2026 Wealth Management Graduate Programme - UK - Schroders

Programme Details

Job Title: Graduate

Department: Wealth Management – Cazenove

Salary: £50,000

Start date: 17th September 2026

Location: City of London, London

Programme Overview

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

Who We’re Looking For

We are seeking graduates 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, truly client‑focused, curious to keep learning, and confident to communicate with integrity and empathy. You should comfortably work both independently and as part of a team, be interested in world events and markets, and possess 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.

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 investment advisory 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 rotational 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.

Qualifications & Experience

• An honours degree or equivalent – we are not fussed about the subject or predicted grade, although 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

• Professional qualifications – achieve the Investment Management Certificate (IMC) in your first few weeks, the UK’s benchmark entry qualification for investment professionals.
• Opportunity to complete the 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 & 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.
• Well‑being support – access to our Employee Assistance Programme, offering 24‑hour confidential counselling and resources on a range of topics, including mental health.
• Access to a private GP service.
• On‑site facilities – enjoy the convenience of an on‑site staff restaurant and complimentary use of our on‑site gym.

Recruitment Process

• Online application form and CV
• Online assessments
• Online video interview
• Assessment centre

Candidates should be available to start the graduate programme on 17th September 2026.

Diversity & Inclusion

We’re an equal opportunities employer. You’re welcome here whatever your socio‑economic background, race, sex, gender identity, sexual orientation, religious belief, age or disability.