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Job Title: Wealth Trainee
Department: Investment Management
Location: Leeds
Hiring Manager: Senior Investment Director
Contract Type: Permanent
About the Role
This is an entry-level role in Wealth Management designed to develop core knowledge of investment & portfolio management, client support and service, technical skills, as well as an awareness of financial planning and commercial acumen. This role provides a strong foundation in Wealth Management and builds an understanding of compliance, risk, and business development. In this role, you will work towards qualified status.
What you’ll be responsible for
Client Service & Suitability
- 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, investment management, and other services to enable positive, integrated client outcomes.
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Investment, Portfolio Management & Technical Development
- Develop an understanding of financial planning, investment management, and other services to enable positive, integrated client outcomes.
- With support and supervision, interpret market conditions and contribute to investment discussions, model build, and portfolio construction.
- Gain proficiency in systems (e.g., FactSet, RID, Seismic) and prepare meeting packs, proposals, and suitability documentation.
- Develop knowledge of quantitative methods, financial maths, statistics, and economics.
Business Development & Growth
- 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.
Team Contribution & Learning
- 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.
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About you
If you meet some of these criteria and are excited about the role, we encourage you to apply.
- Exposure to financial services, investment, or client-facing environments.
- Experience preparing documentation, presentations, or reports as well as a skilled user of Excel.
- Understanding of investment principles, risk frameworks, and regulatory environment.
- Strong analytical and research capabilities.
- Proficiency in financial systems and tools (e.g., FactSet).
- 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.
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