Trainee Financial Adviser, Leicester

Trainee Financial Adviser

3 Days Old

Build a career in financial advice through the Mattioli Woods Adviser AcademyWe're reopening applications for our Adviser Academy - a multi-term programme over 12 months, designed to take you from trainee to expert financial planner.The Mattioli Woods Adviser Academy delivers one of the most credible adviser development programmes in the profession. What sets it apart? Afully salaried model, genuine one-to-onementorship, andreal client exposurefrom day one.Essential requirements23 years in customer-facing roles (banking, sales, mortgages, or service)clear, confident communicator with a genuine interest in helping peopledetail-oriented, professional, and able to study independentlystrong literacy and numeracy; comfortable with technical informationresilient, curious, and motivated for a long-term financial planning careereligible for full pre-employment checks, including DBSRO1 exam completed before start**If youdont yet have RO1, well 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 youa fully-salaried role from day one, through to your adviser careerfully-funded professional qualifications (RO2RO6)genuine one-to-one mentoring from experienced advisersreal client exposure under supervisionstructured development across core adviser skillsclear progression pathway from trainee to confident, credible advisercomprehensive benefits packageYour four-term journeyTerm 1 (3.5 months) Professional foundationsComplete RO2RO5, building technical knowledge, regulatory confidence, and professional credibility.Term 2 (2.5 months) Training to adviseComplete RO6 and learn the Mattioli Woods way, gaining insight into our proposition, processes, and people through expert-led sessions.Term 3 (6 months) One-to-one mentoringShadow a senior adviser, developing practical skills and understanding what excellent advice looks like, while gradually taking on more responsibility. Successful completion leads to your official start as a Mattioli Woods adviser.Term 4 (9 months) Early career supportRefine your skills with a focus on craft and commerciality, supported by ongoing coaching and structured performance reflection.Application timelineStage 1:Submit your CVStage 2:Complete an online questionnaireStage 3:2030-minute HR phone interview (if shortlisted)Stage 4:Assessment day 6 MayStage 5:Final interviews 11 and 12 MayReady to shape your future in financial advice? Apply Now!JBRP1_UKTJ

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Location:: Leicester
Job Type:: FullTime

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