Hybrid Trainee Financial Adviser bei Mattioli Woods

Kickstart Your Career in Wealth Management with Our Trainee Consultant Academy

January 2026 Intake Now Open | Based in Leicester | Full-Time, In-Person

Turn Your Passion into a Profession

Looking to make a meaningful difference in people’s lives while building a rewarding career?

Our Trainee Consultant Academy gives you the chance to learn directly from some of the industry’s best consultants while getting paid—and earn your Level 4 Diploma in Regulated Financial Planning along the way.

This isn’t just a training programme – it’s a career launchpad.

Why Join Our Academy?

We combine expert training, real-world exposure, and hands-on mentorship to give you the tools, confidence, and credibility to succeed in the fast-paced world of financial advice.

✔️ Fully funded professional qualifications
✔️ Expert mentorship from leading advisers
✔️ Structured pathway from trainee to fully qualified consultant
✔️ Real client exposure and consultant experience
✔️ Based in Leicester – with in-person coaching and collaboration

🧩 Are You Academy Material?

We’re looking for ambitious, people-focused individuals ready to build a lasting career in financial planning.

You’ll need:

• 2–3 years’ experience in customer-facing roles (e.g., banking, mortgages, sales, customer service)

• pass our full pre-employment background checks (including DBS)

• full UK driving licence (manual preferred)

• natural ability to build rapport and trust

• strong literacy, numeracy, and attention to detail

• genuine interest in finance and a passion for supporting others to achieve their goals

• commitment and discipline to study independently to achieve the Level 4 Diploma

• demonstrate professionalism, strong ethics, and the positive attitude

Your 12-Month Journey

Stage 1: Technical (Months 1–6)

• achieve 4 of your 6 R0 exams, towards the diploma certification

• learn the full advice process through training sessions, consultant shadowing of live client meetings and client support

• attend monthly development sessions with expert trainers

• pass key milestone assessments throughout the stage, including roleplays and end of module assessments

Stage 2: Application (Months 7–12)

• complete the final R0 exams to achieve the diploma certification

• shadow experienced advisers in live client meetings, professional contact meetings and networking events

• deepen your knowledge across pensions, protection, investments & tax

• receive real-time consultancy support as you begin building your own client relationships

Your Benefits Package

We support you not just in your career – but in life, too.

• Group pension scheme

• ️ Life assurance cover

• Income protection

• Health cash plan

⚡ Ready to Shape Your Future?

This is more than a job – it’s an opportunity to become part of an elite community shaping the future of wealth management.

Apply now to join our next intake. Let’s build something brilliant together.