Regulated Financial Planning Professional

4 days ago


Leicester, Leicester, United Kingdom Mattioli Woods Full time

Trainee Financial Adviser Role

Mattioli Woods is a leading provider of financial services, and we are currently seeking a highly motivated individual to join our team as a Trainee Financial Adviser. This is an excellent opportunity to develop your skills and knowledge in financial planning and take the first step towards a rewarding career in the industry.

The Trainee Adviser Academy is a 12-month in-house programme that provides a comprehensive training program, covering both theoretical and practical aspects of financial planning. Upon completion, you will have achieved the Level 4 Diploma in Regulated Financial Planning.

The estimated salary for this position is £27,000 - £32,000 per annum, depending on location and experience. As a Trainee Financial Adviser, you will have the opportunity to work closely with experienced professionals who can guide you throughout your journey. The role involves:

  • Assisting with financial planning and advice
  • Developing client relationships
  • Working closely with the sales team to identify new business opportunities

To succeed in this role, you will require:

  • Strong communication and interpersonal skills
  • A strong work ethic and ability to work under pressure
  • A passion for learning and self-development

You will also benefit from a range of advantages, including:

  • Professional development opportunities
  • A supportive team environment
  • Competitive salary and benefits package
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