2026 Wealth Management Graduate Trainee (Leeds)
Schroders —Manchester
- £50,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
IFA Administrator
Christian Douglass Group Ltd —Manchester
- £24,500 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
10h
Client Relations Administrator
Mattioli Woods —Stockport
- Full-time
- Hybrid work
- Financial services
- Phone etiquette
Administrator (Financial Services)
Cheetham Jackson Ltd —Sale
- From £24,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Administrative experience
- Health & wellbeing programme
- Annual leave
Quick apply
4d
Pensions Administrator
K3 Advisory Group —Stockport
- £25,000 - £26,000 a year
- Full-time
- IT
- Financial services
- Communication skills
- Annual leave
Quick apply
11d
Pensions Administrator
Broadstone Corporate Benefits Limited —Manchester
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
IFA Administrator
K3 Advisory Group —Manchester
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Communication skills
- Profit sharing
Quick apply
12d
Client Manager
Equilibrium Financial Planning —Wilmslow
- £32,000 - £50,000 a year
- Annual leave
Paraplanner
Eventus Recruitment Group —Manchester
- £45,000 a year
- Hybrid work
- Financial services
- Flexible schedule
Policy Administrator
Healthy Investment —Bury
- £24,450 a year
- Full-time
- Microsoft Excel
- Customer service
- English
- Free parking
- Life insurance
Quick apply
12d
Senior Pension Administrator
Aptia Group —Manchester
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
Paraplanner
K3 Advisory Group —Manchester
- Full-time
- Hybrid work
- Profit sharing
Quick apply
12d
Employee Benefits Administrator
K3 Advisory Group —Manchester
- Hybrid work
- Microsoft Office
- Organisational skills
- IT
Quick apply
Financial Planning Client Administrator
Evelyn Partners —Manchester
- Full-time
- Organisational skills
- IT
- In-person
Quick apply
Senior Client Manager
Equilibrium Financial Planning —Wilmslow
- £50,000 - £70,000 a year
- Annual leave
- Work from home
Paraplanner
Perspective Financial Group —Crewe
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Senior Pensions Administrator
First Actuarial —Manchester
- Hybrid work
- Microsoft Excel
- Communication skills
- Employee stock purchase plan
- Life insurance
Paraplanner
PM+M —Blackburn
- Overtime
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Sick pay
Quick apply
Paraplanner (Chorley)
Perspective Financial Group —Chorley
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Principal Pensions Administrator
3173 —Manchester
- Full-time
- Remote
- Presentation skills
- Organisational skills
- Leadership

I want to receive the latest job alerts for financial advisory support occupations in burnage, gtm

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

2026 Wealth Management Graduate Trainee (Leeds)

Schroders -
Manchester

Apply Now

Job details

Full-time
£50,000 a year

Benefits

Employee assistance programme

Qualifications

Microsoft Powerpoint
Microsoft Word
Financial planning
Microsoft Excel
Bachelor's degree
Customer relationship management
Communication skills

Full job description

Job title: Graduate

Department: Wealth Management – Cazenove Capital

Salary : £50,000

Start date: 17 th September

Location: Leeds

Programme overview:

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

Who we’re looking for:

We are looking for graduates who are 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, and truly client-focused, with the curiosity to keep learning and the confidence to communicate with integrity and empathy. You should be comfortable working both independently and as part of a team, be interested in world events and markets, and have 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.

If you want to begin your career in Wealth Management by working with experts, helping clients, and developing broad professional skills, we would love to hear from you.

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 wealth planning 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 broad 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.

Knowledge, experience and qualifications we’re looking for:

An honours degree or equivalent – we’re not fussed when it comes to your degree subject or predicted grade, however 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 :

When you join our graduate programme at Schroders, you will benefit from a wide range of professional and personal development opportunities, including:

Professional qualifications:
- achieve the Investment Advice Diploma (IAD) in your first few weeks -the UK’s benchmark entry qualification for investment professionals
- Opportunity to complete 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 and 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
Wellbeing support:
- access to our Employee Assistance Programme, offering 24-hour confidential counselling and resources on a range of topics, including mental health

By joining us, you will be part of an inclusive environment where your learning, wellbeing, and professional growth are a priority.

Recruitment process:

Online application form and CV

Interview (HR)

Interview (Wealth business)

Final interview/ assessment centre

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

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.

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

Please note that you won’t receive an update on your application until mid-July as we finalise integration of our new online assessment platform. Thank you for your patience in advance.

Apply Now

Refine Your Search

financial advisory support occupations jobs in burnage, gtm

2026 Wealth Management Graduate Trainee (Leeds)

IFA Administrator

Client Relations Administrator

Administrator (Financial Services)

Pensions Administrator

Pensions Administrator

IFA Administrator

Client Manager

Paraplanner

Policy Administrator

Senior Pension Administrator

Paraplanner

Employee Benefits Administrator

Financial Planning Client Administrator

Senior Client Manager

Paraplanner

Senior Pensions Administrator

Paraplanner

Paraplanner (Chorley)

Principal Pensions Administrator

I want to receive the latest job alerts for financial advisory support occupations in burnage, gtm

Explore jobs in more locations

Job title: Graduate

Department: Wealth Management – Cazenove Capital

Salary : £50,000

Start date: 17 th September

Jobseeker tools

Employer Tools

Browse

Stay Connected