Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join our Trainee Adviser Academy and gain hands-on experience in financial advice.
- Company: Mattioli Woods is a leading wealth management business focused on innovation and collaboration.
- Benefits: Enjoy career growth, well-being perks, and a vibrant team culture with social events.
- Why this job: Kickstart your career with mentorship, professional growth, and the chance to make a real impact.
- Qualifications: Up to 3 years in sales or customer service; interest in financial planning required.
- Other info: Fully funded 12-month programme leading to a Level 4 Diploma in Regulated Financial Planning.
Kickstart Your Career in Financial Advice: Join Our Trainee Adviser Academy! Are you ready to take the first step toward a rewarding career in financial advice? Mattioli Woods is recruiting highly motivated individuals for our Trainee Adviser Academy, a fully funded 12-month in-house programme where you'll gain valuable knowledge and achieve the Level 4 Diploma in Regulated Financial Planning. Our structured and supportive programme offers a perfect blend of hands-on experience, mentorship, and professional growth, setting you up for a successful career in wealth management.
What You'll Need to Succeed
- Up to 3 years experience in sales, banking, mortgages, or customer service (required).
- Up to 2 years experience in a financial services-related role (desirable).
- Genuine interest in financial planning and delivering great client outcomes.
- Excellent literacy, numeracy, and communication skills.
- A full, clean UK driving license.
- Commitment to undergoing and clearing DBS checks.
Why Choose Our Academy?
- Comprehensive Training: Learn from our experienced trainers and consultants.
- Advisory Experience: Build confidence through client-facing activities and case studies.
- Professional Growth: Develop a strong network, gain advisory expertise, and join our expert team of financial advisers after successful completion.
- Mentorship: Receive tailored guidance from our leading consultants throughout the programme.
The Training Journey
- Stage 1 (9 months): Complete R01R05 exams. Gain hands-on experience in paraplanning and client-facing activities. Participate in training sessions and complete monthly assignments.
- Stage 2 (3 months): Complete the R06 exam. Attend technical training across a range of financial subjects. Join client meetings weekly and support our consultancy team.
Upon successful completion, you'll join our expert team of wealth management consultants, ready to make an impact in clients' lives.
Benefits You'll Receive
- Career Growth: Clear progression path within a national wealth management business.
- Support: Access to specialist teams for technical and investment guidance.
- Well-Being: Group pension, life assurance, income protection, and health cash plan.
- Team Spirit: Join a vibrant culture with regular social events and charity fundraisers.
This is your opportunity to embark on a life-changing journey and become part of a business that values innovation, development, and collaboration. Apply now and take the first step toward building a successful career in financial advice!
Trainee Financial Adviser employer: Mattioli Woods
Contact Detail:
Mattioli Woods Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Adviser
✨Tip Number 1
Network with professionals in the financial services industry. Attend local finance-related events or join online forums to connect with current financial advisers and learn about their experiences. This can provide you with valuable insights and potentially lead to referrals.
✨Tip Number 2
Demonstrate your genuine interest in financial planning by staying updated on industry trends and news. Follow relevant blogs, podcasts, or social media accounts to engage in conversations and show your enthusiasm during interviews.
✨Tip Number 3
Prepare for client-facing activities by practising your communication skills. Role-play scenarios with friends or family to build confidence in discussing financial topics and delivering great client outcomes, which is crucial for this role.
✨Tip Number 4
Research Mattioli Woods and their values thoroughly. Understanding their approach to wealth management and client service will help you align your answers during interviews and demonstrate that you're a good fit for their team.
We think you need these skills to ace Trainee Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in sales, banking, or customer service. Emphasise any financial services-related roles you've held and showcase your communication skills.
Craft a Compelling Cover Letter: Write a cover letter that expresses your genuine interest in financial planning. Mention why you want to join the Trainee Adviser Academy and how you can contribute to Mattioli Woods.
Highlight Your Skills: In your application, clearly outline your literacy, numeracy, and communication skills. Provide examples of how you've used these skills in previous roles to achieve great client outcomes.
Prepare for the Interview: If invited for an interview, be ready to discuss your motivation for pursuing a career in financial advice. Research common interview questions related to the role and prepare thoughtful responses.
How to prepare for a job interview at Mattioli Woods
✨Show Your Passion for Financial Planning
Make sure to express your genuine interest in financial planning during the interview. Share any relevant experiences or insights that demonstrate your enthusiasm for helping clients achieve their financial goals.
✨Highlight Relevant Experience
Discuss your up to 3 years of experience in sales, banking, or customer service. Be prepared to provide specific examples of how these roles have equipped you with skills that are transferable to a financial advisory position.
✨Demonstrate Strong Communication Skills
Since excellent communication is key in this role, practice articulating your thoughts clearly and confidently. Consider preparing answers to common interview questions to showcase your ability to convey complex information simply.
✨Prepare Questions for Your Interviewers
Show your engagement by preparing thoughtful questions about the Trainee Adviser Academy and the company culture at Mattioli Woods. This not only demonstrates your interest but also helps you assess if the role is the right fit for you.
