Investment Broker

Investment Broker, Cirencester, Gloucestershire - Competitive Salary + Commission
Markets move fast, and clients need brokers they can trust to navigate them. This Investment Broker role in Cirencester offers the chance to build a book of high-net-worth clients and help them grow their wealth through considered, research-backed investment decisions.
Company OverviewA Cirencester-based financial services firm with deep roots in the investment and wealth management space is looking for an Investment Broker to join its team. The business manages portfolios for private clients, business owners and family offices across Gloucestershire and the wider United Kingdom. The culture is knowledge-driven and client-focused, and the firm takes a long-term view on both client relationships and employee development.
Job OverviewThe Investment Broker will advise clients on investment opportunities, build and maintain portfolios and execute trades in line with agreed strategies. This is a client-facing role that combines technical investment knowledge with relationship management. The Investment Broker will be expected to grow their own client base through referrals, networking and proactive outreach while maintaining the highest standards of compliance and suitability.
Here's what you'll be doing:Meeting with private clients and business owners to understand their investment goals, risk appetite and time horizonsRecommending and implementing investment strategies across equities, funds, bonds and alternative assetsMonitoring portfolio performance and conducting regular client reviewsStaying across market movements, economic trends and regulatory changes that affect client portfoliosGrowing your client book through referrals, professional networks and direct outreachEnsuring all advice and transactions comply with FCA regulations and internal compliance frameworksHere are the skills you'll need:Experience as an Investment Broker, Stockbroker, Investment Manager or Discretionary Fund ManagerStrong knowledge of investment markets, asset classes and portfolio constructionLevel 4 diploma or above in investment advice (CISI or CFA qualifications preferred)Excellent relationship management skills and a professional, trustworthy mannerConfident in presenting investment ideas and market commentary to sophisticated clientsFull UK driving licence (office-based in Cirencester with travel for client meetings)Work PermissionsYou must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.
Key perks and benefits:Salary range of £40,000 - £100,000 depending on experienceCompetitive base salary plus performance-related commissionAccess to comprehensive research, dealing platforms and back-office supportSupport for ongoing professional development and qualificationsPension scheme and benefits packageOpportunity to build a substantial long-term client bookCirencester office in the heart of Gloucestershire with a team of experienced investment professionalsInvestment broking remains one of the most intellectually stimulating and financially rewarding careers within the United Kingdom's financial services sector. For an Investment Broker in Cirencester, this role offers the infrastructure, the client base and the autonomy to build a distinguished career in one of Gloucestershire's most established financial services practices.