Wealth Trainee - Charities

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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.

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.

• 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 toenable 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. Fact Set, 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.

• Strong analytical and research capabilities.
• Proficiency in financial systems and tools (e.g. Fact Set)
• 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.

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
• 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
• 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…