Financial Adviser Academy Trainee - Fully Salaried, Mentored in Sheffield

Financial Adviser Academy Trainee - Fully Salaried, Mentored in Sheffield

Sheffield Trainee 49500 - 60500 £ / year (est.) No working from home possible
Mattioli Woods

At a Glance

  • Tasks: Join our Financial Adviser Academy and transform into a confident financial adviser.
  • Company: Mattioli Woods, a leading financial services firm with a supportive culture.
  • Benefits: Fully salaried position, mentorship, travel reimbursement, and clear career progression.
  • Other info: Structured mentorship and comprehensive support throughout the 12-month programme.
  • Why this job: Gain real client experience and develop your skills in a dynamic environment.
  • Qualifications: 2-3 years in customer-facing roles and completion of the R01 exam.

The predicted salary is between 49500 - 60500 £ per year.

Mattioli Woods invites applications for its Financial Adviser Academy, a fully salaried, 12‑month development programme designed to take you from trainee to confident financial adviser.

You will receive structured mentorship, genuine client exposure, and comprehensive support under supervision.

Applicants should have 2–3 years in customer-facing roles and have completed the R01 exam.

Travel to Leicester is required, with all travel and accommodation expenses reimbursed; a clear progression path

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Financial Adviser Academy Trainee - Fully Salaried, Mentored in Sheffield employer: Mattioli Woods

At Mattioli Woods, we pride ourselves on being an exceptional employer that fosters a supportive and dynamic work environment for our Financial Services Administrators. With a focus on career progression, competitive benefits including hybrid working options, and a collaborative team culture, you will have the opportunity to develop your expertise while making a meaningful impact on our clients. Join us to be part of a team that values your contributions and supports your professional growth.

Mattioli Woods

Contact Details:

Mattioli Woods Recruitment Team

We think you need these skills to ace Financial Adviser Academy Trainee - Fully Salaried, Mentored in Sheffield

Customer Service Skills
Financial Knowledge
Mentorship Ability
Client Relationship Management
Communication Skills
R01 Exam Completion
Adaptability