Uptree

Placement details

Overview

Location: London

Start date: 1st September 2025

Application criteria: 

• You must be 18 years old by 1st September to apply for the 2025 intake
• Recent school or college graduates with A-levels or BTECs
• A-levels (or equivalent) in any subjects – no minimum UCAS points required.
• Level 2 in both English and Maths (GCSE grade A* to C or equivalent) for those undertaking a level 3 or higher apprenticeship.
• Individuals unsure that university is the path for them.
• Living in England.
• Must not be enrolled in another funded apprenticeship or further education programme at the time of starting.

Key skills: 

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

• 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: Applications will close once enough have been received so we recommend that you apply early!

About the opportunity

Schroders One-year Traineeship 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. They have a wide range of opportunities across the business.

About Cazenove Capital and Schroders Wealth Management

They provide a wide range of wealth management services, designed to meet the individual needs of clients, including complex financial planning and portfolio management services. Their client base is typically high net worth and ultra-high net worth private individuals, trusts, family offices and businesses. They also offer discretionary fund management services to external advisers and are the leading charity fund manager in the UK. Their 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

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

About the company

Schroders is a world-class asset manager operating from over 30 locations - and over 5000 employees - across Europe, the Americas, Asia and the Middle East.

Schroders purpose is to provide excellent investment performance to their clients through active management. By serving clients, they serve wider society. Channelling capital into sustainable and durable businesses accelerates positive change in the world.

Next steps

Click 'apply' to submit your application directly through Schroders job board!