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- Tasks: Become a Trainee Financial Adviser, learning from industry experts while helping clients achieve their financial goals.
- Company: Join a leading financial consultancy dedicated to transforming lives through expert financial advice.
- Benefits: Enjoy fully funded qualifications, mentorship, and a supportive work environment with health and pension benefits.
- Why this job: Launch your career in finance with real client exposure and a structured pathway to success.
- Qualifications: Must have customer-facing experience, a UK driving licence, and a passion for finance and helping others.
- Other info: In-person training in Southport and Leicester, with travel and accommodation covered during training.
The predicted salary is between 24000 - 36000 £ per year.
January 2026 Intake now open | Based in Southport & 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 Planning along the way.
This position is based at our Southport office. In your first six months with us, you will be attending in-person training sessions at the Leicester office on a bi-weekly basis. During this period, travel and accommodation will be covered.
This isnt just a training programme its a career launchpad.
Why join our academy?
We combine expert training, real-world exposure, and hands-on mentorship to give you the tools, confidence, and credibility to succeed in the fast-paced world of financial advice.
?? Fully funded professional qualifications
?? Expert mentorship from leading advisers
?? Structured pathway from trainee to fully qualified consultant
?? Real client exposure and consultant experience
?? Based in Southport/Leicester with in-person coaching and collaboration
?? Are you academy material?
Were looking for ambitious, people-focused individuals ready to build a lasting career in financial planning.
Youll need
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23 years experience in customer-facing roles (e.g., banking, mortgages, sales, customer service)
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pass our full pre-employment background checks (including DBS)
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full UK driving licence (manual preferred)
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natural ability to build rapport and trust
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strong literacy, numeracy, and attention to detail
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genuine interest in finance and a passion for supporting others to achieve their goals
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commitment and discipline to study independently to achieve the Level 4 Diploma
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demonstrate professionalism, strong ethics, and the positive attitude
Your 12-month journey
Stage 1: Technical (Months 16)
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achieve 4 of your 6 R0 exams, towards the diploma certification
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learn the full advice process through training sessions, consultant shadowing of live client meetings and client support
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attend monthly development sessions with expert trainers
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pass key milestone assessments throughout the stage, including roleplays and end of module assessments
Stage 2: Application (Months 712)#
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complete the final R0 exams to achieve the diploma certification
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shadow experienced advisers in live client meetings, professional contact meetings and networking events
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deepen your knowledge across pensions, protection, investments & tax
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receive real-time consultancy support as you begin building your own client relationships
Your benefits package
We support you not just in your career but in life, too.
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Group pension scheme
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? Life assurance cover
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Income protection
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Health cash plan
? Ready to shape your future?
This is more than a job its an opportunity to become part of an elite community shaping the future of wealth management.
Apply now to join our next intake. Lets build something brilliant together.
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 sector, especially those who have experience as financial advisers. Attend local finance-related events or workshops in Southport to meet potential mentors and gain insights into the industry.
✨Tip Number 2
Demonstrate your passion for finance by engaging in relevant online communities or forums. Share your thoughts on financial topics and ask questions to show your eagerness to learn and grow in this field.
✨Tip Number 3
Prepare for the interview by familiarising yourself with the latest trends in financial planning and regulations. Being knowledgeable about current events in finance will help you stand out as a candidate who is genuinely interested in the profession.
✨Tip Number 4
Showcase your customer service experience by preparing specific examples of how you've built rapport and trust with clients in previous roles. This will highlight your people skills, which are crucial for a Trainee Financial Adviser.
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 customer-facing roles, such as banking or sales. Emphasise skills like rapport building and attention to detail, which are crucial for a Trainee Financial Adviser.
Craft a Compelling Cover Letter: Write a cover letter that showcases your genuine interest in finance and your passion for helping others achieve their goals. Mention why you are excited about the opportunity to join the Trainee Consultant Academy.
Highlight Your Commitment: In your application, demonstrate your commitment to studying independently for the Level 4 Diploma. Share any previous experiences where you've shown discipline and dedication in your learning.
Prepare for Background Checks: Be ready to pass full pre-employment background checks, including DBS. Ensure that all your documentation is in order and that you have a valid UK driving licence, as this is a requirement for the role.
How to prepare for a job interview at Mattioli Woods
✨Show Your Passion for Finance
Make sure to express your genuine interest in finance during the interview. Share any relevant experiences or stories that highlight your passion for helping others achieve their financial goals.
✨Demonstrate Customer-Facing Experience
Since the role requires experience in customer-facing positions, be prepared to discuss your previous roles in banking, sales, or customer service. Highlight specific examples where you built rapport and trust with clients.
✨Prepare for Technical Questions
Brush up on basic financial concepts and terminology, as you may be asked technical questions related to financial planning. Showing that you have a foundational understanding will impress the interviewers.
✨Exhibit Professionalism and Ethics
Throughout the interview, maintain a professional demeanor and demonstrate strong ethics. Discuss how you prioritise integrity in your work and how it aligns with the values of the company.
