Trainee Financial Adviser
Mattioli Woods plcHarborough, England, United Kingdom • England, United Kingdom • Belfast, Northern Ireland, United Kingdom
Posted February 2, 2026
Full Time
About the Company
At Mattioli Woods, we’re more than just a leading UK provider of wealth management and employee benefits — we’re here to help you achieve your financial ambitions. We take pride in building meaningful, long-term relationships with our clients, offering trusted advice, exceptional service, and tailored solutions that put your needs first. Our all-embracing and integrated approach is designed to simplify financial planning, offering you clear strategies, backed by sound investment and pensions advice. We understand how important it is for you to feel confident in the guidance you receive, which is why we ensure our solutions are not only effective but delivered promptly and efficiently. For businesses, our employee benefits solutions are designed to attract, motivate, and retain the best talent while keeping your team engaged and supported. At Mattioli Woods, we’re committed to helping you, your business, and your people thrive every step of the way.
Job Description
Build a career in financial advice through the Mattioli Woods Adviser Academy, a 12-month programme designed to take you from trainee to expert financial planner. Fully salaried, genuine one-to-one mentorship, and real client exposure.
Requirements
- 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
Benefits
- fully-salaried role from day one
- 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
