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Investment Broker

Limitless Prospects Ltd T/A Success Moves
Posted 6 days ago, valid for 16 days
Location

Chertsey, Surrey KT16 0AE, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The position is for an Asset Management Consultant based in Chertsey, Surrey, offering a salary of £100k OTE, including a basic salary of £24k.
  • Candidates should have proven experience in investment sales, financial services, or high-value sales, ideally with a background in banking, estate agency, or insurance.
  • The role involves engaging with high-net-worth individuals to present and promote high-yield investment opportunities while building a client pipeline.
  • The company offers a hybrid working model after the initial month, with opportunities for career growth and uncapped commission potential.
  • Interested applicants are encouraged to submit a cover letter detailing their suitability for the role.

Amazing Six-Figure Opportunity for an Investment Broker

Title: Asset Management Consultant

Where: Chertsey, Surrey (Parking, Near to Rail station).

Office Based withHybrid working available for the right candidate - after a successful first month, proven self-discipline and results could allow for 4 days in office and 1-day remote work.

When: Mon- Fri

Salary: £100k OTE including Basic £24k

My client is offering a unique opportunity to dramatically increase your income and improve your lifestyle for you and your family we are looking for a bright, talented individual that has the drive to succeed and would like to progress within the Company.

Are you a motivated sales professional looking for a stable salary with high earning potential?

Do you want to develop your career in alternative investment consultancy with the security of a base salary? If so, we want to hear from you!

About My Client

My Client is an alternative investment consultancy based in Surrey, specialising in high-yield investment opportunities across the world. They help high-net-worth individuals (HNWIs), investors, landlords, and savers grow their wealth through asset-backed contracts with fixed passive monthly income, secure, simple and profitable proposition.

The Role

As a Wealth Manager/ Asset Management Consultant, you will:

  • Engage with HNWIs and investors, introducing them to high-demand asset-backed solutions providing passive monthly income and short-term high-yield investment opportunities.
  • Build and maintain a pipeline of high-value clients. You will be responsible for generating your own leads, aiming to present in person or via Zoom/Teams five times a day. Prospecting is a key part of your role. While they advertise extensively, you are responsible for building both B2B and B2C leads.
  • Confidently present, promote, and close investment deals.
  • Guide clients through the investment process with expert industry knowledge. You must be knowledgeable on interest rates, business and financial and investment news.
  • Work in a fast-paced, high-reward environment with uncapped commission potential.
  • Be bright, presentable, fluent in English speech, and willing to engage in continued self-development through books, audio, and networking.
  • Uncapped Earnings - High-performing consultants can earn significantly more.
  • Prestigious Surrey Office - Work in a pleasant environment with ample parking.
  • Full Training & Mentorship - Expert coaching to enhance your skills.
  • Career Growth - Opportunities for leadership and management roles.
  • Elite Sales Environment - Join a team of ambitious professionals in a startup-driven atmosphere.

Skills and Experience required:

  • Confident, persuasive, and driven individuals.
  • Proven experience in investment sales, financial services, or high-value sales (Bankers, Estate Agents, Insurance Sales preferred but not essential).
  • Self-motivated, target-driven professionals who thrive in a sales environment.
  • Strong communication, presentation, and negotiation abilities.
  • A genuine interest in finance, sales, investments, and the environment.

Looking for financial security with strong earning potential?

A cover letter explaining why you think you would be good at this would be beneficial.

Apply today !

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.