Associate – Rathbones Institute

LocationHybrid: Induction week in London, hybrid working thereafter

SetupHybrid

LevelEntry

Posted2w ago

Education & Training

Quick answer

Rathbones is hiring an Associate – Rathbones Institute (UK-based) with a hybrid work schedule, offering a competitive salary and a comprehensive benefits package.

Role: Associate – Rathbones Institute
Organization: Rathbones
Location: Hybrid: Induction week in London, hybrid working thereafter
Work setup: Hybrid
Level: Entry
Compensation: Competitive from day one
Category: Education & Training

The role

The Rathbones Institute offers a structured, fully funded 24-month route into a career in wealth management for experienced professionals changing careers or returning to work.

What you'll do

Complete CISI qualifications and examinations
Balance on-desk responsibilities with dedicated study time
Build knowledge of financial markets and investments
Develop client relationships and foundations of a long-term client book
Identify and pursue business development opportunities
Communicate clearly and build trust with clients and colleagues

What it takes

Experience in any sector or setting
Strong record of achievement, sound judgement, and meaningful outcomes
Curiosity about clients and avoiding premature assumptions
Commercial initiative and persistence
Quick and open learning, seeking feedback and adapting when needed
Careful assessment of information, testing assumptions, and identifying risks

What you'll bring

Financial markets and investmentsClient relationship managementAssessment and risk identificationClear communicationCommercial initiativeStructured learning and practical experience

How we treat you

Company pension, private medical insurance, life assurance, income protection, company share scheme, discretionary bonus, flexible holidays, green car scheme, family friendly policies, study support, season travel ticket loans, volunteering days, gym discounts, social groups and communities

Frequently asked questions

Is the role open to those who do not currently have the right to work in the UK?

The role is open to those who do not currently have the right to work in the UK, but visa sponsorship may be available for the right candidate.

Is the role open to EU citizens?

Yes, EU citizens can still apply.

Where is the job located?

The job is located in a hybrid format, with an induction week in London and hybrid working thereafter.

What is the compensation package?

The compensation package is competitive from day one and includes a comprehensive benefits package.

How do I apply?

Applications should be submitted as soon as possible to ensure they are not missed.

How to apply

Apply directly on Rathbones's site. We link straight through — no resume parsing, no profile to fill out.

Apply now →

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