SmartMoneyTeam
Trainee Mortgage Broker (Self-Employed)
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Mortgage Adviser – Newly Qualified / Non-CAS (Self-Employed)
About SmartMoneyTeam
SmartMoneyTeam specialises in supporting newly qualified and Non-CAS mortgage advisers, providing the training, mentoring, and systems needed to build a successful advising career from day one.
With 100+ advisers, access to 120,000+ mortgage products, and a supportive, modern AR framework, we’re focused on long-term adviser development - not short-term volume.
If you’re looking to start your career as a self-employed mortgage adviser within an established brand, SmartMoneyTeam offers the ideal launchpad.
Role Overview
We are recruiting self-employed mortgage advisers who are:
- Newly CeMAP qualified (or equivalent)
- Non-CAS or early-stage advisers
- Looking to start part-time or full-time on a self-employed basis
- Motivated to build confidence, experience, and a long-term career in mortgage advice
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.
No prior advising experience required.
The Opportunity – Adviser Under an Established Brand
- Operate as a self-employed adviser under a well-established 5-star brokerage
- Provided advice to 55,000 customers (and counting)
- Focus on learning, advising, and developing file quality
- Structured support while you work towards CAS
- Clear long-term pathway to increased autonomy and progression
- Get started in as little as two weeks
What We Offer
- Dedicated Network Support Manager with decades of advising experience
- One-to-one mentoring and ongoing file reviews
- Online Training Academy
- Fully digital onboarding with guided support
- 100% of broker fees retained
- Up to 90% procuration fee (experience dependent)
- FCA fees and PI insurance covered
- In-house design and digital support (branding, website, social media)
- Market-leading systems, tools, and templates
- End-to-end compliance support with detailed case feedback
- Ongoing development plans and real-time adviser support
- No setup costs
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Requirements
- CeMAP qualified (or equivalent)
- Willingness to learn and develop
- Self-motivated and professional
- Interest in building a long-term career in mortgage advice
How to Apply
To arrange a discovery call with our head recruiter, Chris Thomas please use the following link:
https://meetings.hubspot.com/chris-thomas5/join-smartmoneyteam
“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
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