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.
Essential requirements 2
3
years in customer-facing roles such as banking, sales, mortgages, or service
R
0
1 exam completed, by Chartered Insurance Institute (or equivalent)
a
clear, confident communicator with a genuine interest in helping people
d
etail-oriented, professional, and able to study independently
s
trong literacy and numeracy with comfort around technical information
r
esilient, curious, and motivated for a long-term financial planning career
e
ligible for full pre-employment checks including DBS
What is an RO1? R
0
1 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 R
0
1 exam before your start date in January 2027. If you have not yet completed R
0
1, we will support you through it and reimburse the cost upon successful completion.
Our investment in you a
fully salaried
role from day one, through to your adviser career fully-funded professional qualifications (R 0
2R
0
6) genuine one-to-one mentoring from experienced advisers real client exposure under supervision structured development across core adviser skills clear progression pathway from trainee to confident, credible adviser comprehensive benefits package Your
Academy
journey
Term
1
-
Professional foundations
(
3
.5 months) Complete R
0
2 through R
0
5, building technical knowledge, regulatory confidence, and professional credibility. Term
2
-
Training to advise
(2.5 months) Complete R
0
6 and learn the Mattioli Woods way through expert-led sessions covering our proposition, processes, and people. Term
3
-
One-to-one mentoring
(6 months) 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.
Beyond the Academy
-
your first year as an 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 2:
Complete an online questionnaire
Stage 3:
2030-minute phone interview (if shortlisted)
Stage 4:
Assessment Day 13th October 2026
Stage 5:
Final Interviews
19th to 23rd October 2026
Ready to shape your future in financial advice?
Apply now.
TPBN1_UKTJ
Trainee Financial Adviser in York employer: Mattioli Woods
Mattioli Woods is an exceptional employer, offering a structured 12-month Financial Adviser Academy that transforms trainees into confident financial advisers. With a fully salaried model, genuine one-to-one mentorship, and real client experience, we foster a supportive work culture that prioritises employee growth and development. Located in a vibrant area, our team enjoys a collaborative environment that encourages innovation and personal achievement.
