At a Glance
- Tasks: Help clients make smart financial decisions and build long-term relationships.
- Company: Dynamic investment consultancy with a national presence and entrepreneurial spirit.
- Benefits: Competitive salary, performance bonuses, hybrid working, and premium benefits package.
- Other info: Career development pathways and regular team events for networking.
- Why this job: Join a respected firm and work with experienced professionals on diverse client portfolios.
- Qualifications: Degree in Finance, Economics, or related field; strong interpersonal skills required.
The predicted salary is between 55000 - 70000 £ per year.
Central London | UK-Wide Office Network
£55,000 - £70,000 Basic Salary + Performance Bonuses + Profit Share Opportunities + Premium Benefits Package
This role is about helping clients make informed financial decisions that can shape their future. We are seeking an ambitious and commercially minded Investment Consultant to join our growing advisory division. Based in our Central London headquarters, with access to offices throughout the UK, you will work with a diverse client portfolio, helping individuals and businesses navigate investment opportunities, portfolio strategies and long-term financial objectives.
What You'll Be Doing:
- Building long-term relationships with private and corporate clients.
- Conducting investment reviews and identifying suitable opportunities.
- Analysing market developments and communicating investment insights.
- Supporting clients with portfolio planning and wealth accumulation strategies.
- Working closely with senior investment professionals on larger and more complex cases.
- Contributing to business growth through referrals and client retention.
- Participating in strategy meetings, investment forums and market briefings.
- Representing the company at networking events and client functions.
What Makes This Opportunity Different?
We believe exceptional performance deserves exceptional rewards.
- Annual performance bonus.
- Quarterly client retention bonus.
- Revenue-share incentive structure.
- New business generation bonuses.
- Client portfolio growth rewards.
- Accelerated salary review programme for top performers.
- High achievers' incentive trips.
- Annual company profit-share scheme.
Additional Benefits:
- Private medical insurance.
- Enhanced pension contribution.
- Hybrid working options.
- Additional annual leave purchase scheme.
- Corporate gym membership allowance.
- Wellbeing and lifestyle benefits package.
- Premium employee assistance programme.
- Modern Central London office facilities.
- Regular team events and networking opportunities.
- Career development pathways into Senior Consultant and Investment Manager positions.
What We're Looking For:
- Degree educated in Finance, Economics, Business, Mathematics or a related discipline.
- Strong interpersonal and relationship-building skills.
- Commercial awareness and interest in financial markets.
- Confidence communicating with professional and high-net-worth clients.
- Strong analytical and problem-solving abilities.
- Motivated by both personal success and team achievement.
- Professional, driven and client-focused approach.
Why Apply?
This position offers the opportunity to work with experienced investment professionals, gain exposure to sophisticated client portfolios and build a rewarding career within a highly respected financial services environment. If you are looking for a role that combines relationship management, strategic thinking, market analysis and significant earning potential, we would like to hear from you.
Investment Consultant employer: Regal Brooke Limited
Join a dynamic and innovative team at one of the UK's leading investment asset management groups, where your passion for data and financial markets will be nurtured in a collaborative and forward-thinking environment. With a competitive starting salary, performance bonuses, and a comprehensive wellbeing package, we prioritise employee growth and international career development, ensuring you have the tools and support to thrive in your role. Experience the unique advantage of hybrid working opportunities that promote work-life balance while contributing to impactful investment decisions from day one.
