Junior Investment Broker

We are seeking a motivated and driven Junior Investment Broker to join our growing London team. This is an entry-level position ideal for individuals looking to build a career in financial services, brokerage, or investment sales. You will be responsible for contacting prospective clients, qualifying leads, and supporting senior brokers in managing client portfolios.

Key Responsibilities

• Conduct outbound calls to prospective investors to introduce the company’s products and services.

• Qualify leads by identifying interest, suitability, investment goals, and risk profile.

• Maintain a high level of professionalism and product knowledge when speaking with clients.

• Schedule appointments and hand off qualified leads to senior brokers.

• Keep accurate records of interactions and follow-ups in the CRM system.

• Support the brokerage team with administrative tasks, research, and client updates.

• Build foundational knowledge of markets, investment products, and regulatory requirements.

Requirements

• Strong communication and interpersonal skills, confident on the phone.

• Highly motivated, target-driven, and eager to learn.

• Ability to handle objections and maintain a professional tone.

• Interest in financial markets, investments, and client-facing roles.

• Strong organisational skills and attention to detail.

• Previous experience in a telesales position.

What We Offer

• Competitive base salary plus attractive commission structure.

• Comprehensive training in brokerage, compliance, and investment products.

• Clear career progression toward Senior Broker or Account Manager roles.

• Supportive team environment and ongoing professional development.