Trainee Financial Adviser

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

Job summary

A leading financial services provider in Leicester is seeking a Trainee Financial Adviser to kickstart a career in wealth management. The role offers the opportunity to earn a Level 4 Diploma in Regulated Financial Planning while receiving mentorship and real-world exposure. Ideal candidates should have customer-facing experience and a passion for finance. This full-time position is designed for those ready to grow in the field.

Benefits

Group pension scheme

Life assurance cover

Income protection

Health cash plan

Qualifications

• 2–3 years’ experience in customer-facing roles (e.g., banking, sales, customer service).
• Pass full pre-employment background checks (including DBS).
• Full UK driving license (manual preferred).

Responsibilities

• Complete your R0 exams towards the diploma certification.
• Learn the full advice process through training sessions.
• Build rapport and establish client relationships.

Skills

Customer service experience

Communication skills

Attention to detail

Numeracy skills

Interest in finance

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Trainee Financial Adviser page is loaded

Trainee Financial Adviser

Apply locations Leicester time type Full time posted on Posted 22 Days Ago time left to apply End Date: September 15, 2025 (30+ days left to apply) job requisition id R1855

Kickstart your career in wealth management with our Trainee Consultant Academy

January 2026 Intake now open | Based in Leicester | Full-time, in-person

Turn your passion into a profession

Looking to make a meaningful difference in people’s lives while building a rewarding career?

Our Trainee Consultant Academy gives you the chance to learn directly from some of the industry’s best consultants while getting paid—and earn your Level 4 Diploma in Regulated Financial Planning along the way.

This isn’t just a training programme – it’s a career launchpad.

Why join our academy?

We combine expert training, real-world exposure, and hands-on mentorship to give you the tools, confidence, and credibility to succeed in the fast-paced world of financial advice.

️ Fully funded professional qualifications
️ Expert mentorship from leading advisers
️ Structured pathway from trainee to fully qualified consultant
️ Real client exposure and consultant experience
️ Based in Leicester – with in-person coaching and collaboration

Are you academy material?

We’re looking for ambitious, people-focused individuals ready to build a lasting career in financial planning.

You’ll need

• 2–3 years’ experience in customer-facing roles (e.g., banking, mortgages, sales, customer service)

• pass our full pre-employment background checks (including DBS)

• full UK driving licence (manual preferred)

• natural ability to build rapport and trust

• strong literacy, numeracy, and attention to detail

• genuine interest in finance and a passion for supporting others to achieve their goals

• commitment and discipline to study independently to achieve the Level 4 Diploma

• demonstrate professionalism, strong ethics, and the positive attitude

Your 12-month journey

Stage 1: Technical (Months 1–6)

• achieve 4 of your 6 R0 exams, towards the diploma certification

• learn the full advice process through training sessions, consultant shadowing of live client meetings and client support

• attend monthly development sessions with expert trainers

• pass key milestone assessments throughout the stage, including roleplays and end of module assessments

Stage 2: Application (Months 7–12)

• complete the final R0 exams to achieve the diploma certification

• shadow experienced advisers in live client meetings, professional contact meetings and networking events

• deepen your knowledge across pensions, protection, investments & tax

• receive real-time consultancy support as you begin building your own client relationships

Your benefits package

We support you not just in your career – but in life, too.

• Group pension scheme

• ️ Life assurance cover

• Income protection

• Health cash plan

Ready to shape your future?

This is more than a job – it’s an opportunity to become part of an elite community shaping the future of wealth management.

Apply now to join our next intake. Let’s build something brilliant together.

Introduce Yourself

Introduce yourself to our recruiters and we will get in touch if there is a role that seems like a good match.

Our selection process

We know that finding the right role can be overwhelming. As a result, we want all candidates – from entry-level to leadership – to experience a fair and transparent recruitment process.

Our selection process is an important part of our culture. We have therefore broken it down, mapping out the process your application may follow.