Apprenticeship Standard: IFC qualification (Investment Foundation Certificate)

Department: Wealth Management

Salary: £25,500 pa plus benefits

Start date: 1st September 2025 (12 months fixed term contract)

Location: City of London, London 

Programme overview:

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. We have a wide range of opportunities across our business.

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, including complex financial planning and portfolio management services. Our client base is typically high net worth and ultra-high net worth private individuals, trusts, family offices and businesses. 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

Although you may have never heard of us before visiting our website Our history | Cazenove Capital and Schroders Wealth Management, this apprenticeship programme could be for you seeing as the key purpose of the programme is to teach you about what, why and how we do what we do.

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

Investment20/20

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

Who we’re looking for

We're looking for a Trainee 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.

·       Recent school or college graduates with A-levels or BTECs.

·       Individuals unsure that university is the path for them.

·       Must be 18 years old by 1st September to apply for the 2025 intake.

·       Living in England.

·       Must not be enrolled in another funded apprenticeship or further education programme at the time of starting.

·       Ambitious and enthusiastic self-starter, 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.

Qualifications required:

·       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.

Qualifications that will help:

·       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.

Ultimately, we 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.

Recruitment process 

1.     Online application form and CV 

2.     Online assessments 

3.     Online video interview 

4.     Assessment centre 

For more information about the Recruitment process and our programmes, please visit Trainee and Apprenticeship enquiries

Apprenticeship Webinars

We are hosting information webinars on the 17^th February at 11am and 27^th of February at 4pm. Click here if you would like to sign up to attend.

Please note we recruit on a rolling basis so recommend you apply early.  

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.  

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.