At a Glance
- Tasks: Join our Financial Adviser Academy and develop your skills in financial planning.
- Company: Mattioli Woods, a leader in financial advice with a supportive culture.
- Benefits: Fully salaried role, funded qualifications, mentorship, and comprehensive benefits.
- Other info: Structured development with clear progression from trainee to adviser.
- Why this job: Launch your career with real client exposure and expert guidance.
- Qualifications: Customer-facing experience and a passion for helping others.
The predicted salary is between 40000 - 50000 £ per year.
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 requirements:
- 2-3 years in customer-facing roles such as banking, sales, mortgages, or service
- RO1 exam completed, by Chartered Insurance Institute (or equivalent)
- A clear, confident communicator with a genuine interest in helping people
- Detail-oriented, professional, and able to study independently
- Strong literacy and numeracy with comfort around technical information
- Resilient, curious, and motivated for a long-term financial planning career
- Eligible for full pre-employment checks including DBS
What is an RO1?
RO1 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 RO1 exam before your start date in January 2027. If you have not yet completed RO1, we will support you through it and reimburse the cost upon successful completion.
Our investment in you:
- A fully salaried role from day one, through to your adviser career
- Fully-funded professional qualifications (RO2-RO6)
- Genuine one-to-one mentoring from experienced advisers
- Real client exposure under supervision
- Structured development across core adviser skills
- Clear progression pathway from trainee to confident, credible adviser
- Comprehensive benefits package
Your Academy journey:
- Term 1 - Professional foundations (3.5 months): Complete RO2 through RO5, building technical knowledge, regulatory confidence, and professional credibility.
- Term 2 - Training to advise (2.5 months): Complete RO6 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 adviser:
- Term 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 timeline:
- Stage 1: Submit your CV
- Stage 2: Complete an online questionnaire
- Stage 3: 20-30 minute phone interview (if shortlisted)
- Stage 4: Assessment Day 13th October 2026
- Stage 5: Final Interviews 19th to 23rd October 2026
Ready to shape your future in financial advice? Apply now.
Trainee Financial Adviser in Leicester employer: All The Top Bananas
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StudySmarter Expert Advice🤫
We think this is how you could land Trainee Financial Adviser in Leicester
✨Tap into University Career Services
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We think you need these skills to ace Trainee Financial Adviser in Leicester
Some tips for your application 🫡
Show your numbers!:In banking and financial services, we love a bit of quantification. Be sure to highlight any relevant coursework, grades, or projects that showcase your analytical skills. If you've tackled math-heavy subjects or have experience with financial modelling, let that shine on your CV!
Tailor your application to finance:Don't just copy and paste a generic cover letter; weave in your passion for finance and share any relevant experiences or internships, no matter how small. Writing about your motivations and learning potential in relation to the role will help us see you fit in at All The Top Bananas.
Certifications can set you apart:If you've got any finance-related certifications (think CFA Level 1, ACCA, or even online courses), make sure to include them! They show initiative and a commitment to your career in banking, which we really appreciate.
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How to prepare for a job interview at All The Top Bananas
✨Brush Up on Your Financial Knowledge
Make sure you’re comfortable with financial concepts and terminology. The interview may dive into areas like risk assessment or investment strategies, so revisiting some core principles and current trends in the banking sector will really help us stand out at All The Top Bananas.
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Expect to encounter case studies or hypothetical financial scenarios where you’ll need to demonstrate your analytical skills. Practising with examples can help us articulate our thought process clearly and show how we approach problem-solving specific to the banking and financial services sector.
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As a trainee, they’re looking for potential over experience. We should emphasise our willingness to learn and adapt. Be ready to discuss how we’ve taken on challenges in the past, showcasing our growth mindset and eagerness to dive into the banking world with both feet.
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Let your passion for banking shine through! Discuss any relevant coursework, internships, or even personal finance projects you’ve explored. This not only demonstrates our knowledge but also our genuine enthusiasm for a career in banking at All The Top Bananas.
