Rathbones Group Plc - Graduate Investment Management Trainee

Rathbones Group Plc are recruiting talented graduates for our Academy

We’re one of the UK’s most reputable and established investment managers, with a Graduate Academy which is the bedrock of our talent development for the future. It’s an exciting time to join us as we continue our growth, where our people will make a real difference.

We offer graduates invaluable, real hands-on experience through our 2-year rotational programme across our Investment Management business areas, starting September 2024.

We’re looking for people who can live our values

We know that everyone walks a different path in life. From where we grew up to the languages we speak, how we think and who we love. We want everyone at Rathbones to bring their different experiences and perspectives as we foster an inclusive environment where everyone feels like they belong. Our high standards of performance, client service and reputation depend upon us hiring the right people, with the right skills, experience, attitude and values – who can bring their whole selves to work.

Our values of working together, showing courage, being responsible and always professional guide us in everything we do. We’re passionate about client service and we expect you to be too. We operate from the highest levels of integrity with a strong focus on results and want the same from you. You should be positively challenging, curious and motivated to make a difference. You’ll have commercial acumen, be driven and comfortable with change, show creativity, be inclusive in approach, brilliant at solving problems and understand how to build and nurture great relationships.

We’d expect you to

• Be committed and motivated to study for the Investment Advice Diploma (IAD) and Level 7 qualifications in Chartered Wealth Manager (CWM) or Chartered Financial Analyst (CFA)
• Have achieved or be on course for at least a 2:1 honours degree in any discipline
• Have a genuine interest in financial services and investment management and know what you bring to our company and sector
• Have strong analytical, digital and technology skills
• Be a clear and confident communicator, looking to build relationships and knowledge
• Be inclusive, respectful and operate with integrity
• Be ambitious and motivated, helping us to continue building for the future
• Share our passion for ensuring an excellent client experience

Your experiences and learning are shaped over our 2-year rotational programme

You’ll work across key business areas like Investment Management, Financial Planning, Research and Marketing, where you’ll develop essential technical and professional skills, such as portfolio management, presentation and networking skills.

We’ll give you comprehensive training and support through formal qualifications and informal experiences.

• Qualification – CISI Investment Advice Diploma
• Qualification – Chartered Wealth Manager or Chartered Financial Analyst

Along with

• Mentorship through our established scheme, to grow your skills, offer career development advice and see other perspectives
• Being part of our graduate and emerging talent community, helping you to build your network and relationships across the business, with a ‘buddy’ on hand to support along the way

We’ve a structured investment management career path, and at the end of your programme you can apply for the Assistant Investment Manager role, working within one of our investment management teams to support investment managers and directors with investment portfolios and managing client relationships.

Our offer to you? An investment in your future

We want everyone at Rathbones to fulfil their potential, and our investment in helping you to develop the type of skills and capabilities that our investment professionals need for the future will be matched by your commitment to learn and grow - all in an environment where you are proud to work and feel like you belong.

Growing your career here starts with a comprehensive induction, learning more about who we are and how we work at Rathbones, connecting and collaborating with your peers and our business leaders as we work together.  We will invest in your development and wellbeing, offering a competitive benefits package to support you in reaching your goals, in and outside of work.

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

• A company pension
• Private medical insurance 
• Life assurance
• Company share scheme
• Income protection
• Season ticket loans
• Volunteering days
• Gym discounts
• Other voluntary benefits you can choose to suit you

We’ve inclusive and clear policies across all colleague work and life moments, to set people up for success and give support if it’s needed.

We’re an equal opportunities employer and it is our policy to make sure that all job applicants and employees are treated fairly and on merit regardless of their race, gender, marital status, age, disability, religious belief or sexual orientation.

If this sounds like a good fit for you, click ‘Apply Now’ – we can’t wait to hear from you.