Start a conversation

Share your details to speak to one of our recruitment advisers.

Ready to apply?

Share your details with us and we’ll be in touch.

Mattioli Woods Financial Adviser Academy

Not just a job but a career you can build.

The Mattioli Woods Financial Adviser Academy is a structured, salaried pathway into financial advice – designed to take you from your current role into a long-term career as a professional adviser.

Most people don’t change career because things are going badly. They change because something no longer fits.

You’ve progressed, you’ve worked hard and on paper, it looks right. But there’s a gap between what you’re doing and what you’re capable of.

That’s usually where this journey begins.

The Mattioli Woods Financial Adviser Academy is a structured, salaried pathway into financial advice – designed to take you from your current role into a long-term career as a professional adviser.

If any of this resonates, you’re in the right place.

How To Apply

What is the Financial Adviser Academy?

financial adviser

noun

A financial adviser in the UK is a regulated professional who provides advice on financial products, investments, and tax planning to help clients manage money and achieve financial goals.

Oxford English Dictionary Definition

The Academy is not an informal training route or a generic entry-level programme.

It’s a structured pathway into financial advice and combines professional qualifications, real client experience and ongoing development into a single, defined journey.

Whether you’re early in your career or looking to change direction, the Academy is designed to take you from where you are today to becoming a trusted financial adviser – with the knowledge, experience and judgement required to advise real clients with confidence.

This isn’t about learning theory and hoping it translates later. It’s about building capability in layers - so by the time you advise clients, you’re ready.

Apply now

Who is the Academy designed for?

There is no single background that defines a future adviser, but there is a pattern.

Many of our most successful advisers started in completely different careers.

The Academy is designed for people who want more than a role – who are looking to build a long-term, professional career where they can take responsibility and make a meaningful impact on clients’ lives.

Typically, that means individuals who:

Want to build a long-term career, not just change jobs

Are motivated by responsibility and client outcomes

Have experience working with people - building trust and solving problems

Are ready to commit to learning and development at pace

This includes:

Career switchers looking to move into a more meaningful, long-term profession
Professionals already working in financial services or wealth management who want to progress into an advisory role
Early-career professionals with strong interpersonal skills and the desire to build a career in financial advice

Learn more

Career Switchers Professionals

Most people joining the Academy bring:

Professional experience working with people
Strong communication and relationship-building skills.
The ability to listen, understand and solve problems
Sound judgement and a high level of personal responsibility
You may already be working in financial services or you may be coming from a completely different profession. Both are valid starting points.

We provide the technical training, qualifications and support. You bring the mindset.

How To Apply

How the Mattioli Woods Financial Adviser Academy works

The Academy is structured to build capability progressively - not all at once. You move from learning to applying to advising.

A four-term journey. Within 12 months, you can begin advising clients. Within 21 months, you are operating with confidence and consistency.

Within 12 months, you can begin advising clients. Within 21 months, you’re operating with confidence and consistency.

Explore the full Step-by-step progression

Module 1

Term one – Foundations: Build technical knowledge and complete core qualifications

Module 2

Term two – Application: Learn how advice works in practice – meetings, structure, judgement

Module 3

Term three – Mentorship: Work alongside a senior adviser with real clients

Module 4

Term four – Mastery: Develop independence with continued support

Training, development and support

Development isn’t left to chance and you will be supported throughout the programme through:

+ One-to-one mentorship from experienced advisers
+ Structured feedback and regular coaching
+ Learning alongside others on the same journey, building shared momentum
+ Ongoing development beyond qualification

You may be doing this for yourself, but you won’t be doing it by yourself.

This is a profession where trust compounds, and so does opportunity.

As your experience and client relationships grow, so does your earning potential – with no cap on what you earn.

Explore career paths and progression

Career progression and long-term opportunities

Build long-term client relationships
Develop expertise in complex financial planning
Progress into senior advisory or management roles
Shape your own career over time

The Academy is not the destination, it’s the starting point. By completing the programme, you move into a career where you can:

How To Apply

Why join the Mattioli Woods Adviser Academy?

A salaried start: You’re employed from day one. No self-funding. No income uncertainty.
Genuine mentorship: You learn alongside experienced advisers - not in isolation.
Real clients: You don’t wait years to apply what you’ve learned. You build experience as you go.

Three things set this apart. This combination is rare. And it changes everything.

How to apply and what happens next.

Submit CV and complete a short questionnaire
Initial conversation
Final interview
Assessment process
Offer and onboarding

We look for potential, not perfection, and we’re clear about what the role involves - so you can make an informed decision.

Start your application

Start a conversation

Ready to apply?

Mattioli Woods Financial Adviser Academy

Most people don’t change career because things are going badly. They change because something no longer fits.

You’ve progressed, you’ve worked hard and on paper, it looks right. But there’s a gap between what you’re doing and what you’re capable of.

What to expect

Paid from day one

Supported through recognised qualifications

Mentored by experienced advisers

Working with real clients as you develop

What is the Financial Adviser Academy?

financial adviser

noun

The Academy Outcome

Gain the Level 4 Diploma in Regulated Financial Planning

Work alongside experienced advisers from day one

Build real client experience in a supported environment

Develop the judgement, communication and professionalism that define great advisers

Who is the Academy designed for?

Want to build a long-term career, not just change jobs

Are motivated by responsibility and client outcomes

Have experience working with people - building trust and solving problems

Are ready to commit to learning and development at pace

This includes:

Experience and qualifications

Most people joining the Academy bring:

How the Mattioli Woods Financial Adviser Academy works

The Academy is structured to build capability progressively - not all at once. You move from learning to applying to advising.

Module 1

Term one – Foundations: Build technical knowledge and complete core qualifications

Module 2

Term two – Application: Learn how advice works in practice – meetings, structure, judgement

Module 3

Term three – Mentorship: Work alongside a senior adviser with real clients

Module 4

Term four – Mastery: Develop independence with continued support

Training, development and support

Career progression and long-term opportunities

Why join the Mattioli Woods Adviser Academy?

How to apply and what happens next.

Your next steps

Why this academy

Who is it for?

How the Journey Works

Start Your Journey

Career Outcomes & Earnings

Next steps

How To Apply

Explore your future today