Financial Advisor Trainee

3 weeks ago


Leicester, Leicester, United Kingdom Mattioli Woods Full time
Launch Your Career in Financial Advice

We are seeking highly motivated individuals to join our Trainee Adviser Academy, a comprehensive 12-month program designed to equip you with the knowledge and skills needed to succeed as a financial advisor. Salary: £25,000 - £30,000 per annum.

This is an excellent opportunity for individuals looking to kickstart their career in financial advice, with opportunities for professional growth and development. Our structured program includes hands-on experience, mentorship, and technical training across a range of financial subjects.

To be successful in this role, you will need:

  • Up to 3 years' experience in sales, banking, mortgages, or customer service (required)
  • Up to 2 years' experience in a financial services-related role (desirable)
  • Genuine interest in financial planning and delivering great client outcomes
  • Excellent literacy, numeracy, and communication skills
  • A full, clean UK driving license
  • Commitment to undergoing and clearing DBS checks

The Training Journey

Our Trainee Adviser Academy is divided into two stages:

  • Stage 1 (9 months): Complete R01-R05 exams, gain hands-on experience in paraplanning and client-facing activities, and participate in training sessions and complete monthly assignments.
  • Stage 2 (3 months): Complete the R06 exam, attend technical training across a range of financial subjects, and join client meetings weekly and support our consultancy team.

Benefits You'll Receive

As a trainee adviser, you'll enjoy a range of benefits, including:

  • Career Growth: Clear progression path within a national wealth management business
  • Support: Access to specialist teams for technical and investment guidance
  • Well-being: Group pension, life assurance, income protection, and health cash plan
  • Team Spirit: Join a vibrant culture with regular social events and charity fundraisers


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