Mattioli Woods
Trainee Employee Benefits Consultant
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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.
Location
This role is available as a hybrid working, at the following office locations:
- Aberdeen
- Edinburgh
- Glasgow
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
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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
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.
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.
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.
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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.
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