2027 Wealth Management (Wealth Planning) Internship Programme

This is a ten-week London summer internship in Schroders' wealth arm, Cazenove Capital, running from Monday 14 June to Friday 20 August 2027 and paid £37,000 pro-rated over the ten weeks. The posting lists the job title simply as Intern, the department as Wealth Management - Wealth Planning, and the location as the City of London. Source

Wealth Planning is the financial-planning side of the wealth business. The posting says you will be assigned to the Wealth Planning team to contribute to live projects, shadow experienced professionals, and develop 'a strong understanding of financial planning, investments, and client relationship management', and it expects you to be comfortable speaking to clients in person or over the phone. Source

'Wealth Management' in a Schroders title means Cazenove Capital, the group's UK private-client business, not the Schroders fund-management floor. The bracket is the seat: this one is planning, meaning how a client's money, tax and goals fit together, while the sibling posting bracketed Portfolio Management is the investing seat. Apply for the bracket that matches the work you want, because the intake is departmental.

The posting names the department, Wealth Planning, and says you will be assigned to a team inside it, but it does not name that team. Which planners you sit with is decided after the offer.

Cazenove Capital is described in the posting as the dedicated wealth management business of the Schroder Group in the UK, serving high-net-worth individuals, family offices, charities and their advisers, and delivering portfolio management, banking and investment advisory services using the investment expertise of Cazenove Capital and Schroders plus selected external providers. Source

Schroders describes itself as a global investment manager established in 1804, with around 5,500 people across 36 locations, providing active asset management, wealth management and investment solutions to pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, family offices and high-net-worth individuals. Source

The internship's stated benefits are introductory training, senior-led 'Coffee Hours', a dedicated graduate buddy, an end-of-programme event at Schroders HQ alongside placement-year students and line managers, an on-site restaurant and gym, and a private GP service. Source

The posting states the conversion route in one line: 'the chance to secure a place on our 2028 Graduate Programme, subject to performance feedback'. Source

The recruitment process is listed as an online application form, a Stage 1 cognitive online assessment, a Stage 2 behavioural and motivational assessment, a Stage 3 work simulation and video interview, and then an assessment centre. Source

A 2027 summer intake posted on 3 September 2026 with an explicit 2028-graduate conversion line is the annual campus cycle. The ten weeks are the interview for the 2028 graduate programme, and 'subject to performance feedback' means the return offer is earned on the desk, not handed out at the end-of-programme event.

No closing date is given. With four assessment stages before an assessment centre, the real deadline is well before any stated one would be: apply in September or October 2026 rather than in the new year.

You must have completed your second year of study when the internship starts and be on track to graduate with a degree or equivalent in 2028. All degree subjects are welcome. Source

Schroders states that it does not accept applications from students in their final year who intend to undertake further study, such as a Master's degree, before entering employment. Candidates must be available for the full run, 14 June to 20 August 2027. Source

The listed requirements are exceptional attention to detail with the ability to analyse complex data, broad awareness of world events, strong written and verbal communication including with clients, a proactive and adaptable mindset, working knowledge of Word, Excel and PowerPoint, and 'a healthy interest in the benefits of AI'. Source