Trainee High-Net-Worth Broker
Trainee High-Net-Worth Broker

Trainee High-Net-Worth Broker

Milton Internship No home office possible
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At a Glance

  • Tasks: Join our team as a Trainee High-Net-Worth Broker and support senior brokers on complex mortgage cases.
  • Company: Onozzi is a boutique brokerage specialising in large, complex mortgages for High-Net-Worth clients.
  • Benefits: Enjoy fast-tracked career development, one-to-one mentorship, and exposure to elite clients.
  • Why this job: This role offers unique case experiences, a collaborative culture, and the chance to shape your future.
  • Qualifications: Some background in finance or mortgages, ambition, client-centric mindset, and strong organisational skills required.
  • Other info: Located in Glasgow’s West End, we’re a close-knit team dedicated to your growth and success.

We’re looking for an ambitious early-career professional to join our growing team. If you’ve had a taste of the mortgage or finance world and are ready to build something bigger, this could be your next step. ONOZZI is the go-to brokerage for large and complex mortgages, catering to High-Net-Worth (HNW) international clients. We’re expanding our team with a new hire who will embark on a structured journey to become a HNW Specialist Broker. This isn’t just an admin job, it’s a chance to grow into an expert advisor with one of the most unique firms in the market.

What’s in it for you?

  • Fast-Tracked Career Development: You’ll learn hands-on from experience with senior brokers. We’ve crafted a long-term pathway for you. From supporting senior brokers on complex cases to gradually taking the lead as a fully-qualified High-Net-Worth Mortgage Broker.
  • One-to-One Mentorship: Work directly with Onozzi’s founder and senior brokers, gaining real industry knowledge. We offer hands-on training, guidance through professional qualifications and dedicated mentors invested in your success.
  • Elite Client Exposure: Get involved in bespoke mortgage cases that you won’t see at most mortgage brokerages. Every deal is unique, ranging from entrepreneurs with unconventional income streams to luxury property financing. You’ll dive into complex scenarios early in your career, building expertise fast.
  • Boutique Culture & Environment: We are a small, close-knit team based in a beautiful office in Glasgow’s West End. Expect a friendly, collaborative atmosphere. With a team working towards overall objectives and key results. You play a direct role in the company’s performance.

Who we’re looking for:

  • Financial Services Exposure: You have some background in mortgages or finance, whether you’ve been a mortgage administrator, supported a bank’s BDM, or interned in financial services.
  • Ambition & Commitment: You envision a future as a top mortgage advisor and are ready to commit to a journey to get there. You take initiative in your own development, seek feedback and aspire to be the best in a specialist field.
  • Client-Centric Mindset: You enjoy helping people and you get a buzz from solving problems. At Onozzi, each client’s situation is unique, you should be excited by the idea of finding tailored solutions and delivering results.
  • Detail-Oriented & Organised: Large mortgage cases can be intricate. You’re the type who double-checks the details and stays on top of documentation. Perhaps you’ve juggled multiple cases or projects before, you know how to keep things on track and stakeholders informed.
  • Team Player with a Growth Mindset: We’re a close-knit team so fit matters. You’re collaborative, open to learning and ready to pitch in to help colleagues. In return, you’ll have the full support of our team.

Why Onozzi?

Onozzi isn’t your typical brokerage. We’re a boutique firm with a big reputation, known for securing financing for clients with unique profiles. Joining us now means you’ll be part of a growing success story and will shape our future. We invest heavily in our junior talent because your growth drives the growth of our firm. If you’re in Glasgow (or nearby) and this speaks to you, we’d love to chat. This is a rare chance to launch your career with High-Net-Worth case experience, one-on-one mentorship and a team that genuinely cares.

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Contact Detail:

ONOZZI Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trainee High-Net-Worth Broker

✨Tip Number 1

Familiarise yourself with the High-Net-Worth market. Research the unique financial needs and challenges faced by HNW clients, as this knowledge will help you stand out during interviews and discussions.

✨Tip Number 2

Network within the finance and mortgage sectors. Attend industry events or join relevant online forums to connect with professionals who can provide insights and potentially refer you to opportunities at Onozzi.

✨Tip Number 3

Demonstrate your ambition and commitment by seeking out additional training or certifications related to mortgages and finance. This proactive approach shows that you're serious about your career development.

✨Tip Number 4

Prepare thoughtful questions about Onozzi’s culture and mentorship programme. Showing genuine interest in how they support their team members will highlight your enthusiasm for joining their close-knit environment.

We think you need these skills to ace Trainee High-Net-Worth Broker

Financial Services Knowledge
Mortgage Industry Understanding
Client Relationship Management
Problem-Solving Skills
Attention to Detail
Organisational Skills
Communication Skills
Team Collaboration
Initiative and Proactivity
Adaptability
Time Management
Analytical Thinking
Growth Mindset
Commitment to Professional Development

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights any relevant experience in finance or mortgages. Emphasise your ambition and commitment to becoming a top mortgage advisor, as well as any client-centric roles you've held.

Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the unique opportunity at Onozzi. Mention specific aspects of their mentorship programme and boutique culture that appeal to you, and how you see yourself fitting into their team.

Showcase Your Problem-Solving Skills: Provide examples in your application of how you've successfully solved problems in previous roles. Highlight your detail-oriented nature and ability to manage multiple projects, as these are key traits they are looking for.

Research Onozzi: Familiarise yourself with Onozzi's services and values by visiting their website. Understanding their approach to high-net-worth clients will help you tailor your application and demonstrate your genuine interest in the firm.

How to prepare for a job interview at ONOZZI

✨Show Your Financial Knowledge

Make sure to brush up on your understanding of mortgages and finance. Be prepared to discuss any relevant experience you have, whether it's from previous jobs or internships. This will demonstrate your commitment to the field and your readiness to learn more.

✨Emphasise Your Ambition

During the interview, express your long-term goals and how they align with becoming a High-Net-Worth Specialist Broker. Show that you're not just looking for a job, but a career path where you can grow and contribute significantly.

✨Demonstrate Client-Centric Thinking

Prepare examples of how you've helped clients in the past or how you would approach unique client situations. Highlight your problem-solving skills and your excitement about delivering tailored solutions, as this is crucial for the role.

✨Be Ready to Discuss Teamwork

Since Onozzi values a collaborative environment, be prepared to talk about your experiences working in teams. Share instances where you supported colleagues or contributed to group success, showcasing your ability to fit into their close-knit culture.

Trainee High-Net-Worth Broker
ONOZZI
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