Job description
My client offers exclusive access to alternative investment opportunities and is currently seeking sales professionals.
Position Overview:
They are seeking a motivated and ambitious Trainee Broker to join the growing team. This is an exciting opportunity for someone looking to enter the financial services industry, develop strong client-facing skills, and gain deep knowledge of alternative asset classes.
Key Responsibilities:
• Support senior sales professionals in identifying and engaging with potential clients
• Conduct initial outreach via phone
• Qualify prospects and schedule introductory meetings
• Maintain CRM records and track engagement metrics
• Stay informed on alternative investment trends, product offerings, and market developments
• Introduce the companies investments to inbound enquiries
What We’re Looking For:
• 1 year of experience in sales, financial services, or client-facing roles
• Strong communication skills — both verbal and written
• High level of motivation, coachability, and resilience
• Comfort working with targets and KPIs in a fast-paced environment
• Genuine interest the broker sector
• The ability to call clients over the phone and qualify leads
What We Offer:
• Competitive base salary up to £26,000 with performance-based bonus
• Comprehensive training and mentorship program
• Pathway to a senior sales or advisory role
• Access to cutting-edge financial products and market insights
• Inclusive, fast-growing team culture