Financial advisory support occupations Work, Jobs in Eckington, Dby (with Salaries)

Trainee Financial Adviser
Mattioli Woods —Sheffield
- Travel
11d
Pensions Administrator
Broadstone Corporate Benefits Limited —Sheffield
- Full-time
- Continuous improvement
- Communication skills
- Health & wellbeing programme
- Employee discount
Pensions Administrator
Brightwell —Chesterfield
- IT
- Communication skills
- Free parking
- Employee assistance programme
Financial Advisor Administrator
My Pension Expert —Doncaster
- £28,000 a year
- Full-time
- CRM software
- Customer service
- Data entry
- Referral programme
Quick apply
2d
Financial Planning Associate - East Midlands
Atomos —Nottingham
- Hybrid work
- CRM software
- Organisational skills
- AI
Financial Administrator
Perspective Financial Group —Ashbourne
- Monday to Friday
- Computer skills
- Communication skills
- Referral programme
1d
Client Experience Administrator
Foster Denovo —Sheffield
- Full-time
- Employee discount
4d
UK Senior Pensions Administrator
Aon Corporation —Sheffield
- Microsoft Word
- No experience needed
- Analysis skills
8d
Paraplanner
Perspective Financial Group —Rotherham
- Monday to Friday
- Microsoft Powerpoint
- Microsoft Word
- Communication skills
- Referral programme

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Trainee Financial Adviser

Mattioli Woods -
Sheffield

Apply Now

Job details

11 days ago

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

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financial advisory support occupations jobs in eckington, dby

Trainee Financial Adviser

Pensions Administrator

Pensions Administrator

Financial Advisor Administrator

Financial Planning Associate - East Midlands

Financial Administrator

Client Experience Administrator

UK Senior Pensions Administrator

Paraplanner

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