Whether you’re new to the industry or have prior experience in financial services, our Academy will provide you with the training, support and development to become a financial adviser.
During the programme you will be mentored, guided and supported, drawing on expertise from our leading consultants, enabling you to develop your confidence, knowledge and experience.
Our engaging and stimulating programme is the perfect start to your career in financial advice.
The Mattioli Woods Trainee Consultant Academy is fully funded and designed to nurture, support and guide you on your journey to becoming a financial adviser.
If you currently hold a Level 4 Diploma in Financial Planning and have over two years’ experience providing holistic advice, we want to hear from you! With offices throughout the country, location isn’t a problem, so contact us today.
To achieve this, for the first six months of the programme, your week will consist of:
We will support you to complete at least four R0 exams within the first six months of the programme, including R06. From months six to ten, we expect you to pass the rest of the R0 exams, obtaining your CII Diploma.
Months nine and ten will focus on supporting you in developing your business and commercial plan so you can establish what type of consultant you wish to be.
We have two intakes per year, with our next assessment day in February 2025, so download the job description or apply now!
You can apply for the Academy here.
The Academy is a 12-month course that culminates in you sitting the CII level 4 in Regulated Financial Planning.
The training is based in our Leicester office as well as on the road shadowing a consultant.
While there are no specific qualifications required, you must have up to three years of working experience in sales, banking, mortgages, customer services related sectors (required) or up to two years’ experience in a financial services related role (desirable).
Providing you successfully pass all elements of the Academy, you should be guaranteed a position at Mattioli Woods.
Are you ready to find out more about the Mattioli Woods Trainee Consultant Academy?
