Wealth Trainee: Fast-Track to Client Advisory

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

Benefits offered by this job

IAD Diploma

CISI Level 7

Immersive training

Senior networking

Buddy system

Wellbeing programme

Job summary

Schroders invites graduates to join its two-year Wealth Trainee Programme in the Cazenove offices (London, Oxford, and other UK locations). You will gain broad experience across wealth management and work closely with private clients.

The programme develops investment, financial planning and client relationship skills, with hands-on client exposure and mentoring. You will pursue professional qualifications including the Investment Advice Diploma and CISI Level 7.

Qualifications

• Graduate in 2027 or recently graduated with an honours degree (or equivalent).
• Working knowledge of Word, Excel and PowerPoint.
• Ability to understand target audiences.
• Interest in AI and how emerging tech can support client service, efficiency and innovation.

Responsibilities

• Gain hands-on experience across Wealth Management with private clients.
• Collaborate with experienced professionals within the Wealth Trainee Programme.
• Develop skills in investments, financial planning and client relationship management.

Skills

Numerical ability

General commercial awareness

Growth mindset & curiosity

Communication skills

Innovation & problem-solving

Collaboration & relationship building

Education

Honours degree

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Schroders invites graduates to join its two-year Wealth Trainee Programme in the Cazenove offices (London, Oxford, and other UK locations). You will gain broad experience across wealth management and work closely with private clients.

The programme develops investment, financial planning and client relationship skills, with hands-on client exposure and mentoring. You will pursue professional qualifications including the Investment Advice Diploma and CISI Level 7.