Mattioli Woods Limited
Leicester, Leicestershire
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.
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.