Financial Planning Trainee

14 hours ago


Leicester, Leicester, United Kingdom Mattioli Woods Full time

Take your career to the next level as a Financial Planning Trainee at Mattioli Woods. As a comprehensive 12-month program, this opportunity will equip you with both the Level 4 Diploma in Regulated Financial Planning and hands-on advisory experience.

You'll need:

  • A proven track record of 2+ years in sales, banking, or customer service
  • Genuine passion for financial planning and client success
  • Excellent interpersonal and analytical capabilities
  • A valid UK driving license (manual transmission preferred)

In return, we offer:

  • A complete professional qualification package (R01-R06)
  • Expert-led training from seasoned financial consultants
  • Professional development and industry expertise
  • Practical client advisory experience
  • Clear advancement opportunities
  • Comprehensive benefits including pension scheme, life insurance, and team events


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