Senior Investment Broker

My client is a well-established investment brokerage based in Central London, specialising in EIS, and tailored investment solutions for both private and institutional clients. With a strong reputation for delivering outstanding results and client service, they are looking to recruit an ambitious Senior Investment Broker to join their growing, high-performing team.

This is an excellent opportunity for a driven sales professional with a passion for financial markets to develop their career within a fast-paced and rewarding environment.

Investment Broker Role Overview

As a Senior Investment Broker, you will be responsible for generating new business opportunities, developing long-term client relationships, and promoting a range of investment products and opportunities. You will play a key role in helping clients build and grow their investment portfolios while contributing to the company’s continued expansion.

Key Responsibilities

• Generate new business through outbound calls, email campaigns, and networking activities
• Build and manage a portfolio of private clients and high-net-worth individuals
• Present and promote stocks, shares, and investment opportunities to prospective investors
• Maintain a strong understanding of financial markets, industry developments, and stock performance
• Provide ongoing account management and client support to encourage long-term relationships
• Consistently achieve and exceed monthly sales targets and KPIs
• Collaborate closely with senior brokers and portfolio managers to deliver tailored client solutions

Requirements

• 1–3 years’ experience within sales, brokerage, or financial services
• Strong interest and understanding of stocks, shares, and capital markets
• Excellent communication, negotiation, and relationship-building skills
• Highly motivated, target-driven, and financially ambitious
• Ability to perform effectively in a fast-paced, competitive environment
• Professional, articulate, and client-focused approach
• Previous experience selling investment products, financial services, or wealth management solutions

What’s on Offer

• £30,000 basic salary with uncapped commission potential
• Ongoing training, mentoring, and professional development
• Clear progression pathway into senior brokerage and leadership roles
• Energetic and collaborative office environment with regular team incentives and rewards
• Access to exclusive networking opportunities, industry events, and client introductions