Investment Broker

ScreenedFull Time
Victoria, Greater London
£25,000 - £30,000/annum
Posted 6 days ago
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About the role

We are seeking an experienced and highly motivated Investment Broker to join our growing London-based sales team specialising in pre-IPO investment opportunities.

This is a high-performance telesales role focused on handling qualified inbound leads, building investor relationships, and closing investment deals over the phone. The ideal candidate will have a proven track record selling alternative investment products — ideally pre-IPO or private equity — and consistently achieving high revenue targets in a regulated sales environment.

Key Responsibilities of an Investment Broker

* Contact and qualify inbound investor leads

* Present and sell pre-IPO investment opportunities over the phone

* Build strong relationships with high-net-worth and sophisticated investors

* Explain pre-IPO offerings, valuations, and exit potential clearly, professionally, and compliantly

* Manage the full sales cycle from initial enquiry through to close and allocation

* Maintain accurate records within the CRM system

* Consistently achieve and exceed sales targets and KPIs

* Stay up to date with IPO pipelines, private markets, and alternative investment trends

Requirements for the Investment Broker Job

* Minimum 2 years’ experience selling alternative investment products over the phone

* Proven track record in telesales and closing high-value investment deals

* Experience selling pre-IPO shares, private equity, EIS/SEIS, property investments, bonds, or similar alternative investments preferred

* Strong understanding of private markets and the IPO process

* Strong objection-handling and closing skills

* Excellent communication and relationship-building abilities

* Self-motivated, target-driven, and professional

* Experience working with inbound leads essential

What We Offer as an Investment Broker

* Competitive basic salary

* Uncapped commission structure

* High-quality inbound leads provided daily

* Ongoing training and career progression

* Modern London office environment

* Supportive and ambitious sales culture

If you are a confident closer with experience selling investments over the phone and are looking for a high-earning opportunity within a fast-growing firm, we would like to hear from you

About this listing

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