Wealth Management Summer Work Experience Programme

At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns – it’s about helping people feel confident in their decisions and supported in their future. We don’t just manage money, we guide people through life’s big moments, helping them stay on track and focus on what matters most. A Wealth Manager at Rathbones utilises their broad financial market knowledge and client relationship management skills to assess clients’ needs, recommending and delivering tailored investment services and financial advice. The Opportunity We are offering students invaluable learning through our 2-week Summer Work Experience Programme which acts as a stepping stone towards our Graduate Academy in Scotland once you’ve finished your studies. What will I be doing? Over the course of 2 weeks students will spend time with colleagues within Investment Management and Financial Planning across both our Edinburgh and Glasgow offices. You will gain insight into the wealth management industry and Rathbones, learning from our people at all levels, from trainees to senior management. You will also have the opportunity to work on a case study project, gaining insight into how we work with and for our clients, building your employability skills along the way. Programme Dates: Duration: 2 weeks Date: 10th to 21st August 2026 Location: Week 1 of the programme will take place in our Edinburgh office. Week 2 of the programme will take place in our Glasgow office. Reasonable travel costs will be reimbursed. Allowance: A £25 per day allowance will be paid on completion of the programme to support any additional expenses incurred, such as lunch. What do I need? We’re looking for students currently in their penultimate year of university, who are on course for a 2:1 in any discipline. No specific experience is required, if you’re eager to find out more about a career in Wealth Management we’d encourage you to apply. Please note, this opportunity is fully in person in our Scotland offices. Application Process: Online application form – NO CV REQUIRED – please note that if you upload a CV, this will not be reviewed at any stage of the process. Short Pre-Recorded Video Interview – we want to gain a snapshot into you and your personality, as well as why you’re interested in this opportunity Final Interview via Teams – w/c 8th June Application deadline is the 21st May 2026. Please be aware if we receive a high volume of applications this opportunity may close early, so please submit your application and video interview as soon as possible.