2026 Wealth Management Apprenticeship Programme in City of London

Apprenticeship Standard: Level 4 – IDA Investment Advice Diploma

Department: Wealth Management, Cazenove Capital

Salary: £27,000 pa plus benefits

Start date: 7 September 2026

Location: City of London, London

Programme Overview

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.

Investment20/20

You will join as an apprentice as part of the Investment20/20 programme. You will have opportunities to meet and network with apprentices across the industry, as well as participate in technical skills training, socials and insight events.

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 Schroder’s 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

• Must be 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 uncertain whether university is the right path
• Are not enrolled in another government‑funded apprenticeship or further education programme when you start with us
• Are ambitious, enthusiastic and eager to learn about the industry
• Have flexible, keen eye for detail and good IT skills
• Have an entrepreneurial mindset and natural flair for developing relationships

Qualifications Required

• A‑levels (or equivalent) in any subjects – no minimum UCAS points required
• Level 2 in 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
• Problem‑solving mindset and numeracy
• Experience in providing excellent customer service is beneficial

Recruitment Process

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

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.

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 us. 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 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. We are an equal opportunities employer. All applicants will receive a prompt and confidential response as soon as possible.