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- Tasks: Join our 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, and one-to-one mentoring.
- Why this job: Launch your career in finance with real client exposure from day one.
- Qualifications: Experience in customer-facing roles and a passion for helping others.
- Other info: Travel to Leicester every fortnight, with all expenses covered.
The predicted salary is between 24000 - 36000 £ per year.
Build a career in financial advice through the Mattioli Woods Adviser Academy. We are reopening applications for our Adviser Academy - a multi-term programme over 12 months, designed to take you from trainee to expert financial planner. The Mattioli Woods Adviser Academy delivers one of the most credible adviser development programmes in the profession.
What sets it apart?
- A fully salaried model
- Genuine one-to-one mentorship
- Real client exposure from day one
Please note: over the 12-month programme, successful applicants for Belfast will be expected to travel to Leicester and stay for 2 days every fortnight, with all travel expenses fully reimbursed.
Requirements:
- 2–3 years in customer-facing roles (banking, sales, mortgages, or service)
- Clear, confident communicator with a genuine interest in helping people
- Detail-oriented, professional, and able to study independently
- Strong literacy and numeracy; comfortable with technical information
- Resilient, curious, and motivated for a long-term financial planning career
- Eligible for full pre-employment checks, including DBS
- RO1 exam completed before start*
*If you don’t yet have RO1, we’ll support you to complete it before your start date. Mattioli Woods will reimburse the cost upon successful completion and your start in the Academy.
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
- Clear progression pathway from trainee to confident, credible adviser
Term 1 (3.5 months) – Professional foundations: Complete RO2–RO5, building technical knowledge, regulatory confidence, and professional credibility.
Term 2 (2.5 months) – Training to advise: Complete RO6 and learn the Mattioli Woods way, gaining insight into our proposition, processes, and people through expert-led sessions. Shadow a senior adviser, developing practical skills and understanding what excellent advice looks like, while gradually taking on more responsibility. Successful completion leads to your official start as a Mattioli Woods adviser.
Term 4 (9 months) – Early career support: Refine your skills with a focus on craft and commerciality, supported by ongoing coaching and structured performance reflection.
Application timeline:
- Stage 1: Submit your CV and expression of interest
- Stage 3: 20–30-minute HR phone interview (if shortlisted)
- Stage 5: Final interviews – 11 and 12 May
Ready to shape your future in financial advice?
Trainee Financial Adviser in Belfast employer: Mattioli Woods
Contact Detail:
Mattioli Woods Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Adviser in Belfast
✨Tip Number 1
Get to know the company! Research Mattioli Woods and understand their values, culture, and what makes them tick. This will help you tailor your conversations during interviews and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your communication skills! As a trainee financial adviser, you'll need to be a clear and confident communicator. Try role-playing common interview questions with a friend or family member to get comfortable expressing your thoughts.
✨Tip Number 3
Network like a pro! Connect with current or former employees on LinkedIn to gain insights about the Adviser Academy. They might share tips or even refer you, which can give you an edge in the application process.
✨Tip Number 4
Don’t forget to follow up! After your interviews, send a quick thank-you email to express your appreciation for the opportunity. It shows professionalism and keeps you fresh in their minds as they make their decisions.
We think you need these skills to ace Trainee Financial Adviser in Belfast
Some tips for your application 🫡
Craft a Compelling CV: Your CV is your first impression, so make it count! Highlight your customer-facing experience and any relevant skills that show you're ready to dive into the financial world. Keep it clear, concise, and tailored to the Trainee Financial Adviser role.
Write a Personalised Expression of Interest: This is your chance to shine! Share why you're passionate about financial advice and how you align with our values at Mattioli Woods. Be genuine and let your personality come through – we want to see the real you!
Showcase Your Communication Skills: As a financial adviser, clear communication is key. In your application, demonstrate your ability to convey complex information simply. Use straightforward language and structure your thoughts logically to impress us right from the start.
Apply Through Our Website: We encourage you to apply directly through our website for a smooth application process. It’s the best way to ensure your application gets the attention it deserves. Plus, you’ll find all the info you need about the Academy there!
How to prepare for a job interview at Mattioli Woods
✨Know Your Stuff
Before the interview, make sure you understand the basics of financial advice and the services offered by Mattioli Woods. Brush up on key terms and concepts, as well as the structure of the Adviser Academy. This will show your genuine interest and help you answer questions confidently.
✨Showcase Your Experience
Highlight your customer-facing experience from previous roles in banking, sales, or service. Prepare specific examples that demonstrate your communication skills and ability to help people. This is crucial for a role that revolves around client interaction.
✨Ask Thoughtful Questions
Prepare some insightful questions about the Adviser Academy and the mentoring process. This not only shows your enthusiasm but also helps you gauge if the programme aligns with your career goals. Think about what you want to learn and how you can contribute.
✨Be Yourself
During the interview, let your personality shine through. The team at Mattioli Woods values resilience, curiosity, and motivation. Be honest about your aspirations and why you're interested in a long-term career in financial planning. Authenticity goes a long way!