Trainee Benefits Consultant

The Mattioli Woods Employee Benefits Academy is here.

For the first time ever, we're opening the doors to our Employee Benefits Academy - a structured 18-month programme designed to take you from trainee to confident, credible employee benefits consultant.

This is a first-of-its-kind opportunity at Mattioli Woods. We're building the next generation of employee benefits consultants, and we want you to be part of it.

We're committed to delivering a best-in-class development programme - through a fully salaried model, dedicated one-to-one mentorship, and real client exposure under supervision across three core technical areas: workplace pensions, group risk, and healthcare. We have our online technology solutions too.

This role is available as a hybrid working, at the following office locations:

• Edinburgh
• Glasgow
• 2–3 years in a customer-facing role such as banking, HR, insurance, or financial services
• A genuine interest in employee benefits, workplace wellbeing, or financial planning
• A clear, confident communicator with strong interpersonal skills
• Detail-oriented, professional, and able to study independently
• Good numeracy and literacy, with comfort around technical and regulatory information
• Resilient, curious, and motivated for a long-term career in employee benefits consulting
• Eligible for full pre-employment checks including DBS

• A fully salaried role from day one, through to your consulting career
• Fully funded industry-relevant examinations, including, but not limited to: GR1 and IF7 (via the CII)
• Genuine one-to-one mentoring from experienced employee benefits consultants
• Real client exposure under supervision across pensions, group risk, and healthcare, as well as our online technology solutions
• Structured development across core technical and consulting skills
• Clear progression pathway from trainee to confident, credible consultant

GR1 and IF7 are professional qualifications awarded by the Chartered Insurance Institute (CII), and together they form the technical foundation of a career in employee benefits consulting.

The successful applicant will be required to complete additional industry-relevant examinations, qualifications, or certifications. All required professional qualifications are fully funded by Mattioli Woods as part of the Academy programme. No prior knowledge is required - you'll be supported through both exams by expert trainers and your dedicated mentor.

Build a solid foundation in workplace pension schemes, auto-enrolment, and the regulatory landscape, supported by structured assessments and your dedicated mentor.

Develop your knowledge of group life, income protection, and critical illness products, while continuing to grow your client-facing and advisory skills.

Complete your technical grounding in corporate healthcare solutions and private medical insurance and begin taking on greater responsibility alongside your mentor. Successful completion of Term 3 marks your graduation from the Academy and your official start as a Mattioli Woods employee benefits consultant.

Your journey doesn't stop 'll continue to receive structured coaching, performance support, and guidance as you begin building your own client relationships and establishing yourself as a trusted adviser to businesses and their employees.