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- Tasks: Build a career in financial advice with hands-on training and real client exposure.
- Company: Join Mattioli Woods, a leader in financial planning with a supportive culture.
- Benefits: Fully salaried role, funded qualifications, mentoring, and comprehensive benefits package.
- Why this job: Transform from trainee to expert adviser with genuine mentorship and clear progression.
- Qualifications: Customer-facing experience, strong communication skills, and a passion for helping others.
- Other info: Structured development programme with excellent career growth opportunities.
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.
Essential requirements:
- 23 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
- Real client exposure under supervision
- Structured development across core adviser skills
- Clear progression pathway from trainee to confident, credible adviser
- Comprehensive benefits package
Your four-term journey:
- 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.
- Term 3 (6 months): One-to-one mentoring. 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
- Stage 2: Complete an online questionnaire
- Stage 3: 20-30 minute HR phone interview (if shortlisted)
- Stage 4: Assessment day - 6 May
- Stage 5: Final interviews - 11 and 12 May
Ready to shape your future in financial advice? Apply Now!
Trainee Financial Adviser in Loughborough employer: Mattioli Woods
Contact Detail:
Mattioli Woods Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Adviser in Loughborough
✨Tip Number 1
Get to know the company inside out! Research Mattioli Woods, their values, and what makes their Adviser Academy unique. This will help you stand out 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 trainees from the Adviser Academy on LinkedIn. They can provide valuable insights and tips that could give you an edge in the application process.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining the Mattioli Woods family and ready to kickstart your career in financial advice.
We think you need these skills to ace Trainee Financial Adviser in Loughborough
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 Online Questionnaire: This is your chance to showcase your personality and motivation. Be honest and let your passion for helping people shine through. Take your time to think about your answers – we want to see the real you!
Prepare for the HR Phone Interview: If you get shortlisted, you'll have a quick chat with our HR team. Brush up on your communication skills and be ready to discuss why you're interested in the Adviser Academy. Show us your enthusiasm and curiosity!
Get Ready for Assessment Day: This is where the fun begins! Be prepared to engage in activities that reflect real-life scenarios. Show us your resilience and ability to work under pressure. Remember, we're looking for potential advisers who are eager to learn and grow!
How to prepare for a job interview at Mattioli Woods
✨Know Your Stuff
Before the interview, make sure you understand the basics of financial advising and the specific offerings of Mattioli Woods. Brush up on key terms and concepts related to financial planning, as well as the RO1 exam content, so you can speak confidently about your knowledge.
✨Showcase Your People Skills
Since this role is all about helping clients, be prepared to demonstrate your customer-facing experience. Think of examples from your past roles where you’ve successfully communicated with clients or resolved issues, and be ready to share these stories during the interview.
✨Ask Smart Questions
Interviews are a two-way street! Prepare thoughtful questions about the Adviser Academy and the mentoring process. This shows your genuine interest in the programme and helps you assess if it’s the right fit for you.
✨Be Yourself
Authenticity goes a long way. Be honest about your motivations for wanting to join the Academy and your career aspirations in financial planning. The interviewers want to see the real you, so let your passion shine through!