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- Tasks: Join our Trainee Adviser Academy to learn and gain practical experience in financial advice.
- Company: Mattioli Woods is a leading financial services firm dedicated to client excellence and professional growth.
- Benefits: Enjoy a competitive benefits package, including a pension scheme, life assurance, and health cash plan.
- Why this job: This role offers structured training, mentorship, and the chance to make a real impact in finance.
- Qualifications: Up to 3 years in sales or customer service; interest in financial planning and a full UK driving licence required.
- Other info: Fully funded training with opportunities for career progression and further qualifications.
The predicted salary is between 24000 - 36000 £ per year.
Job Description
January 2026 Intake now open | Based in Stockport & Leicester | Full-time, in-person
Turn your passion into a profession
Looking to make a meaningful difference in peoples lives while building a rewarding career?
Our Trainee Consultant Academy gives you the chance to learn directly from some of the industrys best consultants while getting paidand earn your Level 4 Diploma in Regulated Financial Plann…
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Contact Detail:
Mattioli Woods Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Adviser
✨Tip Number 1
Research Mattioli Woods thoroughly. Understand their values, culture, and the specifics of the Trainee Adviser Academy. This knowledge will help you tailor your conversations and show genuine interest during interviews.
✨Tip Number 2
Network with current or former employees of Mattioli Woods. They can provide insights into the company and the role, and may even offer tips on how to stand out as a candidate.
✨Tip Number 3
Prepare for potential interview questions by practising your responses to common scenarios in financial advice. Think about how your previous experience in sales or customer service can translate to this role.
✨Tip Number 4
Demonstrate your commitment to professional development. Be ready to discuss any relevant courses or training you've undertaken, and express your enthusiasm for gaining the Level 4 Diploma in Regulated Financial Planning.
We think you need these skills to ace Trainee Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in sales, banking, or customer service. Emphasise any skills that align with financial planning and client engagement.
Craft a Compelling Cover Letter: Write a cover letter that showcases your genuine interest in financial advice. Mention specific reasons why you want to join Mattioli Woods and how the Trainee Adviser Academy aligns with your career goals.
Highlight Relevant Skills: In your application, focus on your communication, literacy, and numeracy skills. Provide examples of how you've successfully engaged with stakeholders in previous roles.
Prepare for Assessments: Be ready to discuss your understanding of financial services and your commitment to professional development. Familiarise yourself with the Level 4 Diploma in Regulated Financial Planning to demonstrate your enthusiasm for the role.
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 roles in sales, banking, or customer service, and how they have prepared you for a career as a Trainee Financial Adviser. Be specific about your achievements and how they relate to the skills required for this position.
✨Prepare Questions for Your Interviewers
Come equipped with thoughtful questions about the Trainee Adviser Academy and the company culture at Mattioli Woods. This shows your interest in the role and helps you assess if it's the right fit for you.
✨Demonstrate Strong Communication Skills
Since excellent communication is key in this role, practice articulating your thoughts clearly and confidently. Use examples from your past experiences to illustrate your ability to engage with stakeholders effectively.
