Junior Broker - IPO

CBPWAM; Greater London; On-site; GBP 20,000 - 32,000; Full time

Benefits offered by this job

Competitive base salary

Uncapped commission

Full training and mentoring

Clear progression path to SeniorBroker

High-quality inbound leads

Modern London office

Supportive sales culture

Job summary

CBPWAM in London is seeking ambitious individuals for an entry-level telesales role within our growing sales team, focusing on pre-IPO investment opportunities.

You will start by contacting and qualifying inbound investor leads, receive full training, and build relationships to progress towards a senior broker role.

With uncapped commission, a competitive base, and a clear progression path, this role offers a genuine career entry into financial sales from the ground up.

Qualifications

• No previous experience required — full training provided.
• Confident, articulate telephone manner.
• Hunger to learn and progress quickly.
• Self-motivated, resilient, and target-driven.
• Professional attitude and strong work ethic.
• Excellent communication and relationship-building skills.

Responsibilities

• Contact and qualify inbound investor leads over the phone.
• Book appointments and warm handovers for senior brokers.
• Learn to present pre-IPO investment opportunities clearly, professionally, and compliantly.
• Build rapport with high-net-worth and sophisticated investors.
• Maintain accurate records within the CRM system.
• Work towards individual and team targets and KPIs.
• Develop knowledge of IPO pipelines, private markets, and alternative investments through ongoing training.

Skills

Telephone skills

Target driven

Communication

Tools

CRM software

Job description

We are seeking ambitious and highly motivated individuals to join our growing London-based sales team specialising in pre-IPO investment opportunities.This is an entry-level telesales role with full training provided — no previous financial sales experience is required. You’ll start by contacting and qualifying inbound investor leads, learning the private markets space from the ground up, and developing the skills to build investor relationships and progress into a senior broking role.If you’re confident on the phone, hungry to earn, and want a genuine career in financial sales, this is the opportunity to get your foot in the door.

Key Responsibilities

• Contact and qualify inbound investor leads over the phone
• Book appointments and warm handovers for senior brokers
• Learn to present pre-IPO investment opportunities clearly, professionally, and compliantly
• Build rapport with high-net-worth and sophisticated investors
• Maintain accurate records within the CRM system
• Work towards individual and team targets and KPIs
• Develop knowledge of IPO pipelines, private markets, and alternative investments through ongoing training

Requirements

• No previous experience required — full training provided
• Confident, articulate telephone manner
• Hunger to learn and progress quickly
• Self-motivated, resilient, and target-driven
• Professional attitude and strong work ethic
• Excellent communication and relationship-building skills
• Any sales, customer service, or telephone-based experience is a bonus but not essential

What We Offer

• Competitive basic salary
• Uncapped commission structure
• Full training and mentoring from experienced senior brokers
• Clear progression path to Senior Broker
• High-quality inbound leads provided
• Modern London office environment
• Supportive and ambitious sales culture