Mattioli Woods Financial Adviser Academy in Leicester

Mattioli Woods Financial Adviser Academy

Not just a job but a career you can build.

The Mattioli Woods Financial Adviser Academy is a structured, salaried pathway into financial advice – designed to take you from your current role into a long-term career as a professional adviser.

About Our Academy

Whether you’re early in your career or looking to change direction, the Academy is designed to take you from where you are today to becoming a trusted financial adviser.

Most people don’t change career because things are going badly.

They change because something no longer fits.

The Mattioli Woods Financial Adviser Academy is a structured, salaried pathway into financial advice – designed to take you from your current role into a long-term career as a professional adviser. If any of this resonates, you’re in the right place.

What to expect:

What is the Financial Adviser Academy?

financial adviser

noun

A financial adviser in the UK is a regulated professional who provides advice on financial products, investments, and tax planning to help clients manage money and achieve financial goals.

Oxford English Dictionary Definition

The Academy is not an informal training route or a generic entry-level programme.

It’s a structured pathway into financial advice and combines professional qualifications, real client experience and ongoing development into a single, defined journey.

Whether you’re early in your career or looking to change direction, the Academy is designed to take you from where you are today to becoming a trusted financial adviser – with the knowledge, experience and judgement required to advise real clients with confidence.

This isn’t about learning theory and hoping it translates later. It’s about building capability in layers – so by the time you advise clients, you’re ready.

Develop judgement, communication and professionalism

Who is the Academy designed for?

There is no single background that defines a future adviser, but there is a pattern.

Many of our most successful advisers started in completely different careers.

The Academy is designed for people who want more than a role – who are looking to build a long-term, professional career where they can take responsibility and make a meaningful impact on clients’ lives.

• Career switchers looking to move into a more meaningful, long-term profession
• Professionals already working in financial services or wealth management who want to progress into an advisory role
• Early-career professionals with strong interpersonal skills and the desire to build a career in financial advice

You don’t need a background in finance as what matters most is mindset, curiosity and a genuine focus on clients – not prior industry experience.

The Home of
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Most people joining the Academy bring:

• Professional experience working with people
• Strong communication and relationship-building skills.
• The ability to listen, understand and solve problems
• Sound judgement and a high level of personal responsibility
• You may already be working in financial services or you may be coming from a completely different profession. Both are valid starting points.

We provide the technical training, qualifications and support. You bring the mindset.

How the Mattioli Woods Financial Adviser Academy works

The Academy is structured to build capability progressively – not all at once. You move from learning to applying to advising.

A four-term journey. Within12 months, you can begin advising clients. Within21 months, you are operating with confidence and consistency.

Development isn’t left to chance and you will be supported throughout the programme through:

• One-to-one mentorship from experienced advisers
• Structured feedback and regular coaching
• Learning along with others on the same journey, building shared momentum

As your experience and client relationships grow, so does your earning potential – with no cap on what you earn.

Career progression and long-term opportunities

• Build long-term client relationships
• Develop expertise in complex financial planning
• Progress into senior advisory or management roles
• Shape your own career over time

The Academy is not the destination, it’s the starting point. By completing the programme, you move into a career where you can:

Why join the Mattioli Woods Adviser Academy?

• A salaried start: You’re employed from day one. No self-funding. No income uncertainty.
• Genuine mentorship: You learn alongside experienced advisers – not in isolation.
• Real clients: You don’t wait years to apply what you’ve learned. You build experience as you go.

Three things set this apart. This combination is rare. And it changes everything.

We look for potential, not perfection, and we’re clear about what the role involves – so you can make an informed decision.

A career in financial advice is not about products or markets. It’s about helping people make some of the most important decisions of their lives – with clarity and confidence.
If that’s the kind of work you want to do, this is where it starts.

The Home of
Financial Confidence Be Curious.
Be Invested.
Be Present. Mattioli Woods Trusted advisers