The career of a financial adviser can be as successful as you want it to be, it all depends on you! It’s your future, your way.
Whether you’re a recent graduate or transitioning from another field, we want to hear from you! Our team includes consultants who have backgrounds in the travel industry, recent university graduates, and even a former professional basketball player!
of our trainee consultants have never worked in financial services before.
Could you be next to join our Academy?
We understand that switching careers can be a significant decision, which is why we provide support at every stage of the process. We’ll assist you in obtaining the necessary qualifications, developing your skills in financial advising, managing your client base, and guiding you on how to gain and maintain client relationships.
The Academy has seen trainees from all walks of life graduate and go on to have successful careers as wealth management consultants. Hear their stories about how the Trainee Consultant Academy has supported them on this journey.
The Academy has been instrumental in helping me achieve my R0 exams by offering fantastic support throughout the examination process and bespoke classroom training which has been invaluable. I cannot recommend the Academy highly enough for anyone interested in a career in financial services.
Although I have prior experience in the financial industry the Academy has truly taken my career forward. I’m currently in the second phase of the course, where I’ve been able to sharpen my skills through direct client interaction, mentorship, and hands-on learning. This journey has pushed me out of my comfort zone, but the skills I’ve gained have been well worth the effort. For anyone serious about advancing in the financial services industry, I can’t recommend the Academy enough.
I graduated from the Academy in June 2024 and am now embarking on my career as a fully qualified consultant. The support I received during the training was invaluable, particularly the hands-on experience of shadowing real-life client meetings. And that support doesn’t stop once you’ve graduated – there’s a wealth of experienced advisers and technical specialists at Mattioli Woods who are always happy to help with any queries as you progress through your career, even after you’ve finished your training.
The Academy is great for those who want control over their own destiny. Mattioli Woods provides all the resources you need to become a successful adviser, so it’s about knuckling down and learning as much as you can. The course is intense, but the technical knowledge you acquire along the way can really separate you from your peers.
After completing the Academy in 2019, I’ve been working with clients, professional contacts and building my own network. The role has helped me establish myself in the local community and the business while providing my family with the financial benefits that come with being a successful adviser. I love supporting the new trainees, assisting them on their career paths and building their own network.
Working with our trainee financial advisers in the Trainee Consultant Academy, from classroom-based learning through to achieving the CII level 4 in Regulated Financial Planning, is a rewarding position that is different every day.
You can apply for the Academy here.
Providing you successfully pass all elements of the Academy, you should be guaranteed a position at Mattioli Woods.
Your application is reviewed by the recruitment team, if successful you will be sent an email to arrange an initial screening phone interview.
This is dependent on when you apply. The process will include a screening call, an invitation to the assessment day, a case study exercise and finally a call back for a formal interview. To learn more about the process click here.
Are you ready to find out more about the Mattioli Woods Trainee Consultant Academy?
