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, professional qualifications, and one-to-one mentoring.
- Other info: Structured development with clear progression to become a confident adviser.
- Why this job: Launch your career in finance with real client exposure and expert guidance.
- Qualifications: Customer-facing experience and a passion for helping others.
The predicted salary is between 38250 - 46750 £ 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
R
0
1 exam completed, by Chartered Insurance Institute (or equivalent)
a
clear, confident communicator with a genuine interest in helping people
d
etail-oriented, professional, and able to study independently
s
trong literacy and numeracy with comfort around technical information
r
esilient, curious, and motivated for a long-term financial planning career
e
ligible for full pre-employment checks including DBS
What is an RO1?
R
0
1 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 R
0
1 exam before your start date in January 2027.
If you have not yet completed R
0
1, 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 (R 0
2R
0
6) 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 R
0
2 through R
0
5, building technical knowledge, regulatory confidence, and professional credibility.
Term
2
-
Training to advise
(2.5 months) Complete R
0
6 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:
2030-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.
TPBN1_UKTJ
Trainee Financial Adviser in Chelmsford employer: Mattioli Woods
Mattioli Woods is an exceptional employer, offering a structured 12-month Financial Adviser Academy that transforms trainees into confident financial advisers. With a fully salaried model, genuine one-to-one mentorship, and real client experience, we foster a supportive work culture that prioritises employee growth and development. Located in a vibrant area, our team enjoys a collaborative environment that encourages innovation and personal achievement.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Financial Adviser in Chelmsford
✨Tap into University Career Services
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We think you need these skills to ace Trainee Financial Adviser in Chelmsford
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 Mattioli Woods.
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 Mattioli Woods
✨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 Mattioli Woods.
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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.
✨Showcase Your Interest in the Industry
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 Mattioli Woods.
