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
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.
✅ 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
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.
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.
