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- Tasks: Support Portfolio Managers in managing client portfolios and delivering excellent client service.
- Company: Join Schroders, a leading global investment manager with a rich history.
- Benefits: Gain hands-on experience, professional qualifications, and build a valuable industry network.
- Why this job: Kickstart your career in investment management with real-world experience and training.
- Qualifications: Recent school or college leaver with A-levels or equivalent; no minimum UCAS points required.
- Other info: Diverse and inclusive culture, with opportunities for personal and professional growth.
The predicted salary is between 800 - 1400 £ per month.
You will join as part of the Investment20/20 programme. Schroders' two-year apprenticeship programmes give school and college leavers a hands-on introduction to investment management and the opportunity to develop key skills, gain professional qualifications and build an industry network. We have a wide range of opportunities across our business.
The Team: We're looking for an Apprentice to join our Wealth Management division known as Cazenove Capital, which is part of the Schroders group. Someone who is passionate about delivering excellent client service and investment management for our clients. We want someone who can work alongside our Portfolio Managers, with the desire and curiosity to learn their job as well as your own. You'll do it by getting to grips with the analysis, checks and balances that keep our clients' portfolios in great shape. You'll be busy, hands-on and can-do. You'll learn your way around the foundations of investment, tune into clients' needs, and keep Portfolio Managers informed and up-to-date.
What you'll do:
- Support Portfolio Managers and Directors in managing client portfolios in compliance with regulations while fostering trust.
- Serve as a client contact, responding to inquiries promptly and maintaining records.
- Assist with planning and attending client meetings, and prepare related materials and reports.
- Manage account openings for new clients and additional portfolios for existing clients.
- Join fund manager meetings and internal discussions to share insights.
- Help Portfolio Managers with investment recommendations and implement approved changes.
- Assess portfolio suitability and performance, preparing investment proposals.
- Execute trades and handle administrative tasks, including transaction statement reviews.
- Keep colleagues informed about client portfolios and any pertinent changes.
- Balance daily tasks with longer-term projects while managing inquiries.
- Participate in our industry leading in-house presentation programme.
- Uphold Schroders' core values: Excellence, Innovation, Teamwork, Passion, and Integrity.
About Cazenove Capital and Schroders Wealth Management: We provide a wide range of wealth management services, designed to meet the individual needs of our clients, from complex financial planning and portfolio management services to high net worth and ultra-high net worth private individuals, family offices, businesses and pension plans. We also offer discretionary fund management services to external advisers and are the leading charity fund manager in the UK. Our UK and Channel Islands businesses operate under the Cazenove Capital brand while our Swiss, Asian and UK-based SEC registered subsidiaries operate under the Schroders Wealth brand. The combined heritage of Schroders and Cazenove Capital is unique in the investment world.
Who we're looking for:
- Are living in England and have been ordinarily resident in the UK for at least three years prior to the apprenticeship start date.
- Will be aged 18 or over by 7 September 2026.
- Are a recent school or college leaver (A-levels, BTECs or equivalent), or are unsure whether university is the right path for you.
- Are not enrolled in another government-funded apprenticeship or further education programme when you start with us.
- Are ambitious and enthusiastic, eager to learn about the industry.
- Flexible with a keen eye for detail and good IT skills.
- Natural flair for developing relationships and an entrepreneurial mindset.
Qualifications required:
- A-levels (or equivalent) in any subjects – no minimum UCAS points required.
- Level 2 in both English and Maths (GCSE grade 9-4 or equivalent) for those undertaking a level 3 or higher apprenticeship.
Skills that will help:
- Flexible approach and willingness to engage in various tasks and projects.
- Attention to detail and accuracy.
- Numerate with a problem-solving mindset.
- Experience in providing excellent customer service is beneficial.
Ultimately, we can teach what you need to know about the job; we just need you to bring your drive, passion and enthusiasm to make the most of the opportunity to start building your career.
Please note we recruit on a rolling basis so recommend you apply early. Please only apply for one school leaver role. We encourage candidates to carefully review the available school leaver opportunities and select the one that best matches their interests and skills before submitting an application. Applying to multiple programmes may delay the recruitment process and could result in your applications being withdrawn. If you are unsure which role is the best fit, we recommend reading each job description thoroughly and reaching out if you have any questions before applying.
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.
Reasonable Adjustments: If you require reasonable adjustments to complete the online test or video interview, including additional time, please contact schroders.support@aon.com. Please note that a maximum of 25% extra time can be provided for the online test, if appropriate.
Technical Issues: If you experience any technical issues, please email schroders.support@aon.com and provide details of your query.
Extension to Deadline: Please endeavour to complete the video interview within the 7-day window. Extensions are discretionary and may not always be possible due to recruitment timelines.
About Schroders: 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.
Wealth Management Apprenticeship Programme in London employer: Investment2020
Contact Detail:
Investment2020 Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Apprenticeship Programme in London
✨Tip Number 1
Network like a pro! Attend industry events, webinars, and meet-ups to connect with professionals in wealth management. The more people you know, the better your chances of landing that apprenticeship.
✨Tip Number 2
Prepare for interviews by researching Schroders and Cazenove Capital. Understand their values and services so you can show genuine interest and ask insightful questions during your chat.
✨Tip Number 3
Practice your communication skills! Whether it’s through mock interviews or casual chats with friends, being able to articulate your thoughts clearly will set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, keep an eye on our rolling recruitment – the sooner you apply, the better!
We think you need these skills to ace Wealth Management Apprenticeship Programme in London
Some tips for your application 🫡
Do Your Research: Before you start writing your application, take some time to learn about Schroders and the Wealth Management division. Understanding our values and what we do will help you tailor your application and show us that you're genuinely interested.
Be Yourself: We want to see the real you in your application! Share your experiences, interests, and what drives your passion for investment management. Authenticity goes a long way in helping us get to know you better.
Highlight Relevant Skills: Make sure to showcase any skills or experiences that align with the role. Whether it's customer service experience or teamwork, let us know how these skills can contribute to your success in the apprenticeship.
Apply Early: We recruit on a rolling basis, so don’t wait until the last minute to submit your application. The sooner you apply through our website, the better your chances of securing a spot in this exciting programme!
How to prepare for a job interview at Investment2020
✨Know Your Stuff
Before the interview, make sure you understand the basics of wealth management and investment principles. Familiarise yourself with Schroders and Cazenove Capital's services, values, and recent news. This will show your genuine interest and help you engage in meaningful conversations.
✨Show Your Passion
During the interview, express your enthusiasm for the role and the industry. Share any relevant experiences or projects that demonstrate your commitment to client service and investment management. Remember, they want someone who is eager to learn and grow!
✨Ask Smart Questions
Prepare thoughtful questions to ask your interviewers about the apprenticeship programme, team dynamics, and growth opportunities. This not only shows your curiosity but also helps you assess if the role aligns with your career goals.
✨Be Yourself
Authenticity goes a long way! Be honest about your skills and experiences, and don’t be afraid to share your personality. They’re looking for someone who fits into their culture, so let your true self shine through during the interview.
