written and verbal communication skills.
• Client-centric mindset with a proactive approach to service.
• Collaborative, curious, and commercially aware.
• Demonstrates integrity, attention to detail, decision making skills and accountability.
• Seeks feedback and strives for continuous improvement.
• Exposure to financial services, investment, or client-facing environments.
• Experience preparing documentation, presentations, or reports.

Our offer to you

We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong.

We offer a comprehensive remuneration package, which we review regularly, and benefits include:

• A company pension - 9% non-contributory or 10% if you contribute 5%
• Private medical insurance - Individual on joining, family after 1 year's service
• Life assurance - 8 x salary
• Income protection - 75% salary
• Company share scheme
• Discretionary bonus
• Flexible holidays - purchase up to 5 additional days
• Green Car Scheme
• Family friendly policies - enhanced family leave for parents & carers
• Study support - study days and funding for courses and qualifications
• Season travel ticket loans
• Volunteering days
• Gym discounts
• Other voluntary benefits you can choose to suit you

Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. These include:

• Sports & Social Committees, such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more.
• Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Menopause Matters@Rathbones' and Armed Forces.
• The NextGen IM Network, which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values.

We’re a Disability Confident Employer (level 2) under the UK Government scheme. This means we've signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online, click here.

Mission

We believe in playing the long game. That means building consistent results, earning trust and doing the right thing - for our clients, our colleagues and the communities we're part of.

Values shape how we work

• We aim high
• We get it done
• We show we care
• We do the right thing