Trainee Financial Adviser
Mattioli Woods · Norton, England ·
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. Essential requirements2 3 years in customer-facing roles such as banking, sales, mortgages, or serviceR 0 1 exam completed, by Chartered Insurance Institute (or equivalent)a clear, confident communicator with a genuine interest in helping peopled etail-oriented, professional, and able to study independentlys trong literacy and numeracy with comfort around technical informationr esilient, curious, and motivated for a long-term financial planning careere ligible for full pre-employment checks including DBSWhat 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 youa fully salaried role from day one, through to your adviser careerfully-funded professional qualifications (R 0 2R 0 6)genuine one-to-one mentoring from experienced advisersreal client exposure under supervisionstructured development across core adviser skillsclear progression pathway from trainee to confident, credible advisercomprehensive benefits packageYour Academy journeyTerm 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 adviserTerm 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 timelineStage 1: Submit your CV Stage 2: Complete an online questionnaire Stage 3: 2030-minute phone interview (if shortlisted) Stage 4: Assessment Day 13th October 2026 Stage 5: Final Interviews 19th to 23rd October 2026Ready to shape your future in financial advice? Apply now.