Trainee Financial Adviser

JR United Kingdom; Exeter; On-site; GBP 25,000 - 30,000; Full time

Job summary

Une entreprise bien établie invite les candidats à rejoindre son programme de formation de Trainee Financial Adviser, débutant en juillet 2025. Ce programme de 12 mois, entièrement financé, offre une excellente opportunité de développement professionnel dans le domaine de la planification financière avec des cours pratiques, un soutien technique et des possibilités d'évolution.

Benefits

Plan de santé

Événements caritatifs et sociaux passionnants

Progression de carrière et accès à d'autres qualifications

Qualifications

• Expérience professionnelle jusqu'à 3 ans en vente, banque ou service client requise.
• Intérêt réel pour la planification financière souhaité.
• Doit avoir un permis de conduire britannique valide.

Responsibilities

• Participer à la formation en classe dirigée par l'équipe de formation interne.
• Compléter les examens R01 à R06 pour obtenir le Diplôme de niveau 4.
• Gagner de l'expérience pratique à travers des réunions clients.

Skills

Communication

Engagement client

Compétences en littéracie

Compétences en numératie

Education

Aucun diplôme requis, mais une bonne base scolaire est favorable

Job description

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? We’re Hiring: Trainee Financial Adviser – July 2025 Academy Intake ?

? Locations: Preston, Southport and/or Liverpool

? Full-Time, 12-Month Programme | Fully Funded Training + Competitive Benefits

Are you ready to take the first step toward a successful career in financial advice? At Mattioli Woods, we’re inviting motivated individuals to join our July 2025 intake for the Trainee Adviser Academy – an exciting, fully funded 12-month programme that sets you on the path to becoming a qualified Financial Adviser.

Why Join Our Academy?

This in-house programme offers a structured, supportive environment where you’ll gain valuable industry knowledge, work toward the Level 4 Diploma in Regulated Financial Planning, and build a strong foundation in wealth management.

You’ll learn from some of our most experienced advisers and industry professionals through face-to-face training, mentoring, and real-world advisory experience, with sessions hosted at our Leicester office twice a month.

What We’re Looking For:

? Experience:

• Up to 3 years’ experience in sales, banking, mortgages, or customer service (required)
• Up to 2 years’ experience in financial services (desirable)

? Skills & Qualities:

• Genuine interest in financial planning and delivering positive client outcomes
• Excellent communication, literacy, and numeracy skills
• Confidence engaging with stakeholders at all levels
• Commitment to a structured professional development journey
• Must hold a full UK driving licence (manual preferred) and pass a DBS check

What You’ll Be Doing:

Participate in classroom learning led by our in-house training team

Complete the R01–R06 exams to earn your Level 4 Diploma

Gain practical experience through client meetings and paraplanning tasks

Work closely with our Wealth Management Consultants and support teams

Attend regular sessions at our Leicester office (twice per month)

Build technical knowledge across a wide range of financial topics

Complete monthly assignments and assessments throughout the programme

Why Start Your Career at Mattioli Woods?

At Mattioli Woods, we champion professional growth, collaboration, and client excellence. You’ll have access to our technical support teams, a specialist investment division, and a network of experienced professionals ready to help you succeed.

Benefits Package:

? Health Cash Plan

? Exciting charity and social events

? Career progression and access to further qualifications

Apply Now to start your financial advice journey with Mattioli Woods – where your future is invested in success!