Kickstart your career in wealth management with our Trainee Consultant Academy
January 2026 Intake now open | Based in Leicester | Full-time, in-person
Turn your passion into a profession
Looking to make a meaningful difference in people’s lives while building a rewarding career?
Our Trainee Consultant Academy gives you the chance to learn directly from some of the industry’s best consultants while getting paid—and earn your Level 4 Diploma in Regulated Financial Planning along the way.
This isn’t just a training programme – it’s a career launchpad.
Why join our academy?
We combine expert training, real-world exposure, and hands-on mentorship to give you the tools, confidence, and credibility to succeed in the fast-paced world of financial advice.
✔️ Fully funded professional qualifications
✔️ Expert mentorship from leading advisers
✔️ Structured pathway from trainee to fully qualified consultant
✔️ Real client exposure and consultant experience
✔️ Based in Leicester – with in-person coaching and collaboration
🧩 Are you academy material?
We’re looking for ambitious, people-focused individuals ready to build a lasting career in financial planning.
You’ll need
2–3 years’ experience in customer-facing roles (e.g., banking, mortgages, sales, customer service)
pass our full pre-employment background checks (including DBS)
full UK driving licence (manual preferred)
natural ability to build rapport and trust
strong literacy, numeracy, and attention to detail
genuine interest in finance and a passion for supporting others to achieve their goals
commitment and discipline to study independently to achieve the Level 4 Diploma
demonstrate professionalism, strong ethics, and the positive attitude
Your 12-month journey
Stage 1: Technical (Months 1–6)
achieve 4 of your 6 R0 exams, towards the diploma certification
learn the full advice process through training sessions, consultant shadowing of live client meetings and client support
attend monthly development sessions with expert trainers
pass key milestone assessments throughout the stage, including roleplays and end of module assessments
Stage 2: Application (Months 7–12)
complete the final R0 exams to achieve the diploma certification
shadow experienced advisers in live client meetings, professional contact meetings and networking events
deepen your knowledge across pensions, protection, investments & tax
receive real-time consultancy support as you begin building your own client relationships
Your benefits package
We support you not just in your career – but in life, too.
Group pension scheme
️ Life assurance cover
Income protection
Health cash plan
⚡ Ready to shape your future?
This is more than a job – it’s an opportunity to become part of an elite community shaping the future of wealth management.
Apply now to join our next intake. Let’s build something brilliant together.
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What We Do
Mattioli Woods is a leading UK provider of wealth management and employee benefits. We pride ourselves in building long-term relationships to provide trusted advice, high standards, and a personalised delivery. We provide our clients with an all-embracing and integrated approach that is designed to develop a clear strategy for financial plans, supported by sound investment and taxation initiatives. Our clients want to be confident in the advice we give and for strategies to be administered quickly and efficiently. Our employee benefit solutions (whether off the shelf or designed especially for your business) will help to achieve the right mix to attract, motivate, retain, and engage the best team.
