Wealth Trainee

At Rathbones we help people invest their money well so they can live well. That means more than financial returns its about helping people feel confident in their decisions and supported in their future. We dont just manage money we guide people through lifes big moments helping them stay on track and focus on what matters most.

Were proud to be one of the UKs leading wealth managers with over 109bn* in assets under management and 20 offices across the UK and Channel Islands. Were a FTSE 250 company with national reach and a local feel and were growing.
*As of June 2025

Job Title: Wealth Trainee

Department:Investment Management

Location: Leeds

Hiring Manager: Senior Investment Director

Contract Type:Permanent

About the Role

This is an entry level role in to Wealth Management designed to develop core knowledge of investment & portfolio management client support and service technical skills as well as an awareness of financial planning and commercial acumen. This role provides a strong foundation in Wealth Management and builds an understanding of compliance risk and business this role you will work towards qualified status.

What youll be responsible for

Client Service & Suitability

• Deliver a consistent high-quality client experience through proactive engagement and clear communication using a Rathbones tone of voice.
• Support the teams suitability requirements including awareness of vulnerability.
• Develop an understanding of financial planning investment management and other services to enable positive integrated client outcomes.

Investment Portfolio Management & Technical Development

• Develop an understanding of financial planning investment management and other services to enable positive integrated client outcomes.
• With support and supervision interpret market conditions and contribute to investment discussions model build and portfolio construction.
• Gain proficiency in systems (e.g. FactSet RID Seismic) and prepare meeting packs proposals and suitability documentation.
• Develop knowledge of quantitative methods financial maths statistics and economics

Business Development & Growth

• Support the preparation of pitches proposals and performance reviews for prospective and existing clients.
• Participate in training on presentation skills delivering the Rathbones pitch and wider industry awareness.
• Begin building an external network to support future referrals and commercial opportunities.

Team Contribution & Learning

• Engage in shadowing mentoring and collaborative learning with peers and experienced colleagues.
• Attend research meetings internal forums and CPD events.
• Demonstrate a proactive approach to self-development and feedback.

About you

If you meet some of these criteria and are excited about the role we encourage you to apply

• Exposure to financial services investment or client-facing environments.
• Experience preparing documentation presentations or reports as well as a skilled user of Excel
• Understanding of investment principles risk frameworks and regulatory environment.
• Strong analytical and research capabilities.
• Proficiency in financial systems and tools (e.g. FactSet)
• Clear written and verbal communication skills.
• Client-centric mindset with a proactive approach to service.
• Collaborative curious and commercially aware.
• Demonstrates integrity attention to detail decision making skills and accountability.
• Seeks feedback and strives for continuous improvement.

Our offer to you

We want everyone at Rathbones to fulfil their potential in an environment where you are proud to work and feel like you belong.

We offer a comprehensive remuneration package which we review regularly and benefits include:

• A company pension - 9% non-contributory or 10% if you contribute 5%
• Private medical insurance Individual on joining family after 1 years service
• Life assurance - 8 x salary
• Income protection 75 % salary
• Company share scheme
• Discretionary bonus
• Flexible holidays purchase up to 5 additional days
• Green Car Scheme
• Family friendly policies enhanced family leave for parents & carers
• Study support study days and funding for courses and qualifications
• Season travel ticket loans
• Volunteering days
• Gym discounts
• Other voluntary benefits you can choose to suit you

Our employees can choose to take part in various social groups and communities to support their wellbeing growth development and sense of include:

• Sports & Social Committees such as cricket football netball running yoga quiz nights charity bake sales and much more.
• Inclusion Networks that help us drive change within the organisation such as Gender Balance Multicultural Abilities Count Pride Social Mobility Generations Menopause and Armed Forces.
• The NextGen IM Network which brings together a community of trainees from across the UK who are all at the early stages of their careers and offers development opportunities exposure across the business as well as peer support and connection.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector to achieve this we are working hard to build a diverse equal and inclusive workplace that motivates develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones we provide meaningful work opportunities and a voice to all.

We are committed to building a team that is made up of diverse skills experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values.

Were a Disability Confident Employer (level 2) under the UK Government scheme. This means weve signed up to a set of commitments around how we recruit retain and develop people with disabilities. Find out more about the Government Scheme online click here. If you require adjustments to apply for a role at Rathbones please contact us via to let us know what adjustments you may need.

Mission

We believe in playing the long game. That means building consistent results earning trust and doing the right thing for our clients our colleagues and the communities were part of.

Our values shape how we work:
- We aim high
- We get it done
- We show we care
- We do the right thing

These arent just words on a wall. They guide how we treat each other how we make decisions and how we build relationships that last.

We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you dont miss out.