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Investment Broker - Stocks & Shares

icon building Company : Pgs Ltd
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Job Description - Investment Broker - Stocks & Shares

As a Investment Broker, you'll play a pivotal role in connecting our firm with investors, entrepreneurs, and key stakeholders at fast-growing companies. Your primary goal is to introduce our pre IPO to private clients

Key Responsibilities:

  • Conduct outbound calls to warm and cold leads, focusing on companies interested in capital markets, IPOs, and investment strategies

  • Build strong rapport with decision-makers (CEOs, CFOs, Founders)

  • Understand and articulate our service offerings confidently and clearly

  • Identify client needs and align them with tailored IPO solutions

  • Maintain accurate CRM records and manage your sales pipeline effectively

  • Work closely with corporate advisors and marketing teams to optimise lead conversion

Requirements:

  • Minimum 3 years’ telesales experience, ideally in financial services, investments, or capital markets

  • Proven success in B2B telesales with high-value services or complex solutions

  • Excellent communication, negotiation, and persuasion skills

  • Resilient, self-motivated, and target-driven

  • Knowledge of the IPO process, investment trends, or financial consultancy is a strong plus

  • Ability to thrive in a high-pressure, fast-paced environment

What We Offer:

  • Competitive base salary with industry-leading commission structure

  • Opportunity to work with a seasoned team of IPO consultants and financial experts

  • Fast-tracked career growth and development within a scaling firm

  • Regular team incentives, performance bonuses, and networking events

  • Modern offices in central London with excellent transport links

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