Trainee Financial Planner

Mattioli Woods; Leicester; On-site; GBP 25,000 - 30,000; Full time

Job summary

Mattioli Woods in the United Kingdom invites you to join the Financial Adviser Academy, a structured 12-month programme designed to take you from trainee to confident, credible adviser.

The academy is fully salaried from day one, includes one-to-one mentoring, and real client exposure under supervision, with progression through modules leading to qualified adviser status.

Qualifications

• 2–3 years in customer-facing roles such as banking, sales, mortgages, or service.
• R01 exam completed, by Chartered Insurance Institute (or equivalent).
• a clear, confident communicator with a genuine interest in helping people
• detail-oriented, professional, and able to study independently
• strong literacy and numeracy with comfort around technical information
• resilient, curious, and motivated for a long-term financial planning career
• eligible for full pre-employment checks including DBS

Responsibilities

• Complete R01 exam before your start date.
• Attend the academy modules and complete phases from trainee to adviser.
• Shadow a senior adviser and progressively take on responsibilities.
• Benefit from one-to-one mentoring and real client exposure under supervision

Skills

Customer-facing

Clear communicator

Detail oriented

Literacy & numeracy

Resilient

Long-term career focus

DBS eligible

Education

R01 exam completed (CII)

Job description

Build a career through the Mattioli Woods Financial Adviser Academy.

Applications are open for our Financial Adviser Academy, a structured 12-month programme designed to take you from trainee to confident, credible financial adviser.

We deliver one of the most respected adviser development programmes in the profession through a fully salaried model, genuine one-to-one mentorship, and real client exposure under supervision.

• 2 – 3 years in customer-facing roles such as banking, sales, mortgages, or service


• R01 exam completed, by Chartered Insurance Institute (or equivalent)


• a clear, confident communicator with a genuine interest in helping people


• detail-oriented, professional, and able to study independently


• strong literacy and numeracy with comfort around technical information


• resilient, curious, and motivated for a long-term financial planning career


• eligible for full pre-employment checks including DBS

What is an RO1?

R01 is the first of six modules towards the Level 4 Diploma in Financial Planning, awarded by the Chartered Insurance Institute (CII). It covers the financial services industry, regulation, and ethics - giving you the foundational knowledge needed to begin your journey as an adviser.

All offers are conditional on successfully completing the R01 exam before your start date in January 2027. We will reimburse the cost upon successful completion.

Our investment in you

• a fully salaried role from day one, through to your adviser career


• fully-funded professional qualifications (R02–R06)


• genuine one-to-one mentoring from experienced advisers


• clear progression pathway from trainee to confident, credible adviser

Your Academy journey

Term 1 - Professional foundations (3.5 months)

Complete R02 through R05, building technical knowledge, regulatory confidence, and professional credibility.

Term 2 - Training to advise (2.5 months)

Complete R06 and learn the Mattioli Woods way through expert-led sessions covering our proposition, processes, and people.

Shadow a senior adviser, developing practical skills and understanding what excellent advice looks like in practice, while gradually taking on more responsibility. Successful completion of Term 3 marks your graduation from the Academy and your official start as a Mattioli Woods adviser.

Beyond the Academy - your first year as an adviser

Term 4 - Early career support (9 months)

Your journey doesn't stop at graduation. For your first nine months as a qualified adviser, you'll receive ongoing coaching, structured performance reflection, and dedicated support - giving you the confidence and commerciality to build a long-term career.