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- Tasks: Join our Trainee Consultant Academy and gain hands-on experience in financial planning.
- Company: We are a leading firm dedicated to transforming financial futures.
- Benefits: Enjoy a fully-funded qualification, expert training, and comprehensive benefits like life insurance.
- Why this job: This is your chance to kickstart a rewarding career with clear advancement opportunities.
- Qualifications: You need 2+ years in sales, banking, or customer service and a passion for client success.
- Other info: Apply now to shape your future in financial advice!
The predicted salary is between 24000 - 36000 £ per year.
Job Description
🌟 We’re Hiring: Trainee Financial Adviser – July 2025 Academy Intake 🌟
📍 Locations: Preston, Southport and/or Liverpool
💼 Full-Time, 12-Month Programme | Fully Funded Training + Competitive Benefits
Are you ready to take the first step toward a successful career in financial advice? At Mattioli Woods, we’re inviting motivated individuals to join our July 2025 intake for the Trainee Adviser Academy – an exciting, fully funded 12-month programme that sets you on the path to becoming a qualified Financial Adviser.
Why Join Our Academy?
This in-house programme offers a structured, supportive environment where you’ll gain valuable industry knowledge, work toward the Level 4 Diploma in Regulated Financial Planning, and build a strong foundation in wealth management.
You’ll learn from some of our most experienced advisers and industry professionals through face-to-face training, mentoring, and real-world advisory experience, with sessions hosted at our Leicester office twice a month.
What We’re Looking For:
📈 Experience:
- Up to 3 years’ experience in sales, banking, mortgages, or customer service (required)
- Up to 2 years’ experience in financial services (desirable)
💡 Skills & Qualities:
- Genuine interest in financial planning and delivering positive client outcomes
- Excellent communication, literacy, and numeracy skills
- Confidence engaging with stakeholders at all levels
- Commitment to a structured professional development journey
- Must hold a full UK driving licence (manual preferred) and pass a DBS check
What You’ll Be Doing:
✅ Participate in classroom learning led by our in-house training team
✅ Complete the R01–R06 exams to earn your Level 4 Diploma
✅ Gain practical experience through client meetings and paraplanning tasks
✅ Work closely with our Wealth Management Consultants and support teams
✅ Attend regular sessions at our Leicester office (twice per month)
✅ Build technical knowledge across a wide range of financial topics
✅ Complete monthly assignments and assessments throughout the programme
Why Start Your Career at Mattioli Woods?
At Mattioli Woods, we champion professional growth, collaboration, and client excellence. You’ll have access to our technical support teams, a specialist investment division, and a network of experienced professionals ready to help you succeed.
Benefits Package:
🎯 Group Pension Scheme
🛡️ Life Assurance & Income Protection
💊 Health Cash Plan
🎉 Exciting charity and social events
🌱 Career progression and access to further qualifications
✨ Apply Now to start your financial advice journey with Mattioli Woods – where your future is invested in success!
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
Make sure to highlight your sales, banking, or customer service experience during the interview. Share specific examples of how you've successfully engaged with clients and achieved results, as this will demonstrate your suitability for the role.
✨Tip Number 2
Show your genuine passion for financial planning by staying updated on industry trends and news. Being able to discuss recent developments in financial planning can set you apart and show that you're committed to the field.
✨Tip Number 3
Prepare to showcase your interpersonal skills through role-playing scenarios. Practice how you would handle client interactions, as this will help you convey your ability to build relationships and provide excellent client service.
✨Tip Number 4
If you have a valid UK driving license, mention it! This is an essential requirement for the role, and demonstrating your readiness to travel for client meetings can give you an edge over other candidates.
We think you need these skills to ace Trainee Financial Adviser
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Trainee Financial Adviser position. Understand the essential requirements and responsibilities to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize your 2+ years of experience in sales, banking, or customer service. Provide specific examples that demonstrate your passion for financial planning and client success.
Showcase Interpersonal Skills: Since excellent interpersonal skills are crucial for this role, include instances where you successfully interacted with clients or colleagues. This could be through teamwork, problem-solving, or customer service achievements.
Prepare a Strong Cover Letter: Craft a compelling cover letter that not only outlines your qualifications but also expresses your genuine interest in financial planning. Make sure to convey why you want to join the Trainee Consultant Academy and how it aligns with your career goals.
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 stories that highlight your passion and commitment to helping clients achieve their financial goals.
✨Highlight Your Sales and Customer Service Experience
Since a proven track record in sales, banking, or customer service is essential, prepare specific examples from your past roles that demonstrate your skills in these areas. Discuss how you successfully engaged with clients and contributed to their satisfaction.
✨Demonstrate Analytical Skills
Be ready to showcase your analytical capabilities. You might be asked to solve a hypothetical financial scenario, so practice breaking down complex information and presenting it clearly. This will show your potential as a financial adviser.
✨Prepare Questions About the Program
Show your enthusiasm by preparing thoughtful questions about the Trainee Consultant Academy. Inquire about the training process, mentorship opportunities, and how the program supports your career advancement. This demonstrates your proactive approach and eagerness to learn.
