Mortgage Work, Jobs in St Helens, Msy (with Salaries)

Trainee Financial Adviser
Mattioli Woods —Stockport
- Travel
Trainee Mortgage Adviser
The New Homes Group —Warrington
- £25,000 - £50,000 a year
- Full-time
- Remote
- Computer skills
- Communication skills
- Annual leave
- Referral programme
Quick apply
Associate Investment Consultant
RWinvest —Liverpool
- £25,000 - £35,000 a year
- Full-time
- CRM software
- Leadership
- Communication skills
Quick apply
Mortgage and Protection Expert (CeMap Required)
Mortgageable —St Helens
- £40,000 - £75,000 a year
- Full-time
- Financial services
- In-person
- Negotiation
- Health & wellbeing programme
Quick apply
5d
International Property Investment Paralegal
Gateley —Manchester
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Dray Van Driver
DHL Supply Chain —Liverpool
- £33,250 a year
- Full-time
- Free parking
Yard Operative
Copart —St Helens
- £29,046 a year
- Customer service
- Computer literacy
- Forklift
- Employee discount
- Life insurance
Quick apply
7d
Legal Executive (Sales Progressor)
Keepmoat Homes —Speke
- Full-time
- Organisational skills
- Training & development
- Employee assistance programme
- Employee discount
Sales Negotiator
Howell and Co Ltd —Warrington
- £35,000 - £40,000 a year
- Full-time
- CRM software
- Sales
- Administrative experience
Quick apply
9d
Senior Financial Crime Analyst
Together —Cheadle
- Full-time
- Communication skills
Quick apply
Chief of Staff to NED
Together —Cheadle
- Full-time
- Travel
- Organisational skills
- Communication skills
Quick apply
Mortgage Administrator
Placing Faces —Warrington
- £25,000 - £30,000 a month
- Full-time
Residential Surveyor (Level 2 HomeBuyer)
INVEST SURVEYING —Liverpool
- £55,000 - £60,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Bachelor's degree
- Driving
Quick apply
High Net Worth Underwriter - Part Time
Together —Cheadle
- Full-time
Quick apply
Conveyancing Assistant
Mallory Pryce —Warrington
- Hybrid work
- Organisational skills
- Communication skills
Quick apply
Scrum Master
Together —Cheadle
- £45,000 - £55,000 a year
- Full-time
- DevOps
- Communication skills
Quick apply
PMO Analyst
Together —Cheadle
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Data analysis skills
Quick apply
Information Security Manager
Together —Cheadle
- £65,000 a year
- Full-time
Quick apply
Experienced Life Insurance Advisor - Office Based
Essential Insurance —Sale
- £35,000 - £75,000 a year
- Part-time
- Customer service
- In-person
- Negotiation
- Free parking
- Profit sharing
Quick apply
4d
Specialist Grounds Person, Anfield Stadium
Liverpool Football Club —Liverpool
- Full-time
- Employee assistance programme
- Employee discount
1d

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Trainee Financial Adviser

Mattioli Woods -
Stockport

Apply Now

Job details

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.

Please note that, as part of the 12-month programme, successful applicants will be required to travel to Leicester and stay for two days every fortnight. All travel and accommodation expenses will be fully reimbursed.

Essential requirements

2 – 3 years in customer-facing roles such as banking, sales, mortgages, or service
R01 exam completed, by Chartered Insurance Institute (or equivalent)
a clear, confident communicator with a genuine interest in helping people
detail-oriented, professional, and able to study independently
strong literacy and numeracy with comfort around technical information
resilient, curious, and motivated for a long-term financial planning career
eligible for full pre-employment checks including DBS

What is an RO1?

R01 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 R01 exam before your start date in January 2027. We will 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 (R02–R06)

✅ 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 R02 through R05, building technical knowledge, regulatory confidence, and professional credibility.

Term 2 - Training to advise (2.5 months)

Complete R06 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 Interviews – 19th to 23rd October 2026

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

Apply Now

Refine Your Search

mortgage jobs in st helens, msy

Trainee Financial Adviser

Trainee Mortgage Adviser

Associate Investment Consultant

Mortgage and Protection Expert (CeMap Required)

International Property Investment Paralegal

Dray Van Driver

Yard Operative

Legal Executive (Sales Progressor)

Sales Negotiator

Senior Financial Crime Analyst

Chief of Staff to NED

Mortgage Administrator

Residential Surveyor (Level 2 HomeBuyer)

High Net Worth Underwriter - Part Time

Conveyancing Assistant

Scrum Master

PMO Analyst

Information Security Manager

Experienced Life Insurance Advisor - Office Based

Specialist Grounds Person, Anfield Stadium

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