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Kickstart Your Career in Financial Advice: Join Our Trainee Adviser Academy!
Are you ready to take the first step toward a rewarding career in financial advice? Mattioli Woods is recruiting highly motivated individuals for our Trainee Adviser Academy, a fully funded 12-month in-house programme where youll gain valuable knowledge and achieve the Level 4 Diploma in Regulated Financial Planning.
Our structured and supportive programme offers a perfect blend of hands-on experience, mentorship, and professional growth, setting you up for a successful career in wealth management.
- 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.
- Comprehensive Training: Learn from our experienced trainers and consultants.
- Advisory Experience: Build confidence through client-facing activities and case studies.
- Professional Growth: Develop a strong network, gain advisory expertise, and join our expert team of financial advisers after successful completion.
- Mentorship: Receive tailored guidance from our leading consultants throughout the programme.
Stage 1 (9 months):
- Complete R01R05 exams.
- Gain hands-on experience in paraplanning and client-facing activities.
- 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.
- Join client meetings weekly and support our consultancy team.
Upon successful completion, youll join our expert team of wealth management consultants, ready to make an impact in clients lives.
- 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.
This is your opportunity to embark on a life-changing journey and become part of a business that values innovation, development, and collaboration.
Apply now and take the first step toward building a successful career in financial advice!
*Note: Benefits are subject to contract terms and conditions.
