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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 horizons
  • Recommending and implementing investment strategies across equities, funds, bonds and alternative assets
  • Monitoring portfolio performance and conducting regular client reviews
  • Staying across market movements, economic trends and regulatory changes that affect client portfolios
  • Growing your client book through referrals, professional networks and direct outreach
  • Ensuring all advice and transactions comply with FCA regulations and internal compliance frameworks
Here are the skills you'll need:
  • Experience as an Investment Broker, Stockbroker, Investment Manager or Discretionary Fund Manager
  • Strong knowledge of investment markets, asset classes and portfolio construction
  • Level 4 diploma or above in investment advice (CISI or CFA qualifications preferred)
  • Excellent relationship management skills and a professional, trustworthy manner
  • Confident in presenting investment ideas and market commentary to sophisticated clients
  • Full 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 experience
  • Competitive base salary plus performance-related commission
  • Access to comprehensive research, dealing platforms and back-office support
  • Support for ongoing professional development and qualifications
  • Pension scheme and benefits package
  • Opportunity to build a substantial long-term client book
  • Cirencester office in the heart of Gloucestershire with a team of experienced investment professionals
Investment 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.




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