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 advisers, 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 Financial Adviser 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, the programme is structured as follows:
Following successful completion of the first three terms, you will become a Mattioli Woods adviser. The first nine months of this period constitutes Term 4 of the programme during which additional support is offered to help you further refine and develop your skills.
We have two intakes per year, with our next assessment day in spring 2026 so download the job description or apply now!
You can apply for the academy here.
The academy is a 12-month programme that culminates in you sitting the CII level 4 in Regulated Financial Planning. It will then be followed by a further nine-month structured development period focused on building your expertise.
The training is based in our Leicester office as well as on the road shadowing an adviser.
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 Financial Adviser Academy?
