Uptree

Placement details

Overview

📝 Application Criteria:

• Are living in England and have been 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 are unsure whether university is the right path for you
  • A-levels (or equivalent) in any subjects – no minimum UCAS points required.
  • Level 2 in both English and Maths (GCSE grade 9-4 or equivalent) for those undertaking a level 3 or higher apprenticeship.
• Are not enrolled in another government-funded apprenticeship or further education programme when you start with us

Ultimately, Schroders can teach what you need to know about the job we just need you to bring your drive, passion and enthusiasm to make the most of the opportunity to start building your career.

💪 Key skills:

• Are ambitious and enthusiastic, eager to learn about the industry
• Flexible with a keen eye for detail and good IT skills.
• Natural flair for developing relationships and an entrepreneurial mindset.
• Flexible approach and willingness to engage in various tasks and projects.
• Attention to detail and accuracy.
• Numerate with a problem-solving mindset.
• Experience in providing excellent customer service is beneficial.

⏰ Application Deadline: Schroders recruit on a rolling basis so please apply early! 

ℹ️ How to Apply: Click ‘Apply’ at the top of this page!

 

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.

Learn more about the Schroders by visiting their Company Profile Page.

About the opportunity

Schroders’ two-year apprenticeship programme 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 their business.

They'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 keeping 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 Schroders' core values: Excellence, Innovation, Teamwork, Passion, and Integrity

Apprenticeship Standard: Level 4 - IDA Investment Advice Diploma

 

Next steps

Click ‘Apply’ at the top of this page to create your account. 

⚠️ Please only apply for one school leaver role (either an apprenticeship or trainee role). As you go through the recruitment process, you may be considered for similar roles.