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- Tasks: Join our Trainee Financial Adviser Academy and gain hands-on experience in financial planning.
- Company: Mattioli Woods is a leading financial services firm dedicated to client excellence and professional growth.
- Benefits: Enjoy a health cash plan, exciting social events, and opportunities for career progression.
- Why this job: Kickstart your career with fully funded training and mentorship from industry experts.
- Qualifications: Up to 3 years in sales or customer service; a genuine interest in financial planning is essential.
- Other info: This is a full-time, 12-month programme with sessions held twice a month in Leicester.
The predicted salary is between 20000 - 30000 £ per year.
We’re Hiring: Trainee Financial Adviser – July 2025 Academy Intake
Locations: Preston, Southport and/or Liverpool
Full-Time, 12-Month Programme | Fully Funded Training + Competitive Benefits
Are you ready to take the first step toward a successful career in financial advice? At Mattioli Woods, we’re inviting motivated individuals to join our July 2025 intake for the Trainee Adviser Academy – an exciting, fully funded 12-month programme that sets you on the path to becoming a qualified Financial Adviser.
Why Join Our Academy?
This in-house programme offers a structured, supportive environment where you’ll gain valuable industry knowledge, work toward the Level 4 Diploma in Regulated Financial Planning, and build a strong foundation in wealth management. You’ll learn from some of our most experienced advisers and industry professionals through face-to-face training, mentoring, and real-world advisory experience, with sessions hosted at our Leicester office twice a month.
What We’re Looking For:
- Experience: Up to 3 years’ experience in sales, banking, mortgages, or customer service (required); Up to 2 years’ experience in financial services (desirable)
- Skills & Qualities: Genuine interest in financial planning and delivering positive client outcomes; Excellent communication, literacy, and numeracy skills; Confidence engaging with stakeholders at all levels; Commitment to a structured professional development journey; Must hold a full UK driving licence (manual preferred) and pass a DBS check
What You’ll Be Doing:
- Participate in classroom learning led by our in-house training team
- Complete the R01–R06 exams to earn your Level 4 Diploma
- Gain practical experience through client meetings and paraplanning tasks
- Work closely with our Wealth Management Consultants and support teams
- Attend regular sessions at our Leicester office (twice per month)
- Build technical knowledge across a wide range of financial topics
- Complete monthly assignments and assessments throughout the programme
Why Start Your Career at Mattioli Woods?
At Mattioli Woods, we champion professional growth, collaboration, and client excellence. You’ll have access to our technical support teams, a specialist investment division, and a network of experienced professionals ready to help you succeed.
Benefits Package:
- Health Cash Plan
- Exciting charity and social events
- Career progression and access to further qualifications
Apply Now to start your financial advice journey with Mattioli Woods – where your future is invested in success!
Trainee Financial Adviser employer: JR United Kingdom
Contact Detail:
JR United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Adviser
✨Tip Number 1
Network with professionals in the financial services industry. Attend local events or join online forums related to financial advising to connect with current advisers and learn about their experiences. This can give you insights into the role and potentially lead to referrals.
✨Tip Number 2
Research Mattioli Woods thoroughly. Understand their values, culture, and the specifics of the Trainee Adviser Academy. Tailoring your conversations during interviews to reflect your knowledge about the company can demonstrate your genuine interest and commitment.
✨Tip Number 3
Prepare for potential interview questions by practising your responses to common scenarios in financial advising. Think about how you would handle client interactions or resolve issues, as this will showcase your problem-solving skills and customer service experience.
✨Tip Number 4
Showcase your communication skills in every interaction. Whether it's during networking events or interviews, practice articulating your thoughts clearly and confidently. This is crucial in financial advising, where conveying complex information simply is key.
We think you need these skills to ace Trainee Financial Adviser
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of a Trainee Financial Adviser. Familiarise yourself with the skills and experience they are looking for, as this will help you tailor your application.
Tailor Your CV: Customise your CV to highlight relevant experience in sales, banking, or customer service. Emphasise any skills that align with financial planning and client engagement, ensuring it reflects your genuine interest in the field.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for joining the Trainee Adviser Academy. Discuss your passion for financial advice, your commitment to professional development, and how your background makes you a suitable candidate.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application demonstrates attention to detail and professionalism, which are crucial in the financial sector.
How to prepare for a job interview at JR United Kingdom
✨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 experience in sales, banking, or customer service, as these skills are crucial for a Trainee Financial Adviser. Be prepared to provide specific examples of how you've successfully engaged with clients or solved problems in these roles.
✨Prepare for Technical Questions
Since the role involves gaining technical knowledge across various financial topics, brush up on key concepts related to financial planning. Be ready to answer questions about basic financial products and regulations to show your readiness for the training programme.
✨Demonstrate Strong Communication Skills
Effective communication is vital in this role. Practice articulating your thoughts clearly and confidently. During the interview, focus on listening actively and responding thoughtfully to the interviewer's questions.
