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This is not just a job,
this is your career!

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.

Is becoming a financial adviser the right path for you?

  • Do you have a business-driven mindset and a passion for helping others achieve success?
  • Are you interested in expanding your knowledge of the financial industry?
  • Do you thrive on building connections and interacting with others?
  • Are you seeking a career that is enjoyable, equitable, and fulfilling?
  • Do you enjoy problem solving and taking on new challenges?
  • Would you like to join a company that supports you throughout your training and career development?
Apply now

You might be amazed at the skills you already possess that can contribute to your success as a financial adviser.

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!

Did you know?

75%

of our trainee consultants have never worked in financial services before.

Could you be next to join our Academy?

Facilitating your career transition

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.

Explore your future today

Introduce yourself

Hear from our advisers

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.

Newly joined the Academy
Newly joined the Academy
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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.

Josh Greasley

Newly joined the Academy
Final stages of the Academy
Final stages of the Academy
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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.

Hamish Elwis

Final stages of the Academy
Newly signed off
Newly signed off
quote icon

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.

Kelly Chapman

Newly signed off
A year out of the Academy
A year out of the Academy
quote icon

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.

Max Spencer

A year out of the Academy
A few years out of the Academy
A few years out of the Academy
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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.

Matt O’Hara

A few years out of the Academy
Consultant Training Partner
Consultant Training Partner
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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.

Jon Finch

Consultant Training Partner
Newly joined the Academy
Newly joined the Academy
quote icon

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.

Josh Greasley

Newly joined the Academy
Final stages of the Academy
Final stages of the Academy
quote icon

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.

Hamish Elwis

Final stages of the Academy
Newly signed off
Newly signed off
quote icon

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.

Kelly Chapman

Newly signed off
A year out of the Academy
A year out of the Academy
quote icon

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.

Max Spencer

A year out of the Academy
A few years out of the Academy
A few years out of the Academy
quote icon

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.

Matt O’Hara

A few years out of the Academy
Consultant Training Partner
Consultant Training Partner
quote icon

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.

Jon Finch

Consultant Training Partner

Frequently asked questions

How do I apply to the Academy?

You can apply for the Academy here.

What happens after I complete the Academy?

Providing you successfully pass all elements of the Academy, you should be guaranteed a position at Mattioli Woods.

What happens after I submit my application?

Your application is reviewed by the recruitment team, if successful you will be sent an email to arrange an initial screening phone interview.

How long does the recruitment process take?

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.

Your next steps

Are you ready to find out more about the Mattioli Woods Trainee Consultant Academy?