At a Glance
- Tasks: Join our Financial Adviser Academy and develop your skills in financial planning.
- Company: Mattioli Woods, a leader in financial advice with a supportive culture.
- Benefits: Fully salaried role, funded qualifications, mentorship, and comprehensive benefits.
- Other info: Structured 12-month programme with clear progression to adviser role.
- Why this job: Launch your career with real client exposure and expert guidance.
- Qualifications: Customer-facing experience and completion of R01 exam required.
The predicted salary is between 42750 - 52250 £ 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.
Essential requirements:
- 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. If you have not yet completed R01, 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 (R02-R06)
- 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 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.
- 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: 20-30 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.
Trainee Financial Adviser in Yorkshire 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.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Financial Adviser in Yorkshire
✨Get Involved with University Events
Trainee roles in financial controlling often pop up through university career fairs and networking events. Join finance-related societies at your university so you can mingle with professionals and get the insider scoop on who’s hiring. Plus, these events often have companies like Mattioli Woods actively scouting for fresh talent, so get your face out there!
✨Show Off Your Excel Skills
Financial controlling is all about crunching numbers and analysis, so make sure you highlight any relevant skills, especially in Excel. Consider creating a portfolio showcasing your analytical projects or even doing a small financial analysis on a company like Mattioli Woods. This will not only impress them but also show you’re proactive!
✨Leverage Professional Networks
Connect with professionals in the financial controlling space through platforms like LinkedIn. Join finance groups and participate in discussions. Even better, search for mentors who can guide you through the maze of securing a trainee role. It’s all about building those connections!
✨Apply through Your University
Many firms, including Mattioli Woods, have partnerships with universities for trainee positions. Make sure you utilise your university's career services to get access to exclusive openings and even mock interview practice. Don’t just submit your application blindly—tap into this resource to maximise your chances of landing that trainee position.
We think you need these skills to ace Trainee Financial Adviser in Yorkshire
Some tips for your application 🫡
Show Off Your Academic Credentials:In the financial controlling world, your grades matter! Highlight your academic achievements, especially in relevant subjects like finance, accounting, or economics in your CV. If you’ve completed any finance-related courses or certifications, don’t shy away from boasting about them!
Quantify Your Experience:Employers love numbers! When describing any work experience or projects on your CV, try to include metrics or results. For example, if you managed a budget or helped cut costs for a project, mention how much you saved or increased efficiency. This shows you can make an impact.
Express Your Passion in the Cover Letter:As a trainee, your eagerness to learn is crucial. Use your cover letter to convey your enthusiasm for finance. Share what intrigues you about financial controlling and how this role at Mattioli Woods can help you grow your skills and knowledge in the field.
Tailor Your Application to Mattioli Woods:When applying, it’s vital to tailor your CV and cover letter to reflect the values and goals of Mattioli Woods. Mention specific projects or initiatives of the company that resonate with you. Personalising your application shows you’ve done your research and are genuinely interested in being part of their team.
How to prepare for a job interview at Mattioli Woods
✨Master the Numbers
Finance ain't just about the glitzy spreadsheets! Brush up on your numerical skills and be prepared for some practical case questions. Expect scenarios where you’ll need to crunch some numbers to analyse financial scenarios—it’s a big part of the trainee role in financial controlling.
✨Know Your Tools
Familiarise yourself with financial software and tools commonly used in the industry like SAP or Excel. During the interview, you might be quizzed on your experience with these tools and how you would use them to streamline financial reporting or budgeting processes.
✨Show Your Willingness to Learn
As a trainee, your potential is just as important as your current skills. Be prepared to talk about your eagerness to learn and grow in the role. Sharing examples of how you've picked up new skills in the past can show that you’re adaptable and ready for the challenges ahead!
✨Ask Smart Questions
Tailor your questions to show you understand the financial controlling field—think about how the company handles its financial reporting processes or ask about the specific tools they use. This not only demonstrates your interest but gives us insight into your analytical thinking and engagement with the role at Mattioli Woods.
