Wealth Management Graduate Trainee

Graduate Trainee – Wealth Management (Cazenove Capital)

Start date: 17th September 2026

Salary: £50,000

Location: Birmingham

At Schroders, our two‑year Graduate Programme provides a unique opportunity to gain broad experience across our award‑winning teams. Based in one of our Cazenove Capital offices – in London, Oxford, Bristol, Birmingham, Chester, Manchester, Leeds, and Edinburgh – this structured programme is designed to develop your skills, expand your industry knowledge, and prepare you for a successful career in Wealth Management.

We are looking for graduates who are passionate about Wealth Management, resilient in a dynamic environment, and eager to build lasting relationships with clients from all walks of life. Analytical, proactive, client‑focused, curious, and confident.

• Numerical ability:
  Exceptional attention to detail, ability to analyse complex data, identify errors and draw insights.
• General commercial awareness: broad awareness of world events, connect with diverse backgrounds.
• Growth mindset & curiosity: proactive, eager to learn, positive mindset, committed to self‑development.
• Communication skills: strong written and verbal communication, adapt style for different audiences, comfortable speaking to clients.
• Innovation & problem‑solving: analytical thinker, understand client issues, adapt quickly, develop practical solutions.
• Collaboration & relationship building: empathetic, strong listener, work well in teams, build rapport, foster teamwork and trust.

Cazenove Capital is the dedicated Wealth Management business of the Schroder Group in the UK, renowned for specialist financial solutions to high‑net‑worth individuals, family offices, charities, and their advisers. As a graduate you will gain hands‑on experience through a broad programme across core areas while based in a Private Client and Wealth Planning team. You will collaborate with experienced professionals, work closely with clients, and develop a strong understanding of investments, financial planning, and client relationship management.

• Honours degree or equivalent (STEM or finance related degrees beneficial).
• Final year of study or already graduated.
• Good working knowledge of document production software:
  Microsoft Word, Excel, PowerPoint.
• Ability to understand our target audiences.

• Professional qualifications: achieve the Investment Advice Diploma (IAD) and the Chartered Wealth Manager Qualification (CISI) – Level 7.
• Comprehensive training: immersive sessions covering industry knowledge, technical skills, and essential soft skills.
• Senior networking opportunities: attend exclusive "Lunch and Learns" and "Coffee Hours" with senior leaders.
• Buddy system: paired with dedicated buddy.
• Wellbeing support: access to Employee Assistance Programme.

• Online application form and CV
• Interview (HR)
• Interview (Wealth business)
• Final interview / assessment centre

Diversity is at the heart of our culture. We strive to ensure inclusion at every level and are an equal opportunities employer. Whatever your socio‑economic background, race, sex, gender identity, sexual orientation, religious belief, age or disability, you are welcome here.

You will join as part of the Investment
20/20 programme and will have opportunities to meet and network with trainees across the industry, participate in technical training, insight events and socials.