Trainee Financial Planner

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.

• 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

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. We will reimburse the cost upon successful completion.

• 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
• clear progression pathway from trainee to confident, credible adviser

Complete R02 through R05, building technical knowledge, regulatory confidence, and professional credibility.

Complete R06 and learn the Mattioli Woods way through expert-led sessions covering our proposition, processes, and people.

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.

Your journey doesn't stop  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.