Leicester, England, United Kingdom · Hybrid
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 finan…
Skills: Financial planning, Communication, Literacy, Numeracy, Technical information analysis
Leicester, England, United Kingdom · On-site
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 finan…
Skills: Financial Planning, Customer Service, Communication, Literacy, Numeracy
Leicester, England, United Kingdom · Hybrid
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 finan…
Skills: Financial planning, Communication, Numeracy, Literacy, Technical information analysis
Leicester, England, United Kingdom · Hybrid
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 finan…
Skills: Financial planning, Customer service, Banking, Sales, Mortgages
Leicester, England, United Kingdom · Hybrid
Leicester (Hybrid) Full-time | 12 Month FTC Are you a numerate, detail-oriented professional looking to build a career in investment operations? We have an exciting opportunity for an Investment Operations Administrator …
Skills: Investment operations, Trade processing, Cash management, Microsoft Excel, Numeracy
Leicester, England, United Kingdom · Hybrid
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 finan…
Skills: Financial planning, Customer service, Communication, Literacy, Numeracy
Leicester, England, United Kingdom · Hybrid
Leicester (office-based with some flexibility for remote working) Full-time | 6-month fixed-term contract Are you an experienced accounts payable professional ready to take full ownership of a critical finance function? …
Skills: Accounts payable, Procure to pay, Purchase orders, Supplier invoices, Payment runs
Leicester, England, United Kingdom · Hybrid
Mattioli Woods is at an important moment. Following significant growth and acquisition activity, we are building the infrastructure, governance and risk frameworks that will define how the combined group operates for yea…
Skills: Operational resilience, Business continuity management, Third-party risk management, Technology risk, Information security
Leicester, England, United Kingdom · Hybrid
At Mattioli Woods, we believe that resolving a complaint well isn't just about compliance, it's one of the most important things we can do for a client. We're looking for someone who feels the same way. As a Client Exper…
Skills: Complaint resolution, FCA DISP, Financial services, Regulatory compliance, Data analysis
Auckland, Auckland, New Zealand · On-site
The Mattioli Woods Employee Benefits Academy is here. For the first time ever, we're opening the doors to our Employee Benefits Academy - a structured 18-month programme designed to take you from trainee to confident, cr…
Skills: Customer Service, Interpersonal Skills, Numeracy, Literacy, Technical Analysis
Auckland, Auckland, New Zealand · Hybrid
Leicester (Hybrid) Full-time | permanent We're looking for an experienced employee benefits administrator to join our Employee Benefits team. This is a key role for someone who enjoys managing client portfolios, you'll m…
Skills: Employee Benefits Administration, Pension Administration, Risk Benefits Management, Healthcare Benefits Management, Client Portfolio Management
Leicester, England, United Kingdom · Hybrid
Entry Level Administrator – Employee Benefits 📍 Manchester (office-based with some flexibility for remote working) 💼 Full-time | permanent Do you have a keen eye for detail and enjoy collaborating with others? We’re lo…
Skills: Communication, Interpersonal Skills, Attention To Detail, Accuracy, MS Office
Leicester, England, United Kingdom · On-site
When a retiring IFA hands over the business they have spent a career building, the experience of that transition matters - to them, to their clients, and to us. At Mattioli Woods, we are looking for someone who understan…
Skills: Relationship Management, Project Management, Client Engagement, Financial Services, Wealth Management
Leicester, England, United Kingdom · Hybrid
Client Liaison Administrator We’re currently looking for an exceptional Client Liaison Administrator to join our team. This is a great opportunity to work closely with advisers, develop your expertise, and make a visible…
Skills: Financial Services Administration, Client Relationship Management, Xplan, Microsoft Office, Diary Management
Stockport, England, United Kingdom · Hybrid
We're hiring a detail-driven administrator to keep our client operations running smoothly at Cullen Wealth, part of the Mattioli Woods Group. This isn't a back-office role where you disappear into paperwork. You'll be fr…
Skills: Financial Transactions Management, Client Relationship Management, Pension Product Knowledge, Investment Product Knowledge, Organization
Leicester, England, United Kingdom · Hybrid
Senior Software Developer Leicester · Hybrid · Permanent We're looking for a Senior Software Developer to join a talented team building cloud-based solutions in a financial services environment. You'll have room to grow,…
Skills: C#, .NET Framework, Software Development Lifecycle, SOLID Principles, Agile
Leicester, England, United Kingdom · Hybrid
Client Liaison Administrator We’re currently looking for an exceptional Client Liaison Administrator to join our team. This is a great opportunity to work closely with advisers, develop your expertise, and make a visible…
Skills: Financial Services Administration, Wealth Management, Client Relationship Management, Xplan, Microsoft Office
Leicester, England, United Kingdom · Hybrid
We’re currently looking for Financial Services Administrators to join our team. This is a great opportunity to work closely with consultants, develop your expertise, and make a visible impact on the clients we serve! Wha…
Skills: Financial Services Administration, Pension Management, Personal Wealth Management, Client Portfolio Management, Customer Service
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Participate in a structured 12-month development programme to transition from a trainee to a qualified financial adviser. Engage in one-to-one mentorship, gain real client exposure under supervision, and complete professional qualifications.
