Trainee Financial Adviser - #2148060

Build a career through the Mattioli Woods Financial Adviser Academy.

Applications are open for our Financial Adviser Academy, a structured 12-month programme designed to take you from trainee to confident, credible financial adviser.

We deliver one of the most respected adviser development programmes in the profession through a fully salaried model, genuine one-to-one mentorship, and real client exposure under supervision.

Please note that, as part of the 12-month programme, successful applicants will be required to travel to Leicester and stay for two days every fortnight. All travel and accommodation expenses will be fully reimbursed.

Essential Financial Adviser requirements

• 2 – 3 years in customer-facing roles such as banking, sales, mortgages, or service
• R01 exam completed, by Chartered Insurance Institute (or equivalent)
• a clear, confident communicator with a genuine interest in helping people
• detail-oriented, professional, and able to study independently
• strong literacy and numeracy with comfort around technical information
• resilient, curious, and motivated for a long-term financial planning career
• eligible for full pre-employment checks including DBS

What is an RO1?

R01 is the first of six modules towards the Level 4 Diploma in Financial Planning, awarded by the Chartered Insurance Institute (CII). It covers the financial services industry, regulation, and ethics - giving you the foundational knowledge needed to begin your journey as an adviser.

All offers are conditional on successfully completing the R01 exam before your start date in January 2027. We will reimburse the cost upon successful completion.

Our investment in you as Financial Adviser

a fully salaried role from day one, through to your adviser career

fully-funded professional qualifications (R02–R06)

genuine one-to-one mentoring from experienced advisers

real client exposure under supervision

structured development across core adviser skills

clear progression pathway from trainee to confident, credible adviser

comprehensive benefits package

Your Financial Adviser Academy journey

Term 1 - Professional foundations (3.5 months)

Complete R02 through R05, building technical knowledge, regulatory confidence, and professional credibility.

Term 2 - Training to advise (2.5 months)

Complete R06 and learn the Mattioli Woods way through expert-led sessions covering our proposition, processes, and people.

Term 3 - One-to-one mentoring (6 months)

Shadow a senior adviser, developing practical skills and understanding what excellent advice looks like in practice, while gradually taking on more responsibility. Successful completion of Term 3 marks your graduation from the Academy and your official start as a Mattioli Woods adviser.

Beyond the Academy - your first year as an adviser

Term 4 - Early career support (9 months)

Your journey doesn't stop at graduation. For your first nine months as a qualified adviser, you'll receive ongoing coaching, structured performance reflection, and dedicated support - giving you the confidence and commerciality to build a long-term career.

Application timeline

 Stage 1: Apply now to submit your CV

 Stage 2: Complete an online questionnaire

 Stage 3: 20–30-minute phone interview (if shortlisted)

 Stage 4: Assessment Day – 13th October 2026

 Stage 5: Final Interviews – 19th to 23rd October 2026

Ready to shape your future in financial advice? Apply now.