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Mattioli Woods opens applications for Financial Adviser Academy

The scheme offers a paid position from the start, one-to-one mentoring with senior advisers, direct client experience and fully-funded qualifications. 

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Mattioli Woods has opened applications for its Financial Adviser Academy, aimed at people looking to switch careers. 

The scheme offers a paid position from the start, one-to-one mentoring with senior advisers, direct client experience and fully-funded qualifications. 

The firm takes on around 30 people each year, focusing on those with at least three years in a client-facing role and an interest in a long-term career in financial planning. 

Applicants do not need to come from financial services.

The current intake is recruiting for roles in Leicester, Stockport and Belfast.

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The 21-month programme is split into four terms. 

The first term lasts three and a half months and covers the basics, including RO2-RO5. 

The second term takes two and a half months and covers RO6 and company-specific training. 

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The third term, lasting six months, involves working alongside a senior adviser while taking on more responsibility. 

Those who pass internal assessments move into the adviser role. 

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The fourth term is nine months of early career support, with ongoing coaching and regular reviews.

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Raila Bawani, senior talent and resource partner at Mattioli Woods, said: “We recognise that it takes time, confidence and trust to commit to a new career path. 

“The Mattioli Woods Financial Adviser Academy has been designed to ensure participants feel truly supported throughout their training journey and beyond – with a comprehensive benefits package, supporting both wellbeing and long-term security. 

“This allows them to focus on settling into, and excelling in, their new role.”