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Private Client Stockbroker

Annual Salary: £35,000 per year + bonus (Yr1: £10k OTE; Yr2: £20k OTE); Pension; Private Health Insurance.
Job REF: D1672
Published Date: 02-26-2019

Due to impressive and sustained growth a Level 4 IAD qualified Stockbroker required to join the Retail Advisory team at my client, a leading, independent stockbroker and corporate brokerage.


The successful candidate will draw upon their previous experience to manage an existing, established portfolio of private HNW clients primarily advising on FTSE 350 equities. The ideal candidate will have a minimum of two years’ experience in a similar advisory position.

My client has built up a strong reputation in Surrey and the Home Counties based on their straightforward and honest approach to investing. They value their employees by creating an environment that promotes a sensible work/life balance alongside a full range of additional benefits.

Applications from candidates currently working as a: Stockbroker, Senior Broker, Sales Executive/Broker or Equity Sales Trader are particularly welcome.


Key Responsibilities

  • Advising primarily FTSE 350 equity investment opportunities to existing HNW clients.
  • Updating and monitoring HNW clients on their investment portfolios and developing existing and new client relationships


Skills & Experience

  • RDR / IAD / CISI Level 4 or above qualification is required
  • In-depth understanding of the current financial and investment markets
  • At least 2 years’ experience in an advisory stockbroking position
  • Natural sales ability with excellent client relationship and communication skills
  • Meticulous attention to detail and exceptional planning and organisational skills
  • Confident when communicating with HNW/UHNWs in person or over the phone
  • Fluent at describing and understanding UK markets, explain the benefits and risks specific to the clients’ objectives and needs.


This is a fantastic opportunity for an experienced Private Client Stockbroker looking to avoid commuting into London whilst continuing to use their experience in a client-focused role as part of a dynamic, knowledgeable team. Apply now!

Joey – / 0208 246 6089