Financial Adviser Academy

Build a career through the Mattioli Woods Financial Adviser Academy.

Applications are open for our Financial Adviser Academy, a structured 12-month programme designed to take you from trainee to confident, credible financial adviser.

We deliver one of the most respected adviser development programmes in the profession through a fully salaried model, genuine one-to-one mentorship, and real client exposure under supervision.

Essential requirements

• 2 – 3 years in customer-facing roles such as banking, sales, mortgages, or service
• R 0 1 exam completed, by Chartered Insurance Institute (or equivalent)
• a clear, confident communicator with a genuine interest in helping people
• d etail-oriented, professional, and able to study independently
• s trong literacy and numeracy with comfort around technical information
• r esilient, curious, and motivated for a long-term financial planning career
• e ligible for full pre-employment checks including DBS

What is an RO1?

R 0 1 is the first of six modules towards the Level 4 Diploma in Financial Planning, awarded by the Chartered Insurance Institute (CII). It covers the financial services industry, regulation, and ethics - giving you the foundational knowledge needed to begin your journey as an adviser .

All offers are conditional on successfully completing the R 0 1 exam before your start date in January 2027. If you have not yet completed R 0 1, we will support you through it and reimburse the cost upon successful completion.

Our investment in you

✅ a fully salaried role from day one, through to your adviser career

✅ fully-funded professional qualifications (R 0 2–R 0 6)

✅ genuine one-to-one mentoring from experienced advisers

✅ real client exposure under supervision

✅ structured development across core adviser skills

✅ clear progression pathway from trainee to confident, credible adviser

✅ comprehensive benefits package

Your Academy journey

Term 1 - Professional foundations ( 3 .5 months)

Complete R 0 2 through R 0 5, building technical knowledge, regulatory confidence, and professional credibility.

Term 2 - Training to advise (2.5 months)

Complete R 0 6 and learn the Mattioli Woods way through expert-led sessions covering our proposition, processes, and people.

Term 3 - One-to-one mentoring (6 months)

Shadow a senior adviser, developing practical skills and understanding what excellent advice looks like in practice, while gradually taking on more responsibility. Successful completion of Term 3 marks your graduation from the Academy and your official start as a Mattioli Woods adviser.

Beyond the Academy - your first year as an adviser

Term 4 - Early career support (9 months)

Your journey doesn't stop at graduation. For your first nine months as a qualified adviser, you'll receive ongoing coaching, structured performance reflection, and dedicated support - giving you the confidence and commerciality to build a long-term career.

Application timeline

📝 Stage 1: Submit your CV

💻 Stage 2: Complete an online questionnaire

📞 Stage 3: 20–30-minute phone interview (if shortlisted)

📅 Stage 4: Assessment Day – 13th October 2026

🤝 Stage 5: Final I nterviews – 19th to 23rd October 2026

Ready to shape your future in financial advice? Apply now.