2027 Wealth Management (Portfolio Management) Graduate Programme

This is Schroders' two-year Wealth Trainee Programme at Cazenove Capital, the group's UK wealth business. The posting lists the job title as Wealth Trainee, the department as Wealth Management - Cazenove Capital, a salary of £50,000, and a start on Thursday 16 September 2027 in the City of London. Source

The programme is described as structured and broad: two years across Cazenove's teams, based in one of its Private Client teams, developing 'a strong understanding of investments, financial planning, and client relationship management'. Cazenove's offices are listed as London, Oxford, Bristol, Birmingham, Chester, Manchester, Leeds and Edinburgh; this posting is the London seat. Source

Read the bracket as the side of private-client work you lean towards, not as a fund-management desk. The posting's own title for the job is Wealth Trainee, the work is with private clients, and the sibling posting bracketed Wealth Planning covers the planning side. Portfolio management here means running discretionary portfolios for individuals, charities and family offices, not a seat on the Schroders fund floor.

The posting names Cazenove Capital and says you will be based in one of its Private Client teams, but it does not say which. The team allocation happens 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

Trainees take the Investment Advice Diploma (IAD) 'in your first few weeks', which the posting calls the UK's benchmark entry qualification for investment professionals, with the opportunity to go on to the CISI Chartered Wealth Manager Qualification at Level 7. Source

Other stated benefits are immersive training, senior-led 'Coffee Hours', a dedicated buddy, an Employee Assistance Programme with 24-hour confidential counselling, a private GP service, and an on-site restaurant and gym. 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 September 2027 start posted on 3 September 2026 is the annual graduate cycle, opened a full year ahead. The IAD in the first weeks and the Level 7 wealth-manager route after it tell you what the two years are for: qualifying as an investment adviser and building towards a client book. Treat this as a private-wealth career track, not a look around Schroders.

No closing date is stated. With four assessment stages ending in an assessment centre, assume rolling review and apply in the autumn of 2026 rather than waiting for a deadline that may never be published.

You should be due to graduate in 2027 or have recently graduated, and be on track to achieve, or already hold, an honours degree or equivalent. All degree subjects are welcome, and you will be in your final year of study or already graduated. Source

The six capabilities listed are numerical ability with attention to detail, general commercial awareness, a growth mindset and curiosity, communication skills including comfort speaking to clients in person or over the phone, innovation and problem-solving, and collaboration and relationship building. Source

Also required: a good working knowledge of Word, Excel and PowerPoint, the ability to understand the firm's target audiences, and 'a healthy interest in the benefits of AI and how emerging technologies can support client service'. Candidates must be available to start on Thursday 16 September 2027. Source