About this Trainee Financial Adviser role at Mattioli Woods
Build a career through the Mattioli Woods Financial Adviser Academy.
Applications are open for our Financial Adviser Academy, a structured 12-month programme designed to take you from trainee to confident, credible financial adviser.
We deliver one of the most respected adviser development programmes in the profession through a fully salaried model, genuine one-to-one mentorship, and real client exposure under supervision.
Essential requirements
2 – 3 years in customer-facing roles such as banking, sales, mortgages, or service
R01 exam completed, by Chartered Insurance Institute (or equivalent)
a clear, confident communicator with a genuine interest in helping people
detail-oriented, professional, and able to study independently
strong literacy and numeracy with comfort around technical information
resilient, curious, and motivated for a long-term financial planning career
eligible for full pre-employment checks including DBS
What is an RO1?
R01 is the first of six modules towards the Level 4 Diploma in Financial Planning, awarded by the Chartered Insurance Institute (CII). It covers the financial services industry, regulation, and ethics - giving you the foundational knowledge needed to begin your journey as an adviser.
All offers are conditional on successfully completing the R01 exam before your start date in January 2027. If you have not yet completed R01, we will support you through it and reimburse the cost upon successful completion.
Our investment in you
✅ a fully salaried role from day one, through to your adviser career
✅ fully-funded professional qualifications (R02–R06)
✅ 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
Your Academy journey
Term 1 - Professional foundations (3.5 months)
Complete R02 through R05, building technical knowledge, regulatory confidence, and professional credibility.
Term 2 - Training to advise (2.5 months)
Complete R06 and learn the Mattioli Woods way through expert-led sessions covering our proposition, processes, and people.
Term 3 - One-to-one mentoring (6 months)
Shadow a senior adviser, developing practical skills and understanding what excellent advice looks like in practice, while gradually taking on more responsibility. Successful completion of Term 3 marks your graduation from the Academy and your official start as a Mattioli Woods adviser.
Beyond the Academy - your first year as an adviser
Term 4 - Early career support (9 months)
Your journey doesn't stop at graduation. For your first nine months as a qualified adviser, you'll receive ongoing coaching, structured performance reflection, and dedicated support - giving you the confidence and commerciality to build a long-term career.
Application timeline
📝 Stage 1: Submit your CV
💻 Stage 2: Complete an online questionnaire
📞 Stage 3: 20–30-minute phone interview (if shortlisted)
📅 Stage 4: Assessment Day – 13th October 2026
🤝 Stage 5: Final Interviews – 19th to 23rd October 2026
Ready to shape your future in financial advice? Apply now.
