Trainee Financial Adviser

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

Job summary

A leading company invites motivated individuals to join their July 2025 intake for the Trainee Financial Adviser Academy. This fully funded, 12-month programme in financial advice provides in-depth training and real-world experience. Successful candidates will engage in comprehensive learning with seasoned professionals, aimed at achieving a Level 4 Diploma in Regulated Financial Planning.

Benefits

Health Cash Plan

Career progression and access to further qualifications

Exciting charity and social events

Qualifications

• Up to 3 years’ experience in sales, banking, or customer service required.
• Full UK driving licence and DBS check mandatory.
• Confidence engaging with stakeholders at all levels.

Responsibilities

• Participate in classroom learning led by the training team.
• Complete R01–R06 exams to earn the Level 4 Diploma.
• Gain practical experience through client meetings and paraplanning tasks.

Skills

Communication

Numeracy

Client engagement

Interest in financial planning

Education

Level 4 Diploma in Regulated Financial Planning

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!