2027 Wealth Management (Wealth Planning) Graduate Programme

Clients’ needs often span several disciplines. Wealth Planners provide regulated financial planning advice and work with clients’ external advisers when specialist legal or tax advice is required. They help clients ask the right questions and often coordinate other advisers so that each area of work supports the client’s wider objectives. They also work closely with the client’s Portfolio Manager and colleagues in areas such as banking and lending.

Good planning can deepen existing relationships, uncover needs that have not yet been addressed and demonstrate the value we can offer to prospective clients. As your career develops, you may take responsibility for your own planning relationships, professional networks, and new client opportunities.

What you will do

• Client information: Gather, organise and check the personal and financial information needed to understand a client’s circumstances.

• Planning analysis: Help prepare cash-flow forecasts and other analysis to explore different planning choices and their implications.

• Regulated advice: Support the preparation of formal regulated advice, client reports and meeting materials under appropriate supervision.

• Client meetings: Observe and support client meetings, maintain clear records and help ensure that agreed actions are completed.

• External advisers: Work with clients’ lawyers, accountants and other external advisers, helping to coordinate their specialist advice around the client’s wider objectives.

• Internal collaboration: Work with Portfolio Managers, banking and lending specialists and other colleagues so that clients receive a coherent service.

• Existing relationships: Identify further planning needs and opportunities to strengthen relationships with existing clients.

• Business development: Contribute to pitches, proposals and other initiatives that develop relationships with prospective clients and professional advisers, taking ownership of ideas and following them through.

• Regulation and conduct: Learn and apply the regulatory and conduct standards governing financial advice, and handle sensitive client information with care.

Who we’re looking for

We are looking for graduates who are passionate about communicating with a variety of different clients, working in a dynamic environment that is driven by the complexities of financial markets, and changing legislation. You should enjoy understanding complex personal circumstances, asking thoughtful questions and turning detailed information into practical, clearly explained advice.

• Communication and empathy: You listen carefully, build rapport and can discuss personal matters with warmth, tact and professionalism.

• Analytical judgement: You can bring together numerical and written information, assess different options and recognise when specialist advice is required.

• Clear writing: You can explain complex matters accurately and in plain English, including when helping to prepare formal advice.

• Initiative and commercial awareness: You look for ways to add value, strengthen relationships and create opportunities, and are willing to carry ideas forward.

• Precision and organisation: You pay close attention to detail, keep reliable records and follow actions through to completion.

• Discretion and integrity: You understand the trust placed in us and handle clients’ personal information with care.

• Collaboration: You enjoy working with colleagues and external advisers and can help several specialists work towards the same client objective.

• Academic background: You should be due to graduate in 2027, or have recently graduated, and be on track to achieve, or have already achieved, an honours degree or equivalent. We welcome applications from all degree subjects.

• Digital skills: You should have a good working knowledge of Microsoft Word, Excel and PowerPoint and be willing to learn the specialist systems used in wealth management.

• Technology and judgement: You should be interested in how AI and emerging technologies can improve client service and efficiency, while understanding the need for confidentiality, accuracy and appropriate controls.

Training and qualifications

• Completing the Investment Advice Diploma (IAD), including the Financial Planning & Advice module, during your first few months. The IAD is the UK’s benchmark entry qualification (Level 4) for investment professionals.

• Completing the CISI Certificate in Advanced Financial Planning – Level 6.

• Completing the CISI Diploma in Advanced Financial Planning – Level 7 and work towards Certified Financial Planner status.

• Structured training covering industry knowledge, technical expertise and the professional skills needed to work effectively with clients.

Other benefits

• Senior networking opportunities: Attend Coffee Hours hosted by senior leaders and build your network across the business.

• Buddy system: You will be paired with a buddy to support your transition into the programme and the wider business.

• Wellbeing support: You will have access to our Employee Assistance Programme, including 24-hour confidential counselling and resources covering mental health and other matters, as well as a private GP service.

• On-site facilities: Our London office has a staff restaurant. We also have a gym, which employees can use free of charge.

By joining us, you will be part of an inclusive environment where your learning, wellbeing, and professional growth are a priority.

Recruitment process

• Online application form

• Stage 1: Cognitive Online Assessment

• Stage 2: Behavioural and Motivational Assessment 

• Stage 3: Work Simulation and Video Interview 

• Assessment centre 

Candidates should be available to start the graduate programme on Thursday 16 September 2027.

We recognise potential, whoever you are

Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.