Trainee Financial Adviser: Fully Salaried with Mentorship

Mattioli Woods Limited; Leicester; On-site; GBP 60,000 - GBP 80,000; Full time

Job summary

A reputable financial advisory firm in the UK seeks a Trainee Financial Adviser to join its Adviser Academy. This fully salaried position supports career development through mentorship and structured training over a four-term program. Applicants should have customer service experience and strong communication skills, along with a commitment to pursuing financial qualifications. This is an excellent opportunity for individuals aspiring to excel in financial planning and providing client advice.

Benefits

Fully-funded professional qualifications

One-to-one mentoring

Comprehensive benefits package

Qualifications

• 2-3 years in customer-facing roles such as banking or sales.
• Strong communication and a genuine desire to help clients.

Responsibilities

• Participate in the Mattioli Woods Adviser Academy.
• Complete professional qualifications RO2-RO6.
• Shadow a senior adviser to learn the role.

Skills

Customer service experience

Communication skills

Attention to detail

Numeracy skills

Resilience

Curiosity

Interest in financial planning

Education

RO1 exam completed

Job description

A reputable financial advisory firm in the UK seeks a Trainee Financial Adviser to join its Adviser Academy. This fully salaried position supports career development through mentorship and structured training over a four-term program. Applicants should have customer service experience and strong communication skills, along with a commitment to pursuing financial qualifications. This is an excellent opportunity for individuals aspiring to excel in financial planning and providing client advice.