Jobster
2026 Wealth Management Graduate Trainee (Leeds) - Studentjob.co.uk
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Job Description
Job title: Graduate
Department: Wealth Management - Cazenove Capital
Salary: £50,000
Start date: 17th September
Location: Leeds
Programme overview:
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, which are 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.
Who we're looking for:
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. You will excel if you are analytical, proactive, and truly client-focused, with the curiosity to keep learning and the confidence to communicate with integrity and empathy. You should be comfortable working both independently and as part of a team, be interested in world events and markets, and have a strong desire to solve problems, innovate, and help clients reach their financial goals.
Required skills and capabilities:
- Numerical ability: Exceptional attention to detail, with the ability to analyse complex data using critical thinking, identify errors and draw meaningful insights.
- General commercial awareness: Broad awareness of world events, enabling you to connect with people from diverse backgrounds and articulate your reasoning.
- Growth mindset & curiosity: Proactive, eager to learn and adapt, with a positive mindset and commitment to self-development and learning.
- Communication skills: Strong written and verbal communication skills, able to adapt your style for different audiences and comfortable speaking to clients in person or over the phone.
- Innovation & problem-solving: Analytical thinker who can understand client issues, adapt quickly, and use available tools and knowledge to develop practical and effective solutions.
- Collaboration & relationship building: Empathetic and a strong listener, able to work well within teams, build rapport easily, and foster teamwork and trust.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
If you want to begin your career in Wealth Management by working with experts, helping clients, and developing broad professional skills, we would love to hear from you.
The team:
Cazenove Capital is the dedicated Wealth Management business of the Schroder Group in the UK, renowned for providing specialist financial solutions to high-net-worth individuals, family offices, charities, and their advisers. Leveraging the investment expertise of both Cazenove Capital and Schroders, as well as carefully selected external providers, we deliver leading portfolio management, banking, and wealth planning services. Our longstanding client relationships and commitment to the highest standards of professionalism and integrity have established us as a leader in private wealth management.
As a graduate, you will gain hands-on experience through a broad programme across core areas of our Wealth business while based in one of our Private Client and Wealth Planning teams.
You will collaborate with experienced professionals, work closely with clients, and develop a strong understanding of investments, financial planning, and client relationship management.
Knowledge, experience and qualifications we're looking for:
- An honours degree or equivalent - we're not fussed when it comes to your degree subject or predicted grade, however a STEM or finance related degree would be beneficial
- You will be in your final year of study or already graduated
- A good working knowledge of document production software, including Microsoft Word, Excel, and PowerPoint
- The ability to understand our target audiences
Benefits of joining us:
When you join our graduate programme at Schroders, you will benefit from a wide range of professional and personal development opportunities, including:
- Professional qualifications:
- achieve the Investment Advice Diploma (IAD) in your first few weeks - the UK's benchmark entry qualification for investment professionals
- Opportunity to complete industry led Chartered Wealth Manager Qualification (CISI) - Level 7
- Comprehensive training:
- access immersive training sessions covering industry knowledge, technical skills, and essential soft skills to help you adapt, thrive, and make an impact from day one
- Senior networking opportunities:
- attend exclusive "Lunch and Learns" and "Coffee Hours" hosted by senior leaders, allowing you to build your network within the industry
- Buddy system:
- be paired with a dedicated buddy to support your transition into both the programme and the wider business
- Wellbeing support:
- access to our Employee Assistance Programme, offering 24-hour confidential counselling and resources on a range of topics, including mental health
Get help with your application
Your very own career expert that helps elevate your application to the next level.
By joining us, you will be part of an inclusive environment where your learning, wellbeing, and professional growth are a priority.
Recruitment process:
- Online application form and CV
- Interview (HR)
- Interview (Wealth business)
- Final interview/ assessment centre
Candidates should be available to start the graduate programme on 17th September 2026.
We're looking for the best, whoever they are:
Diversity is at the heart of our culture. We strive to ensure inclusion at every level, to ensure that our actions match our words, and that our culture of belonging defines how we do business. We are an equal opportunities employer. You're welcome here whatever your socio-economic background, race, sex, gender identity, sexual orientation, religious belief, age or disability.
Investment20/20
You will join as part of the Investment20/20 programme and will have opportunities to meet and network with trainees across the industry, as well as participate in technical training, insight events and socials.
Please note that you won't receive an update on your application until mid-July as we finalise integration of our new online assessment platform. Thank you for your patience in advance.
About Us
We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.
We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.
Jobster
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills