Trainee Financial Adviser

Mattioli Woods; Liverpool City Region; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking motivated individuals for their Trainee Adviser academy in Liverpool. This exciting 12-month programme offers a fully funded path to the Level 4 Diploma in Regulated Financial Planning, equipping you with essential knowledge and experience in financial advice. You'll benefit from mentorship, structured training, and the opportunity to engage with expert consultants. Join a dynamic team that values professional growth and offers a robust support network. If you're passionate about financial planning and eager to embark on a rewarding career, this is your chance to shine!

Benefits

Group pension

Life assurance

Income protection

Health cash plan

Social events participation

Qualifications

• Up to three years' experience in sales, banking, or customer service.
• Commitment to a development programme and interest in financial planning.

Responsibilities

• Participate in a 12-month training programme with face-to-face sessions.
• Complete R01-R05 exams and support consultancy team.

Skills

Sales experience

Customer service skills

Excellent literacy skills

Excellent numeracy skills

Communication skills

Education

Level 4 Diploma in Regulated Financial Planning

Job description

We are currently recruiting for highly motivated individuals to join the July 2025 intake for our Trainee Adviser academy for Preston, Southport and/or Liverpool.

This is a 12-month in-house fully funded programme where you will gain valuable knowledge and undertake the Level 4 Diploma in Regulated Financial Planning.

Our engaging and stimulating programme is the perfect start to your career in financial advice. You will develop your confidence, gain knowledge and advisory experience as well as profit from an excellent network and diverse curriculum through our structured and supportive environment. During the programme, you will be mentored, guided, and supported, drawing on expertise and experience from our leading consultants.

WHAT YOU NEED TO SUCCEED

• Up to three years' of working experience in sales, banking, mortgages, or customer service-related sectors (required)
• Up to two years' experience in a Financial Services-related role (desirable)
• Commitment to joining a progressive development programme
• Genuine interest in financial planning and delivering client outcomes
• Excellent literacy and numeracy skills
• Confident manner and an ability to communicate with stakeholders at all levels

Applicants must have a full, clean UK driving license (manual is preferred) and must clear our DBS checks.

THE TRAINING SCHEDULE

You will be enrolled into the Mattioli Woods academy where you will have face-to-face training with our dedicated and experienced trainer. On successful completion of the programme, you will join our expert team of Wealth Management Consultants (Financial Advisers).

The duration of the training programme is 12 months long and consists of two key stages. Successful hires are required to travel to Leicester twice a month for a week-long learning session on alternating weeks. The program will involve:

Stage one

• Completion of R01- R05 exams
• Embedding within our advice process framework including paraplanning and client-facing activities/work
• Completion of monthly assignments within the designated deadlines
• Participation in all training sessions

Stage two

• Completion of R06 exam
• Participation in all technical training sessions across a wide range of subjects
• Attendance at client meetings with a consultant on a weekly basis
• Providing support to the consultancy team

BENEFITS YOU GET IN RETURN

As well as an excellent career progression with fantastic opportunities for promotion, you will be part of a national wealth management business with an in-house training programme. You will also have access to technical teams to help with complex planning as well as a specialist investment team to help navigate clients through these complex times.

Your benefits package includes the following:

• Group pension
• Life assurance
• Income protection
• Health cash plan

As well as being part of a great team, you will also have the exciting opportunity to take part in social events such as charity fundraising and other social activities on a regular basis.

Apply now for this exciting life-changing opportunity!