Financial adviser Work, Jobs in Anstey, Lec (with Salaries)

Trainee Financial Adviser
Mattioli Woods —Leicester
- Full-time
Trainee Mortgage Adviser
The New Homes Group —Leicester
- £25,000 - £50,000 a year
- Full-time
- Remote
- Computer skills
- Communication skills
- Annual leave
- Referral programme
Quick apply
Client Services Administrator
Stepping Stones Financial Planning LLP —Leicester
- From £28,000 a year
- Full-time
- Customer service
- Administrative experience
- Analysis skills
- Free parking
Quick apply
4d
Financial Planning Administrator / Wealth Management Administrator
Willday Wealth Management —Leicester
- £32,000 - £37,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
- Annual leave
Quick apply
7d
Financial Services Administrator
FNZ —Leicester
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
Financial Services Administrator
Witcher Associates —Leicester
- £25,500 - £33,000 a year
- Full-time
- Organisational skills
- Computer skills
- Financial services
- Annual leave
Quick apply
1d
Client Liason Administrator
Mattioli Woods —Leicester
- Hybrid work
Finance Director
loc8me —Loughborough
- £70,000 a year
- Full-time
- Analysis skills
- Presentation skills
- In-person
- Free parking
- Annual leave
Quick apply
Trainee Employee Benefits Consultant
Mattioli Woods —Leicester
Trainee Investment Manager
Quilter —Leicester
- Full-time
- Hybrid work
- Financial services
- Communication skills
3d
Financial Reporting Manager
Mettler Toledo —Leicester
- Leadership
- Communication skills
- Analytics
- Annual leave
- Employee assistance programme
10d
FINANCE MANAGER
Nottingham Forest Foundation —Nottingham
- £35,000 - £40,000 a year
- Full-time
- Communication skills
People Shared Services Adviser
RS Group —Corby
- Hybrid work
- Continuous improvement
- Human resources
- Contracts
- Annual leave
- Employee assistance programme
Consulting Trainer
RSM UK —Leicester
- Full-time
- Hybrid work
- Presentation skills
- Training & development
- Communication skills
9d
Development Manager - Real Estate
Leicestershire County Council —Leicester
- £72,024 - £81,300 a year
- Full-time
- Hybrid work
- Contracts
- Budgeting
- Negotiation
- Flexible schedule
11d
Paraplanner
RGH‑Global Limited —Leicester
- £35,000 - £41,000 a year
- Hybrid work
- Microsoft Word
- Organisational skills
Wealth Planning Administrator
Armstrongs Chartered Accountants —Nuneaton
- £27,000 - £32,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
Quick apply
Group Indirect Tax Accounting Manager
NEXT —Leicester
- Full-time
- Accounting
- Communication skills
- Analytics
- Free parking
- Employee discount
Integrations Director
Mattioli Woods —Leicester
- Full-time
- Presentation skills
- Financial services
Money Advice Caseworker
Citizens Advice —Swadlincote
- £20,839 - £23,366 a year
- Hybrid work
- Budgeting
- Communication skills
1d

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Trainee Financial Adviser

Mattioli Woods -
Leicester

Apply Now

Job details

Full-time

Qualifications

Numeracy
Certificate in Insurance

Full job description

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.

Apply Now

Refine Your Search

financial adviser jobs in anstey, lec

Trainee Financial Adviser

Trainee Mortgage Adviser

Client Services Administrator

Financial Planning Administrator / Wealth Management Administrator

Financial Services Administrator

Financial Services Administrator

Client Liason Administrator

Finance Director

Trainee Employee Benefits Consultant

Trainee Investment Manager

Financial Reporting Manager

FINANCE MANAGER

People Shared Services Adviser

Consulting Trainer

Development Manager - Real Estate

Paraplanner

Wealth Planning Administrator

Group Indirect Tax Accounting Manager

Integrations Director

Money Advice Caseworker

I want to receive the latest job alerts for financial adviser in anstey, lec

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