Trainee Financial Adviser

JR United Kingdom; Leeds; On-site; GBP 20,000 - 30,000; Full time

Job summary

JR United Kingdom is seeking motivated individuals for a Trainee Financial Adviser role as part of their fully funded 12-month training programme. This position offers valuable industry experience, with mentorship from experienced advisers and access to a solid benefits package. Successful candidates will develop key financial planning skills and work towards a Level 4 Diploma while engaging in practical client interactions.

Benefits

Health Cash Plan

Charity and social events

Career progression opportunities

Qualifications

• Experience in sales, banking, or customer service (up to 3 years required).
• Excellent communication, literacy, and numeracy skills.
• Must hold a full UK driving license and pass a DBS check.

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.

Skills

Communication

Client Engagement

Numeracy

Education

Level 4 Diploma in Regulated Financial Planning

Job description

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Trainee Financial Adviser, leeds, west yorkshire

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Client:

Location:

leeds, west yorkshire, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

1

Posted:

04.06.2025

Expiry Date:

19.07.2025

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Job Description:

? 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!