Trainee Financial Adviser

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

Trainee Financial Adviser page is loaded## Trainee Financial Adviserlocations: Leicester: Stockport: Belfasttime type: Full timeposted on: Posted Yesterdaytime left to apply: End Date: April 24, 2026 (30+ days left to apply)job requisition id: R1855**Build a career in financial advice through the Mattioli Woods Adviser Academy** ****Fully **salaried** from day one, genuine one-to-one **mentorship**, and real client **exposure**.The Mattioli Woods Adviser Academy delivers one of the most credible adviser development programmes in the profession. A demanding but properly supported pathway for those with a professional services background. Opportunities available across **Leicester**, **Stockport**, and **Belfast**.**Essential requirements**We’re looking for people who already know how to work with clients and now want to turn that experience into a long-term profession. You’ll bring:* 2–3 years in customer-facing roles such as banking, mortgages, sales, customer service* clear, confident communication and a genuine interest in helping people make better decisions* strong attention to detail and professionalism, with the discipline to study independently* solid literacy and numeracy skills, and the confidence to work with technical information* resilience, curiosity, and ambition for a long-term career in financial planning* eligibility to pass full pre-employment checks, including DBS* RO1 exam completed before starting\*\***If you don’t yet have RO1**, we’ll support you to complete it before your start date. Mattioli Woods will reimburse the cost upon successful completion and your start in the Academy.**Our investment in you**From the outset, we remove unnecessary risk so you can focus on achieving excellence. You can expect: a fully-salaried role from day one, through to your adviser career and beyond fully-funded professional qualifications (RO2–RO6) 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 four-term journey**Each term builds on the last, moving from knowledge and understanding to application and independence.**Term 1 (3.5 months) – professional foundations**Complete RO2–RO5 with industry-leading pass rates. Build technical knowledge, regulatory confidence, and professional credibility.**Term 2 (2.5 months) – training to advise**Complete RO6 and learn the Mattioli Woods way. Build a deep understanding of our proposition, processes and people through dedicated sessions delivered by in-house and external experts.**Term 3 (6 months) – one-to-one mentoring**With a senior adviser assigned to mentor you, you will shadow them closely, developing a comprehensive understanding of the role and what excellent advice looks like in practice, while becoming progressively more capable.***Following term 3 and successful completion of internal assessments, you formally begin your career as a Mattioli Woods adviser.*****Term 4 (9 months) – early career support**Now in your role as an adviser, it’s time to further refine your skills with an emphasis on meeting craft and commerciality. You’ll receive ongoing coaching, with structured time to reflect on your performance, identify areas for improvement and sharpen your abilities.**The application process** **Stage 1:** Submit your CV and expression of interest **Stage 2:** Complete a questionnaire and submit a three-minute video **Stage 3:** 20–30-minute HR phone interview (if shortlisted) **Stage 4:** Join us for our Assessment Day on 6 May **Stage 5:** Attend a final interview on 11 or 12 May Join our Adviser Academy and become part of a fast-paced, vibrant team that's shaping the future of wealth management at Mattioli Woods. Applications are now open.### Introduce YourselfIntroduce yourself to our recruiters and we will get in touch if there is a role that seems like a good match.We know that finding the right role can be overwhelming. As a result, we want all candidates – from entry-level to leadership – to experience a fair and transparent recruitment process.Our selection process is an important part of our culture. We have therefore broken it down, mapping out the process your application may follow.