At a Glance
- Tasks: Contact prospective clients and support senior brokers in managing portfolios.
- Company: Join a dynamic financial services team in London with growth opportunities.
- Benefits: Competitive salary, attractive commission, and comprehensive training provided.
- Other info: Clear career progression towards becoming a Senior Broker.
- Why this job: Kickstart your career in finance and learn from experienced professionals.
- Qualifications: Strong communication skills and a keen interest in 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.
London: Junior Investment Broker – Training & Growth employer: Sales Gurus
Join a dynamic and supportive team in London where your growth is our priority. As a Junior Investment Broker, you'll benefit from comprehensive training, a competitive salary with commission opportunities, and a clear path for career advancement in the financial services sector. Our collaborative work culture fosters learning and development, making it an excellent environment for those eager to build a rewarding career in investment brokerage.
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! Research their products, services, and market position. This will not only help you in interviews but also show your genuine interest when you reach out to them.
✨Tip Number 2
Practice your pitch! Since you'll be making outbound calls, rehearse how you introduce yourself and the company. Keep it concise and engaging to grab the attention of prospective clients.
✨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 referrals.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace London: Junior Investment Broker – Training & Growth
Some tips for your application 🫡
Show Your Motivation:We want to see your enthusiasm for the role! In your application, make sure to highlight why you're excited about becoming a Junior Investment Broker and how you plan to grow in the financial services industry.
Tailor Your CV:Don’t just send out the same CV everywhere. We recommend customising it to reflect the skills and experiences that align with the job description. Mention any relevant experience, even if it's from a different field!
Craft a Catchy Cover Letter:Your cover letter is your chance to shine! Use it to tell us a bit about yourself, your interest in investment brokerage, and how you can contribute to our team. Keep it concise but engaging!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role there!
How to prepare for a job interview at Sales Gurus
✨Know Your Stuff
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 potential clients' needs. This will show that you're genuinely interested and prepared.
✨Practice Your Pitch
Since you'll be making outbound calls, practice your introduction and how you present the company’s services. Role-play with a friend or family member to get comfortable with handling objections and maintaining a professional tone during conversations.
✨Show Your Motivation
Be ready to share why you're excited about starting a career in financial services. Highlight your eagerness to learn and grow within the company. Employers love candidates who are driven and have a clear vision for their future.
✨Organise Your Thoughts
Before the interview, jot down key points you want to cover, including your previous experience in telesales and how it relates to this role. Being organised will help you communicate clearly and effectively, which is crucial for a Junior Investment Broker.
