Wealth Trainee

Job description

Role Title: Wealth Trainee

Division: RIM London

Location: Sheffield

Contract: Permanent

Working pattern: Hybrid

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 development. In this role you will work towards qualified status.

What you'll 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 team's 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.