Senior Investment Broker
CV-LibraryEC1M, Farringdon, Greater LondonpermanentPosted: 19 June 2026
Apply NowMy client is a well-established investment brokerage based in Central London, specialising in EIS, and tailored investment solutions for both private and institutional clients. With a strong reputation for delivering outstanding results and client service, they are looking to recruit an ambitious Senior Investment Broker to join their growing, high-performing team.
This is an excellent opportunity for a driven sales professional with a passion for financial markets to develop their career within a fast-paced and rewarding environment.
Investment Broker Role Overview
As a Senior Investment Broker, you will be responsible for generating new business opportunities, developing long-term client relationships, and promoting a range of investment products and opportunities. You will play a key role in helping clients build and grow their investment portfolios while contributing to the company’s continued expansion.
Key Responsibilities
* Generate new business through outbound calls, email campaigns, and networking activities
* Build and manage a portfolio of private clients and high-net-worth individuals
* Present and promote stocks, shares, and investment opportunities to prospective investors
* Maintain a strong understanding of financial markets, industry developments, and stock performance
* Provide ongoing account management and client support to encourage long-term relationships
* Consistently achieve and exceed monthly sales targets and KPIs
* Collaborate closely with senior brokers and portfolio managers to deliver tailored client solutions
Requirements
* 1–3 years’ experience within sales, brokerage, or financial services
* Strong interest and understanding of stocks, shares, and capital markets
* Excellent communication, negotiation, and relationship-building skills
* Highly motivated, target-driven, and financially ambitious
* Ability to perform effectively in a fast-paced, competitive environment
* Professional, articulate, and client-focused approach
* Previous experience selling investment products, financial services, or wealth management solutions
What’s on Offer
* £30,000 basic salary with uncapped commission potential
* Ongoing training, mentoring, and professional development
* Clear progression pathway into senior brokerage and leadership roles
* Energetic and collaborative office environment with regular team incentives and rewards
* Access to exclusive networking opportunities, industry events, and client introductions
This is an excellent opportunity for a driven sales professional with a passion for financial markets to develop their career within a fast-paced and rewarding environment.
Investment Broker Role Overview
As a Senior Investment Broker, you will be responsible for generating new business opportunities, developing long-term client relationships, and promoting a range of investment products and opportunities. You will play a key role in helping clients build and grow their investment portfolios while contributing to the company’s continued expansion.
Key Responsibilities
* Generate new business through outbound calls, email campaigns, and networking activities
* Build and manage a portfolio of private clients and high-net-worth individuals
* Present and promote stocks, shares, and investment opportunities to prospective investors
* Maintain a strong understanding of financial markets, industry developments, and stock performance
* Provide ongoing account management and client support to encourage long-term relationships
* Consistently achieve and exceed monthly sales targets and KPIs
* Collaborate closely with senior brokers and portfolio managers to deliver tailored client solutions
Requirements
* 1–3 years’ experience within sales, brokerage, or financial services
* Strong interest and understanding of stocks, shares, and capital markets
* Excellent communication, negotiation, and relationship-building skills
* Highly motivated, target-driven, and financially ambitious
* Ability to perform effectively in a fast-paced, competitive environment
* Professional, articulate, and client-focused approach
* Previous experience selling investment products, financial services, or wealth management solutions
What’s on Offer
* £30,000 basic salary with uncapped commission potential
* Ongoing training, mentoring, and professional development
* Clear progression pathway into senior brokerage and leadership roles
* Energetic and collaborative office environment with regular team incentives and rewards
* Access to exclusive networking opportunities, industry events, and client introductions