Trainee Financial Adviser

Mattioli Woods; Leicester; On-site; GBP 25,000 - 35,000; Full time

Job description

Kickstart Your Career in Financial Advice: Join Our Trainee Adviser Academy!

Are you ready to take the first step toward a rewarding career in financial advice? Mattioli Woods is recruiting highly motivated individuals for our Trainee Adviser Academy, a fully funded 12-month in-house programme where you’ll gain valuable knowledge and achieve the Level 4 Diploma in Regulated Financial Planning.

Our structured and supportive programme offers a perfect blend of hands-on experience, mentorship, and professional growth, setting you up for a successful career in wealth management.

What You’ll Need to Succeed

• Up to 3 years’ experience in sales, banking, mortgages, or customer service (required).
• Up to 2 years’ experience in a financial services-related role (desirable).
• Genuine interest in financial planning and delivering great client outcomes.
• Excellent literacy, numeracy, and communication skills.
• A full, clean UK driving license.
• Commitment to undergoing and clearing DBS checks.

Why Choose Our Academy?

• Comprehensive Training: Learn from our experienced trainers and consultants.
• Advisory Experience: Build confidence through client-facing activities and case studies.
• Professional Growth: Develop a strong network, gain advisory expertise, and join our expert team of financial advisers after successful completion.
• Mentorship: Receive tailored guidance from our leading consultants throughout the programme.

The Training Journey

Stage 1 (9 months):

• Complete R01–R05 exams.
• Gain hands-on experience in paraplanning and client-facing activities.
• Participate in training sessions and complete monthly assignments.

Stage 2 (3 months):

• Complete the R06 exam.
• Attend technical training across a range of financial subjects.
• Join client meetings weekly and support our consultancy team.

Upon successful completion, you’ll join our expert team of wealth management consultants, ready to make an impact in clients’ lives.

Benefits You’ll Receive

• Career Growth: Clear progression path within a national wealth management business.
• Support: Access to specialist teams for technical and investment guidance.
• Well-Being: Group pension, life assurance, income protection, and health cash plan.
• Team Spirit: Join a vibrant culture with regular social events and charity fundraisers.

This is your opportunity to embark on a life-changing journey and become part of a business that values innovation, development, and collaboration.

Apply now and take the first step toward building a successful career in financial advice!

*Note: Benefits are subject to contract terms and conditions.