At a Glance
- Tasks: Provide mortgage advice and develop your skills with structured support.
- Company: SmartMoneyTeam, a supportive brand for new mortgage advisers.
- Benefits: 100% broker fees retained, ongoing mentoring, and no setup costs.
- Other info: Flexible self-employment with a clear path to career progression.
- Why this job: Launch your career in mortgage advice with a trusted team and extensive resources.
- Qualifications: Newly CeMAP qualified or equivalent; no prior experience needed.
The predicted salary is between 30000 - 40000 £ per year.
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.
We are recruiting self‑employed mortgage advisers who are:
- Newly CeMAP qualified (or equivalent)
- Motivated to build confidence, experience, and a long‑term career in mortgage advice
- No prior advising experience required.
The Opportunity – Adviser Under an Established Brand:
- 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
Requirements:
- Willingness to learn and develop
- Self‑motivated and professional
- Interest in building a long‑term career in mortgage advice
To arrange a discovery call with our head recruiter, Chris Thomas please use the following link:
Trainee Mortgage Broker (Self-Employed) in London employer: SmartMoneyTeam
SmartMoneyTeam is an exceptional employer for aspiring mortgage advisers, offering a robust support system that includes dedicated mentoring, comprehensive training, and access to a vast array of mortgage products. With a focus on long-term career development and a fully digital onboarding process, employees can thrive in a modern work environment that prioritises their growth and success. Join us to kickstart your career with 100% broker fee retention and ongoing support tailored to help you excel in the mortgage advice industry.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Mortgage Broker (Self-Employed) in London
✨Tap into University Career Services
If you're a student or recent grad eyeing a trainee role in banking or financial services, your university career services are your secret weapon. They often have connections with firms, and can guide you to exclusive openings that aren't advertised widely, so make sure to get in touch!
✨Get Involved in Finance Societies
Joining finance-related societies or clubs at your university can seriously up your game. They often host networking events, guest speaker sessions, and workshops that can connect you directly with industry professionals and potential employers.
✨Show Your Passion Through Projects
Try working on finance-related projects or internships, even if they're unpaid. It shows your commitment and gives you something to discuss in interviews. Plus, if you've got a blog or a portfolio detailing your findings on market trends, that can really impress recruiters!
✨Use Our Website to Find Opportunities
We at StudySmarter recommend that you regularly check our website for trainee opportunities at leading companies like SmartMoneyTeam. They often post openings directly there, so don't miss out on the chance to apply and show what you've got!
We think you need these skills to ace Trainee Mortgage Broker (Self-Employed) in London
Some tips for your application 🫡
Show your numbers!:In banking and financial services, we love a bit of quantification. Be sure to highlight any relevant coursework, grades, or projects that showcase your analytical skills. If you've tackled math-heavy subjects or have experience with financial modelling, let that shine on your CV!
Tailor your application to finance:Don't just copy and paste a generic cover letter; weave in your passion for finance and share any relevant experiences or internships, no matter how small. Writing about your motivations and learning potential in relation to the role will help us see you fit in at SmartMoneyTeam.
Certifications can set you apart:If you've got any finance-related certifications (think CFA Level 1, ACCA, or even online courses), make sure to include them! They show initiative and a commitment to your career in banking, which we really appreciate.
Proofread with a fine-tooth comb:In finance, attention to detail is crucial! Spam your application with typos or poor formatting, and we may flag you as 'not detail-oriented'. So, let’s double-check everything. A clear structure in your CV and cover letter will also help your application stand out. Remember, apply through our website!
How to prepare for a job interview at SmartMoneyTeam
✨Brush Up on Your Financial Knowledge
Make sure you’re comfortable with financial concepts and terminology. The interview may dive into areas like risk assessment or investment strategies, so revisiting some core principles and current trends in the banking sector will really help us stand out at SmartMoneyTeam.
✨Prepare for Case Studies
Expect to encounter case studies or hypothetical financial scenarios where you’ll need to demonstrate your analytical skills. Practising with examples can help us articulate our thought process clearly and show how we approach problem-solving specific to the banking and financial services sector.
✨Highlight Your Learning Agility
As a trainee, they’re looking for potential over experience. We should emphasise our willingness to learn and adapt. Be ready to discuss how we’ve taken on challenges in the past, showcasing our growth mindset and eagerness to dive into the banking world with both feet.
✨Showcase Your Interest in the Industry
Let your passion for banking shine through! Discuss any relevant coursework, internships, or even personal finance projects you’ve explored. This not only demonstrates our knowledge but also our genuine enthusiasm for a career in banking at SmartMoneyTeam.
