Junior Investment Broker

My client is a fast-growing investment firm specialising in alternative assets and other non-traditional investment vehicles. There mission is to provide investors with access to high-quality, vetted opportunities that are typically reserved for institutional clients.

The Role:

As a Junior Investment Broker you will play a critical role in expanding our investor base through outbound telesales. You will engage with qualified leads and educate prospective clients on alternative investment opportunities. This is a high-activity, high-reward role with a clear path for career progression.

Key Responsibilities:

• Conduct outbound calls to high-net-worth individuals and accredited investors from qualified lead lists

• Introduce and explain alternative investment opportunities in a compliant and compelling way

• Build rapport quickly and understand client needs and suitability

• Maintain accurate records of conversations and progress within the CRM system

• Follow up persistently and professionally to move prospects through the sales funnel

• Stay informed on industry trends and the performance of current offerings

• Work closely with senior sales and compliance teams to ensure high conversion and retention

What We’re Looking For:

• Confident and persuasive communicator with a strong phone presence

• Resilient, self-motivated, and driven by targets

• Ideally some exposure to financial products, telesales, or client-facing roles (though full training will be provided)

• Interest in finance, wealth management, or alternative assets

• Strong organisational skills and ability to manage time and leads effectively

What We Offer:

• Competitive base salary £24,000 with uncapped commission

• Full training and ongoing mentorship from experienced investment professionals

• Access to a portfolio of exclusive alternative investment products

• Clear pathway to senior sales or advisory roles within 12–24 months

• Dynamic, fast-paced environment with performance-based rewards