Candidates must have 2-3 years of experience in customer-facing roles such as banking, sales, or mortgages. Completion of the R01 exam from the Chartered Insurance Institute is required prior to the start date.
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.
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
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.
✅ 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
Complete R02 through R05, building technical knowledge, regulatory confidence, and professional credibility.
Complete R06 and learn the Mattioli Woods way through expert-led sessions covering our proposition, processes, and people.
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.
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 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
At Mattioli Woods, we’re more than just a leading UK provider of wealth management and employee benefits — we’re here to help you achieve your financial ambitions. We take pride in building meaningful, long-term relationships with our clients, offering trusted advice, exceptional service, and tailored solutions that put your needs first. Our all-embracing and integrated approach is designed to simplify financial planning, offering you clear strategies, backed by sound investment and pensions advice. We understand how important it is for you to feel confident in the guidance you receive, which is why we ensure our solutions are not only effective but delivered promptly and efficiently. For businesses, our employee benefits solutions are designed to attract, motivate, and retain the best talent while keeping your team engaged and supported. At Mattioli Woods, we’re committed to helping you, your business, and your people thrive every step of the way.
Offices: 1 New Walk Place, Leicester, Leicestershire LE1 6RU, GB · 8 Queen's Terrace, Aberdeen, AB10 1XL, GB · 205 W George Street, Kintyre House, Glasgow, Scotland G2 2LW, GB · 44 Gutter Lane, 6th Floor, Saddlers House, London, England EC2V 6BR, GB · 15 Kings Court Road, Willie Snaith Rd, Newmarket CB8 7SG, Newmarket, Suffolk CB8 7SG, GB
At Mattioli Woods, we’re more than just a leading UK provider of wealth management and employee benefits — we’re here to help you achieve your financial ambitions. We take pride in building meaningful, long-term relationships with our clients, offering trusted advice, exceptional service, and tailored solutions that put your needs first. Our all-embracing and integrated approach is designed to simplify financial planning, offering you clear strategies, backed by sound investment and pensions advice. We understand how important it is for you to feel confident in the guidance you receive, which is why we ensure our solutions are not only effective but delivered promptly and efficiently. For businesses, our employee benefits solutions are designed to attract, motivate, and retain the best talent while keeping your team engaged and supported. At Mattioli Woods, we’re committed to helping you, your business, and your people thrive every step of the way.
Offices: 1 New Walk Place, Leicester, Leicestershire LE1 6RU, GB · 8 Queen's Terrace, Aberdeen, AB10 1XL, GB · 205 W George Street, Kintyre House, Glasgow, Scotland G2 2LW, GB · 44 Gutter Lane, 6th Floor, Saddlers House, London, England EC2V 6BR, GB · 15 Kings Court Road, Willie Snaith Rd, Newmarket CB8 7SG, Newmarket, Suffolk CB8 7SG, GB
