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- Tasks: Join our Trainee Adviser academy and gain hands-on experience in financial planning.
- Company: Be part of a leading national wealth management business with a supportive culture.
- Benefits: Enjoy career progression, group pension, life assurance, and health cash plans.
- Why this job: Kickstart your career with mentorship, training, and a vibrant team atmosphere.
- Qualifications: Sales or customer service experience is essential; financial services experience is a plus.
- Other info: Travel to Leicester for training sessions and participate in exciting social events.
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
- You will be embedded 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
- Attend client meetings with a consultant on a weekly basis
- Provide 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!
Trainee Financial Adviser in Southport employer: Mattioli Woods
Contact Detail:
Mattioli Woods Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Adviser in Southport
✨Tip Number 1
Network with professionals in the financial services sector. Attend local events or join online forums related to financial planning to connect with current advisers and learn about their experiences. This can give you insights into the role and may even lead to referrals.
✨Tip Number 2
Demonstrate your commitment to the financial industry by engaging in relevant online courses or certifications. This shows your genuine interest in financial planning and can set you apart from other candidates who may not have taken the initiative.
✨Tip Number 3
Prepare for potential interviews by practising common questions related to financial advice and client management. Role-playing with a friend or mentor can help you articulate your thoughts clearly and confidently, which is crucial for this position.
✨Tip Number 4
Familiarise yourself with the Level 4 Diploma in Regulated Financial Planning. Understanding the curriculum and what it entails will not only prepare you for the training but also demonstrate your enthusiasm and readiness for the role during discussions with us.
We think you need these skills to ace Trainee Financial Adviser in Southport
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in sales, banking, or customer service. Emphasise any roles that demonstrate your commitment to financial planning and client outcomes.
Craft a Compelling Cover Letter: Write a cover letter that showcases your genuine interest in financial planning. Mention specific reasons why you want to join the Trainee Adviser academy and how you align with their values.
Highlight Relevant Skills: In your application, clearly outline your literacy and numeracy skills. Provide examples of how you've effectively communicated with stakeholders in previous roles.
Prepare for Potential Assessments: Be ready for any assessments or tests that may be part of the application process. Brush up on your financial knowledge and ensure you understand the basics of regulated financial planning.
How to prepare for a job interview at Mattioli Woods
✨Show Your Passion for Financial Planning
Make sure to express your genuine interest in financial planning during the interview. Share any relevant experiences or insights that demonstrate your enthusiasm for helping clients achieve their financial goals.
✨Highlight Relevant Experience
Discuss your previous work experience in sales, banking, or customer service. Be prepared to provide specific examples of how these roles have equipped you with the skills necessary for a Trainee Financial Adviser position.
✨Demonstrate Strong Communication Skills
Since the role requires interaction with stakeholders at all levels, practice articulating your thoughts clearly and confidently. Consider conducting mock interviews to refine your communication style and ensure you come across as approachable and professional.
✨Prepare Questions for Your Interviewers
Have a list of thoughtful questions ready to ask your interviewers. This shows your interest in the role and the company, and it also gives you a chance to assess if this is the right fit for you.
