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- Tasks: Join our Trainee Consultant Academy to kickstart your career in wealth management.
- Company: We are a leading firm in financial advice, dedicated to developing future consultants.
- Benefits: Enjoy flexible benefits, health plans, and career development opportunities.
- Why this job: Gain hands-on mentorship and real-world exposure while earning a Level 4 Diploma.
- Qualifications: Ideal candidates have customer-facing experience and a passion for finance.
- Other info: Travel and accommodation covered for training sessions; this is a career launchpad!
Overview
Kickstart your career in wealth management with our Trainee Consultant Academy. Applications for our January 2026 intake are now open. Our Trainee Consultant Academy gives you the chance to learn directly from some of the industry\’s best consultants while getting paid—and earn your Level 4 Diploma in Regulated Financial Planning along the way. This position is based at our Southport office. In your first six months with us, you will be attending in-person training sessions at the Leicester office on a bi-weekly basis. During this period, travel and accommodation will be covered. This isn’t just a training programme – it’s a career launchpad. Why join our academy? We combine expert training, real-world exposure, and hands-on mentorship to give you the tools, confidence, and credibility to succeed in the fast-paced world of financial advice.
Why join our academy
We combine expert training, real-world exposure, and hands-on mentorship to give you the tools, confidence, and credibility to succeed in the fast-paced world of financial advice.
Who we’re looking for
- Ambitious, people-focused individuals ready to build a lasting career in financial planning.
- 2-3 years\’ experience in customer-facing roles (e.g., banking, mortgages, sales, customer service).
- Pass our full pre-employment background checks (including DBS).
- Full UK driving licence (manual preferred).
- Natural ability to build rapport and trust; strong literacy, numeracy, and attention to detail.
- Genuine interest in finance and a passion for supporting others to achieve their goals.
- Commitment and discipline to study independently to achieve the Level 4 Diploma.
- Demonstrate professionalism, strong ethics, and a positive attitude.
12-month journey
- Stage 1: Technical (Months 1-6) – achieve 4 of your 6 RO exams, learn the full advice process through training sessions, consultant shadowing of live client meetings and client support, attend monthly development sessions with expert trainers, and pass key milestone assessments throughout the stage (including roleplays and end of module assessments).
- Stage 2: Application (Months 7-12) – complete the final RO exams to achieve the diploma certification, shadow experienced advisers in live client meetings, professional contact meetings and networking events, deepen knowledge across pensions, protection, investments & tax, receive real-time consultancy support as you begin building your own client relationships.
Benefits
- Group pension scheme
- Life assurance and income protection
- Health cash plan
- Flexible benefits tailored to you
- Charity and social events
- Career development and progression opportunities
Ready to shape your future?
This is more than a job — it\’s an opportunity to become part of an elite community shaping the future of wealth management. Apply now to join our next intake. Let\’s build something brilliant together.
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Trainee Consultant employer: Mattioli Woods
Contact Detail:
Mattioli Woods Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Consultant
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events, webinars, or local meetups to connect with consultants and learn more about their experiences. This can give you valuable insights and potentially lead to referrals.
✨Tip Number 2
Research the latest trends in financial planning and wealth management. Being knowledgeable about current market conditions and regulatory changes will help you stand out during interviews and discussions with potential colleagues.
✨Tip Number 3
Prepare for the interview by practising common questions related to customer service and financial advice. Use role-playing scenarios to build your confidence in handling client interactions, as this is a key aspect of the Trainee Consultant role.
✨Tip Number 4
Showcase your passion for finance and helping others. Be ready to share examples from your previous roles where you've successfully supported clients or customers, demonstrating your ability to build rapport and trust.
We think you need these skills to ace Trainee Consultant
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the Trainee Consultant position and its requirements. Familiarise yourself with the skills needed, such as customer service experience and a genuine interest in finance.
Tailor Your CV: Customise your CV to highlight relevant experience in customer-facing roles. Emphasise your ability to build rapport, attention to detail, and any previous achievements that align with the responsibilities of a Trainee Consultant.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your commitment to achieving the Level 4 Diploma. Use specific examples from your past experiences to demonstrate how you meet the company's expectations.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is accurate and presented professionally.
How to prepare for a job interview at Mattioli Woods
✨Show Your Passion for Finance
Make sure to express your genuine interest in finance during the interview. Share any relevant experiences or knowledge you have about the industry, and explain why you're excited about the opportunity to work in wealth management.
✨Demonstrate Your Customer-Facing Experience
Highlight your previous roles in customer-facing positions. Discuss specific examples where you built rapport with clients or resolved issues effectively, as this will showcase your people skills and ability to thrive in a client-oriented environment.
✨Prepare for Technical Questions
Since this role involves financial planning, be ready to answer technical questions related to the field. Brush up on key concepts in pensions, investments, and tax, and be prepared to discuss how you would apply this knowledge in real-world scenarios.
✨Exhibit Professionalism and Ethics
Throughout the interview, maintain a professional demeanor and demonstrate strong ethics. Be honest about your experiences and show that you understand the importance of trust and integrity in financial advice.