Wealth Trainee: Fast-Track to Private Wealth Management

Schroders; Greater Manchester; On-site; GBP 43,000 - 58,000; Full time

Benefits offered by this job

Investment Advice Diploma (IAD)

Chartered Wealth Manager Qualification

Immersive training

Coffee Hours with senior leaders

Buddy system

Employee Assistance Programme

Job summary

Schroders is launching a two-year Wealth Trainee Programme based in the Cazenove Wealth Management teams, with a start date of September 2027 and a location in Manchester. You will gain broad experience across award-winning teams, developing skills in investments, financial planning and client relationship management.

The programme emphasizes professional qualifications, immersive training, senior networking, buddy support, and wellbeing resources to support your growth from day one.

Qualifications

• Due to graduate in 2027 or recent graduate with honours degree.
• Proficient with Word, Excel and PowerPoint.
• Understanding target audiences.
• Interest in AI and emerging technologies for client service and innovation.

Skills

Numerical ability

Commercial awareness

Growth mindset

Curiosity

Communication skills

Innovation & problem-solving

Collaboration & relationship building

Education

Honours degree

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Schroders is launching a two-year Wealth Trainee Programme based in the Cazenove Wealth Management teams, with a start date of September 2027 and a location in Manchester. You will gain broad experience across award-winning teams, developing skills in investments, financial planning and client relationship management.

The programme emphasizes professional qualifications, immersive training, senior networking, buddy support, and wellbeing resources to support your growth from day one.