Mattioli Woods plc
Trainee Employee Benefits Consultant
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
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, credible employee benefits consultant.
This is a first-of-its-kind opportunity at Mattioli Woods. We're building the next generation of employee benefits consultants, and we want you to be part of it.
We're committed to delivering a best-in-class development programme - through a fully salaried model, dedicated one-to-one mentorship, and real client exposure under supervision across three core technical areas: workplace pensions, group risk, and healthcare. We have our online technology solutions too.
Essential Requirements
- 2–3 years in a customer-facing role such as banking, HR, insurance, or financial services
- A genuine interest in employee benefits, workplace wellbeing, or financial planning
- A clear, confident communicator with strong interpersonal skills
- Detail-oriented, professional, and able to study independently
- Good numeracy and literacy, with comfort around technical and regulatory information
- Resilient, curious, and motivated for a long-term career in employee benefits consulting
- Eligible for full pre-employment checks including DBS
Our Investment in You
- ✅ A fully salaried role from day one, through to your consulting career
- ✅ Fully funded industry-relevant examinations, including, but not limited to: GR1 and IF7 (via the CII)
- ✅ Genuine one-to-one mentoring from experienced employee benefits consultants
- ✅ Real client exposure under supervision across pensions, group risk, and healthcare, as well as our online technology solutions
- ✅ Structured development across core technical and consulting skills
- ✅ Clear progression pathway from trainee to confident, credible consultant
- ✅ Comprehensive benefits package
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
What are GR1 and IF7?
GR1 and IF7 are professional qualifications awarded by the Chartered Insurance Institute (CII), and together they form the technical foundation of a career in employee benefits consulting.
GR1 (Group Risk)
GR1 (Group Risk) covers the principles and practice of group life assurance, group income protection, and group critical illness. It equips you with the knowledge to advise employers on protecting their workforce.
IF7 (Healthcare Products)
IF7 (Healthcare Products) covers private medical insurance, cash plans, and other corporate healthcare solutions. It gives you the grounding to help businesses design and manage effective employee healthcare strategies.
The successful applicant will be required to complete additional industry-relevant examinations, qualifications, or certifications. All required professional qualifications are fully funded by Mattioli Woods as part of the Academy programme. No prior knowledge is required - you'll be supported through both exams by expert trainers and your dedicated mentor.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Your Academy Journey
Workplace Pensions (4 to 6 months)
Build a solid foundation in workplace pension schemes, auto-enrolment, and the regulatory landscape, supported by structured assessments and your dedicated mentor.
Group Risk (4 to 6 months)
Develop your knowledge of group life, income protection, and critical illness products, while continuing to grow your client-facing and advisory skills.
Healthcare (4 to 6 months)
Complete your technical grounding in corporate healthcare solutions and private medical insurance and begin taking on greater responsibility alongside your mentor. Successful completion of Term 3 marks your graduation from the Academy and your official start as a Mattioli Woods employee benefits consultant.
Beyond the Academy - Your First Year as a Consultant
Your journey doesn't stop at graduation. You'll continue to receive structured coaching, performance support, and guidance as you begin building your own client relationships and establishing yourself as a trusted adviser to businesses and their employees.
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: Week Commencing 7th September 2026
- 🤝 Stage 5: Final Interviews: Week Commencing 14th September 2026
Ready to build a career that makes a real difference to people's working lives? Apply now.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location