Trainee Financial Adviser

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. Essential requirements

• 2 – 3 years in customer-facing roles such as banking, sales, mortgages, or service
• R 0 1 exam completed, by Chartered Insurance Institute (or equivalent)
• a clear, confident communicator with a genuine interest in helping people
• d etail-oriented, professional, and able to study independently
• s trong literacy and numeracy with comfort around technical information
• r esilient, curious, and motivated for a long-term financial planning career
• e ligible for full pre-employment checks including DBS What is an RO1? R 0 1 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 R 0 1 exam before your start date in January 2027. If you have not yet completed R 0 1, we will support you through it and 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 (R 0 2–R 0 6) ✅ genuine one-to-one mentoring from experienced advisers ✅ real client exposure under supervision ✅ structured development across core adviser skills ✅ clear progression pathway from trainee to confident, credible adviser ✅ comprehensive benefits package Your Academy journey Term 1
• Professional foundations ( 3 .5 months) Complete R 0 2 through R 0 5, building technical knowledge, regulatory confidence, and professional credibility. Term 2
• Training to advise (2.5 months) Complete R 0 6 and learn the Mattioli Woods way through expert-led sessions covering our proposition, processes, and people. Term 3
• One-to-one mentoring (6 months) 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. Application timeline 📝 Stage 1: Submit your CV 💻 Stage 2: Complete an online questionnaire 📞 Stage 3: 20–30-minute phone interview (if shortlisted) 📅 Stage 4: Assessment Day – 13th October 2026 🤝 Stage 5: Final I nterviews – 19th to 23rd October 2026 Ready to shape your future in financial advice? Apply now.