At a Glance
- Tasks: Contact potential clients and support senior brokers in managing portfolios.
- Company: Dynamic financial services firm in London with a focus on growth.
- Benefits: Competitive salary, commission structure, and comprehensive training.
- Other info: Join a supportive team and enjoy ongoing professional development.
- Why this job: Kickstart your career in finance with hands-on experience and clear progression.
- Qualifications: Strong communication skills and a passion for financial markets.
The predicted salary is between 30000 - 40000 £ per year.
We are seeking a motivated and driven Junior Investment Broker to join our growing London team. This is an entry-level position ideal for individuals looking to build a career in financial services, brokerage, or investment sales. You will be responsible for contacting prospective clients, qualifying leads, and supporting senior brokers in managing client portfolios.
Key Responsibilities
- Conduct outbound calls to prospective investors to introduce the company’s products and services.
- Qualify leads by identifying interest, suitability, investment goals, and risk profile.
- Maintain a high level of professionalism and product knowledge when speaking with clients.
- Schedule appointments and hand off qualified leads to senior brokers.
- Keep accurate records of interactions and follow-ups in the CRM system.
- Support the brokerage team with administrative tasks, research, and client updates.
- Build foundational knowledge of markets, investment products, and regulatory requirements.
Requirements
- Strong communication and interpersonal skills, confident on the phone.
- Highly motivated, target-driven, and eager to learn.
- Ability to handle objections and maintain a professional tone.
- Interest in financial markets, investments, and client-facing roles.
- Strong organisational skills and attention to detail.
- Previous experience in a telesales position.
What We Offer
- Competitive base salary plus attractive commission structure.
- Comprehensive training in brokerage, compliance, and investment products.
- Clear career progression toward Senior Broker or Account Manager roles.
- Supportive team environment and ongoing professional development.
London: Junior Investment Broker – Training & Growth employer: Sales Gurus
Join our dynamic London team as a Junior Investment Broker, where you'll benefit from a competitive salary and an attractive commission structure. We pride ourselves on fostering a supportive work culture that prioritises professional development, offering comprehensive training and clear pathways for career progression. This is an excellent opportunity for motivated individuals to build a rewarding career in financial services within a vibrant city known for its thriving investment landscape.
StudySmarter Expert Advice🤫
We think this is how you could land London: Junior Investment Broker – Training & Growth
✨Tip Number 1
Get to know the company inside out! Before your interview, do some research on their products and services. This will not only impress them but also help you tailor your conversation to show how you can add value.
✨Tip Number 2
Practice makes perfect! Role-play common interview questions with a friend or in front of the mirror. This will boost your confidence and help you articulate your thoughts clearly during the actual interview.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 4
Follow up after your interview! A simple thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace London: Junior Investment Broker – Training & Growth
Some tips for your application 🫡
Show Your Enthusiasm:When writing your application, let your passion for financial services shine through! We want to see that you're motivated and eager to learn about the investment world. A little enthusiasm can go a long way in making your application stand out.
Tailor Your CV:Make sure your CV is tailored to the Junior Investment Broker role. Highlight any relevant experience, even if it’s from a telesales position. We love seeing how your skills align with what we’re looking for, so don’t be shy about showcasing your strengths!
Craft a Compelling Cover Letter:Your cover letter is your chance to tell us why you’re the perfect fit for our team. Be sure to mention your interest in financial markets and client-facing roles. Keep it concise but impactful – we want to know what drives you and how you can contribute to our success.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us that you’re serious about joining our growing London team. Let’s get started on this journey together!
How to prepare for a job interview at Sales Gurus
✨Know Your Stuff
Before the interview, make sure you brush up on your knowledge of financial markets and investment products. Familiarise yourself with the company's offerings and be ready to discuss how they align with client needs. This will show your enthusiasm and preparedness.
✨Practice Makes Perfect
Since this role involves a lot of communication, practice your phone skills! Role-play common scenarios with a friend or family member. Focus on how to introduce yourself, handle objections, and maintain a professional tone. Confidence is key!
✨Be Ready to Sell Yourself
Think about your previous experiences, even if they're not directly related to finance. Highlight your strong communication skills and any telesales experience. Be prepared to explain how these skills can help you succeed as a Junior Investment Broker.
✨Ask Smart Questions
At the end of the interview, don’t forget to ask insightful questions. Inquire about the training process, career progression, or the team culture. This shows your genuine interest in the role and helps you determine if it’s the right fit for you.
