At a Glance
- Tasks: Help people make important financial decisions and build wealth.
- Company: Mattioli Woods, a leading financial advisory firm with a purpose-driven culture.
- Benefits: Fully salaried role, structured training, professional qualifications, and mentoring.
- Other info: Join us in January 2027; applications open in Leicester, Essex, Sheffield, and Stockport.
- Why this job: Make a real difference in people's lives while earning uncapped income.
- Qualifications: Experience in sales or people-focused roles; no financial expertise needed.
The predicted salary is between 24833 - 30351 £ per year.
Some careers pay well. Some feel worthwhile. Why choose?
Build a career with purpose, variety and real earning potential through the Mattioli Woods Financial Adviser Academy.
Financial advice is a career where you can make a genuine difference to people's lives - helping them navigate some of their biggest decisions, from building wealth and preparing for retirement to protecting their family and planning what they leave behind.
It's also a career with significant potential. As a financial adviser at Mattioli Woods, you'll have the opportunity for uncapped earnings and a highly rewarding long-term career.
The
Mattioli Woods Financial Adviser Academy is designed to help experienced professionals make that move.
This isn't a graduate scheme.
We're looking for people who have already built experience elsewhere and are ready to use it differently.
You might come from sales, banking, mortgages, recruitment, professional services, account management or another people-focused career.
You don't need to be a financial expert. We can teach you financial planning. We're looking for the qualities that make someone a great adviser.
Could this be you?
We're looking for people who can
- Build relationships and earn trust
- Communicate confidently and handle important conversations
- Listen, understand people and ask great questions
- Show resilience, curiosity and ambition
Above all, you'll want a career where what you do matters to someone else.
Our investment in you?
From day one, you'll join us in a fully salaried role with
- 12 months of structured training and development
- Fully funded professional qualifications
- One-to-one mentoring from an experienced adviser
- Real client experience under supervision
- Ongoing coaching as you establish your adviser career
- A clear pathway to becoming a Mattioli Woods financial adviser
Before joining the Academy in January 2027, successful candidates will need to complete CII R01 (or equivalent).
You don't need it before applying, and we'll reimburse the cost when you successfully complete it.
Your next career move starts here.
- Applications are now open in
- Leicester, Essex, Sheffield and Stockport for
January 2027 start.
You've already proved yourself in one career. Now build one with purpose, variety and the potential to change your future - as well as somebody else's.
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Trainee Financial Adviser Programme in Leicester employer: Mattioli Woods
Mattioli Woods is an exceptional employer that offers a unique opportunity to build a meaningful career as a financial adviser through its Financial Adviser Academy. With a strong focus on personal development, employees benefit from structured training, fully funded professional qualifications, and one-to-one mentoring, all within a supportive work culture that values resilience and ambition. Located in vibrant cities like Leicester, Essex, Sheffield, and Stockport, the company provides a dynamic environment where you can make a genuine difference in people's lives while enjoying uncapped earning potential.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Financial Adviser Programme in Leicester
✨Tap into University Career Services
If you're a student or recent grad eyeing a trainee role in banking or financial services, your university career services are your secret weapon. They often have connections with firms, and can guide you to exclusive openings that aren't advertised widely, so make sure to get in touch!
✨Get Involved in Finance Societies
Joining finance-related societies or clubs at your university can seriously up your game. They often host networking events, guest speaker sessions, and workshops that can connect you directly with industry professionals and potential employers.
✨Show Your Passion Through Projects
Try working on finance-related projects or internships, even if they're unpaid. It shows your commitment and gives you something to discuss in interviews. Plus, if you've got a blog or a portfolio detailing your findings on market trends, that can really impress recruiters!
✨Use Our Website to Find Opportunities
We at StudySmarter recommend that you regularly check our website for trainee opportunities at leading companies like Mattioli Woods. They often post openings directly there, so don't miss out on the chance to apply and show what you've got!
We think you need these skills to ace Trainee Financial Adviser Programme 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 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.
Proofread with a fine-tooth comb:In finance, attention to detail is crucial! Spam your application with typos or poor formatting, and we may flag you as 'not detail-oriented'. So, let’s double-check everything. A clear structure in your CV and cover letter will also help your application stand out. Remember, apply through our website!
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.
✨Prepare for Case Studies
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.
✨Highlight Your Learning Agility
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.
