At a Glance
- Tasks: Join our 12-month programme to become a confident financial adviser with real client exposure.
- Company: Mattioli Woods, a leader in financial advice with a supportive culture.
- Benefits: Fully salaried role, funded qualifications, and travel expenses covered.
- Other info: Dynamic training environment with ongoing support for your first year as an adviser.
- Why this job: Launch your career with mentorship and a clear path to success in financial planning.
- Qualifications: Experience in customer-facing roles and completion of the R01 exam required.
The predicted salary is between 40500 - 49500 £ 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.
Please note that, as part of the 12-month programme, successful applicants will be required to travel to Leicester and stay for two days every fortnight. All travel and accommodation expenses will be fully reimbursed.
- 2-3 years in customer-facing roles such as banking, sales, mortgages, or service
- R01 exam completed, by Chartered Insurance Institute (or equivalent)
- A clear, confident communicator with a genuine interest in helping people
- Detail-oriented, professional, and able to study independently
- Strong literacy and numeracy with comfort around technical information
- Resilient, curious, and motivated for a long-term financial planning career
- Eligible for full pre-employment checks including DBS
What is an R01? R01 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 R01 exam before your start date in January 2027. We will reimburse the cost upon successful completion.
Your Academy journey:
- Term 1 - Professional foundations (3.5 months): Complete R02 through R05, building technical knowledge, regulatory confidence, and professional credibility.
- Term 2 - Training to advise (2.5 months): Complete R06 and learn the Mattioli Woods way through expert-led sessions covering our proposition, processes, and people. 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.
- 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 3: 20-30-minute phone interview (if shortlisted)
- Stage 5: Final Interviews - 19th to 23rd October 2026
Trainee Financial Adviser 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.
