Wealth Apprentice

You will join as part of the Investment
20/20 programme.

Wealth Apprentice

London

2-year Fixed Term Contract (September 2026 start)

At Rathbones, we help people invest their money well, so they can live well. That’s our purpose, and it guides everything we do. If you’re looking to build a meaningful career in the wealth management industry, our Apprentice Academy is a great place to begin.

You’ll work with teams who are focused on long-term relationships and sustainable success. We’re looking for people who want to learn, get stuck in and take charge of where they go next.

We believe in doing things properly, and for the long term. That means delivering consistent results, earning trust and acting responsibly.

Our values shape how we work:

• We show we care
• We do the right thing

We’re looking for apprentices who are thoughtful and open to learning. You don’t need work experience in the industry, but you should be motivated to grow and ready to make a positive impact.

Over two years, you’ll rotate through different parts of our business. That might include Operations, People, Marketing, Investment Management or Financial Planning. You’ll learn both technical and professional skills, such as client service management and administration, alongside presentation and networking skills.

You’ll be working towards your Level 3 Business Administration Qualification as an apprentice and will be supported with:

• Continued training and development including a mentor
• A buddy to help you settle in
• Opportunities to connect with other apprentices and early-career colleagues

At the end of the programme, you may have the opportunity to apply for a role in a client facing, or one of our Enabling Functions teams depending on your interests and skill set.

You will join as part of the Investment
20/20 programme. You will have opportunities to meet and network with trainees and apprentices across the industry, as well as participate insight, training and social events.

A Rathbones Academy Apprentice provides support to multiple teams within Rathbones as part of various rotational placements, ensuring smooth operations across departments and assisting with a variety of administrative and project-based tasks whilst working towards the Level 3 Business Administrator qualification.

The ideal candidate is organised, proactive, detail-oriented, and capable of handling a diverse range of tasks in a dynamic, client-focused environment.

Examples of tasks and projects included in the role holder include but are not limited to:

• Coordinate and manage scheduling for meetings, events, and conferences across various teams.
• Prepare and distribute meeting agendas, materials, and minutes, ensuring all follow-up actions are tracked and completed.
• Assist with document management, including preparing, filing, and organizing client and company documents in compliance with regulatory standards.
• Act as a point of contact for internal and external stakeholders, ensuring efficient communication with other departments in the firm, and clients.
• Source and compile data for internal and client reports.
• Assist client service teams in gathering client information, preparing account documents, and responding to routine client inquiries.
• Updating of Client Relationship Management systems, ensuring that all client and account information is current and accurate.
• Identify opportunities to improve administrative and operational processes for greater efficiency and accuracy.
• Provide backup support to team members as needed, covering essential tasks during absences or peak workload times.

• General awareness of the financial services and investment industry and a keen willingness to learn and progress within the sector.
• A “can do” attitude and willingness to support the wider team, “muck-in” and learn from others.
• Excellent written and verbal communication skills.
• Detail orientated and organised with strong numerical competency.
• Confidence to take initiative and know when to ask for help.
• Ability to work independently and…