Junior Broker

We are a fast-growing investment company based in the heart of London, specialising in wealth management, alternative investments, and bespoke financial solutions for high-net-worth individuals and institutional clients. We pride ourselves on integrity, innovation, and delivering exceptional client outcomes.

Position Overview:
We are seeking a motivated and ambitious Junior Broker to join our dynamic sales team. This is an entry-level position ideal for individuals looking to build a career in financial sales and investment services. You will be responsible for supporting senior sales staff, developing new business opportunities, and helping maintain long-term client relationships.

Key Responsibilities:

• Assist in identifying and qualifying new business leads through research, networking, and outreach.

• Support the senior sales team in preparing proposals, pitch decks, and client presentations.

• Maintain and update the CRM system with client interactions, meetings, and follow-ups.

• Schedule and attend client meetings alongside senior executives.

• Learn and understand the company’s investment products and services.

• Follow up on leads generated through marketing campaigns and digital channels.

• Help nurture existing client relationships by providing responsive and professional communication.

• Stay informed on market trends and investment products to contribute to team strategy.

Requirements:

• Bachelor’s degree in Finance, Business, Economics, or a related field.

• Excellent verbal and written communication skills.

• Confident, persuasive, and comfortable in client-facing situations.

• Strong organisational skills with attention to detail.

• Driven, ambitious, and eager to learn within a fast-paced environment.

• Proficiency in Microsoft Office Suite; CRM experience is a plus.

What We Offer:

• Competitive base salary plus performance-based bonuses.

• Ongoing training and mentorship from experienced professionals.

• Clear career progression opportunities within the company.

• Exposure to diverse investment products and international markets.

• Vibrant and supportive team culture in a central London office.