Investment Advisor

We are seeking a motivated and client-focused Investment Advisor to join our London-based Brokerage team. The successful candidate will be responsible for developing and maintaining relationships with high-net-worth individuals and corporate clients, providing tailored investment advice, and promoting a wide range of financial products and services.

Key Responsibilities

• Build and manage a portfolio of clients, delivering personalised investment strategies aligned with their financial goals and risk profiles.

• Actively promote and sell a range of investment and wealth management products, including stocks, bonds, structured products, and alternative investments.

• 360 sales positions from start to finish.

• Identify new business opportunities through networking, referrals, and market research.

• Keep up to date with financial markets, economic trends, and new product offerings.

Qualifications & Skills

• Bachelor’s degree in Finance, Economics, Business, or related field (CFA, CISI, or equivalent certification preferred).

• Proven experience (2–3+ years) in investment advisory or alternative investment sectors.

• Strong understanding of investment products, financial planning, and portfolio management.

• Excellent communication and relationship-building skills with a client-centric approach.

• Target-driven mindset with the ability to meet and exceed sales goals.

What We Offer

• Competitive salary up to £30,000 with uncapped commission potential.

• Access to an extensive suite of financial products and investment solutions.

• Ongoing professional development and sponsorship for further qualifications.

• Collaborative and high-performing team environment in central London.

• Opportunity to grow your career with a leading investment firm.