Broker - Investor Relations

Global Opportunities
London (Greater)
£21000 - £36000 per annum
12 Nov 2017
16 Nov 2017
Contract Type
Full Time

A great opportunity to progress as a broker with one of the UK's market leading private investment houses.

Contacting high net-worth individuals to discuss tax efficient investment solutions and SME's to discuss senior debt opportunities.

Client Details

  • My client are at the forefront of the financial services market having become extremely well established in their 8 years of existence
  • Specialising in originating, structuring, managing and leading tax-efficient investment and senior debt opportunities for high net-worth individuals, ultra-high net-worth individuals, family offices, wealth managers and IFAs, my client have a team boasting over 50 years' collective experience in SME investment
  • They are the leading company with expertise in tax-efficient equity investment and providing debt funding to SMEs


  • Build relationships with qualifying high net-worth individuals with an interest in tax efficient investments
  • Calling prospective clients to introduce services and products
  • Raising funds for SMEs via HNW contacts
  • Keeping clients updated and informed of changes to political landscape as well as specific company updates and new investment opportunities
  • Attending client presentations. This is an open forum where clients are able to listen to company owners giving updates on their respective investments and ask questions
  • Regular compliance updates, making sure clients are not only suitable but stay suitable


  • Previous sales experience and proven track record in new business development
  • CISI IAD Level 4 Qualification or prepared to study for it
  • A pass in the regulation module a must, securities and regulations desirable
  • Ability to build and maintain relationships with clients
  • Enthusiastic, key time management, results driven, very self-motivated and resilient

Job Offer

My client are offering anywhere between £21,000K - £36,000K base salary with an OTE of £50,000K in year one and £100,000K in year two.

This is an ideal role for anyone looking to progress and further their career as a broker whilst working in a fast-paced, rewarding working environment

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