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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 with real client exposure and expert guidance from day one.
- Qualifications: Experience in customer-facing roles and a passion for helping others.
- Other info: Clear progression pathway and ongoing support for your professional growth.
The predicted salary is between 24000 - 36000 £ per year.
Build a career in financial advice through the Mattioli Woods Adviser Academy. We’re 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, and real client exposure from day one.
- 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 2: Complete a questionnaire and submit a three‑minute video
- 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 Leicester employer: Mattioli Woods
Contact Detail:
Mattioli Woods Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Adviser in Leicester
✨Tip Number 1
Get your video pitch spot on! This is your chance to show off your personality and passion for financial advice. Keep it concise, engaging, and make sure to highlight why you’re the perfect fit for the Mattioli Woods Adviser Academy.
✨Tip Number 2
Prepare for that HR phone interview like it’s the final exam! Research common interview questions and practice your responses. We want to see your clear communication skills and genuine interest in helping people shine through.
✨Tip Number 3
Network, network, network! Connect with current or past trainees from the Academy on LinkedIn. They can provide insider tips and maybe even some encouragement. Plus, it shows your commitment to learning and growing in the field.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Trainee Financial Adviser in Leicester
Some tips for your application 🫡
Craft a Stellar 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 role.
Nail the Expression of Interest: This is your chance to show us why you’re passionate about becoming a financial adviser. Be genuine and let your personality shine through. Share your motivations and what excites you about this career path!
Prepare for the Video Submission: We want to see the real you! Keep your video engaging and professional. Practice what you want to say, but don’t sound too rehearsed. Show us your communication skills and enthusiasm for helping people with their financial journeys.
Ace the HR Phone Interview: If you get to this stage, congrats! Prepare by reviewing common interview questions and think about how your experiences align with our values. Be ready to discuss your interest in financial planning and how you can contribute to our team.
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, especially those related to the RO1 exam. This will show your genuine interest and help you answer questions confidently.
✨Showcase Your Customer Skills
Since the role requires experience in customer-facing positions, be ready to share specific examples from your past roles in banking, sales, or service. Highlight how you’ve helped clients and resolved issues, demonstrating your clear communication and problem-solving skills.
✨Ask Thoughtful Questions
Prepare a few insightful questions about the Adviser Academy and the mentoring process. This not only shows your enthusiasm for the role but also helps you gauge if the programme aligns with your career goals. Think about what you want to learn and how you can grow within the company.
✨Be Yourself
Authenticity goes a long way! Be honest about your motivations for wanting to join the Academy and your long-term career aspirations. The interviewers are looking for candidates who are resilient, curious, and genuinely motivated to succeed in financial planning.