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- Tasks: Prospect new clients, build relationships, and schedule appointments in a dynamic environment.
- Company: Join a growing team focused on client success and financial solutions.
- Benefits: Enjoy a competitive salary with performance bonuses and full training support.
- Why this job: Kickstart your career with growth opportunities and a supportive team culture.
- Qualifications: Degree-level education required; finance background preferred but not essential.
- Other info: Ideal for self-starters who thrive on challenges and enjoy relationship-building.
The predicted salary is between 28800 - 43200 £ per year.
Our client is a leading financial planning and wealth management M&A intermediary based in the heart of London.
They are looking for hungry, ambitious, motivated individuals to join a small but fast-growing team. The core focus is sourcing and structuring opportunities for both buy-side and sell-side clients. These clients range from financial planning firms, wealth management businesses, private equity funds, or private investors.
About the role:
The ideal candidate for this role is a self-starter. The role’s primary responsibility is prospecting, building relationships with new and existing clients, and arranging appointments. It is a performance-based environment, so the payment structure combines a basic salary plus a bonus based on your targets. You will be provided full training and support, but you must be confident on the phone and not afraid to make calls.
If you’re consistent and thrive in this role, there is an internal progression structure to move you into more senior positions with significant earning potential.
This is an incredible opportunity to be part of a great team early in a significant growth curve.
Responsibilities:
Prospecting:
- Prospect new clients for appointments
- Schedule meetings for team members with prospects
- You will be targeted on successful diarised appointments
Client relationship management:
- Create, plan, and deliver presentations on company products
- Develop strong, ongoing relationships with prospects and customers
Operations & teamwork:
- Maintain a detailed and organised pipeline
- Communicate initial details gained from the prospect to the appropriate team members before their meeting
- Track all activities in our CRM system
- Work with other team members to optimise our efforts
About you:
- Degree-level education is essential. Ideally, in a finance-related field, but not essential
- Personal interest and aptitude for financial topics is a plus
- Punctual and reliable
- Self-starter
- Curious and open to learning
- Team player, and you enjoy building relationships with new people
- A client-first mindset – look after the client correctly, and you will be looked after too
- Excellent written and verbal communication skills
Culture and perks:
- Basic plus monthly bonus (uncapped)
- Full training provided
- Annual budget for additional skills and development training
- Significant progression opportunities
- Regular team socials
- 20 days plus bank holidays annual leave
- One extra day of holiday for each year worked (up to 5 years/5 additional days)
- One day annual leave for your birthday every year
- Week of annual leave between Christmas and New Year that doesn’t come out of your allowance
- Full-time office-based. Remote flexibility when you become more experienced
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Junior Broker employer: BrighterBox
Contact Detail:
BrighterBox Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Broker
✨Tip Number 1
Show your self-starter attitude by actively seeking out networking opportunities. Attend finance-related events or webinars where you can meet potential clients and industry professionals. This will not only help you build relationships but also demonstrate your initiative.
✨Tip Number 2
Practice your phone skills! Since the role requires confidence on the phone, consider role-playing with a friend or mentor to simulate client calls. This will help you become more comfortable and effective in making those important connections.
✨Tip Number 3
Familiarize yourself with our company products and services before applying. Understanding what we offer will allow you to speak confidently about how you can help clients and tailor your approach to their needs.
✨Tip Number 4
Highlight your teamwork skills during the interview process. Be prepared to share examples of how you've successfully collaborated with others in the past, as this role emphasizes working closely with team members to achieve common goals.
We think you need these skills to ace Junior Broker
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasize any previous experience in sales, client management, or finance-related roles. Use specific examples to demonstrate your ability to build relationships and achieve targets.
Showcase Communication Skills: Since excellent written and verbal communication skills are crucial for this role, provide examples of how you've effectively communicated with clients or team members in the past. This could include presentations, reports, or successful negotiations.
Express Your Self-Starter Attitude: Clearly convey your self-starter mentality in your application. Share instances where you took initiative, whether in a professional setting or during your studies, to show that you thrive in a performance-based environment.
Tailor Your Application: Customize your CV and cover letter to align with the job description. Use keywords from the listing, such as 'prospecting', 'client relationship management', and 'team player', to ensure your application stands out.
How to prepare for a job interview at BrighterBox
✨Show Your Self-Starter Attitude
Demonstrate your initiative by sharing examples of how you've taken charge in previous roles or projects. Highlight any experiences where you proactively sought out new clients or opportunities.
✨Prepare for Relationship Building
Think about how you can create and maintain strong relationships with clients. Be ready to discuss your approach to client management and provide examples of how you've successfully built rapport in the past.
✨Practice Your Communication Skills
Since this role requires excellent verbal communication, practice articulating your thoughts clearly and confidently. Consider doing mock interviews or practicing with friends to refine your delivery.
✨Understand the Performance-Based Environment
Familiarize yourself with performance metrics and be prepared to discuss how you plan to meet and exceed targets. Show that you are motivated by results and understand the importance of a bonus structure.
