Join us

Join us to make an impact—whether as a trusted partner or a member of our expert team. Together, we deliver tailored financial solutions that empower individuals, businesses, and investors to thrive.

Partnership Programme

At The Introducing Broker, partnerships are more than just a handshake. They’re about building real value—for you, your clients, and your business. Our Partnership Programme is designed for professionals and businesses ready to enhance their service offerings, boost client satisfaction, and tap into new revenue opportunities.

Whether you’re an accountant, wealth manager, legal professional, or part of an industry association, partnering with us means giving your clients access to expert financial solutions while growing your business.

Accountants & Wealth Managers

Help your clients navigate complex tax reliefs and claims with confidence while adding practical financial expertise to your offering, boosting client satisfaction.

Legal Practices

Complement your services with specialist tax relief and financial advice, helping you stand out as a go-to expert for landlords, investors, and business owners.

Property Surveyors & Valuers

Enhance your role in the property sector by offering clients access to expert capital allowances advice that maximises their investments and demonstrates your value.

Industry Associations

Offer tailored financial insights to your members, strengthening your association’s role as a trusted and forward-thinking resource.

Financial Advisers

Build deeper relationships by connecting your clients with bespoke claims management and protection services that align with their financial plans.

Estate Agents

Simplify the property-buying experience by linking clients to claims and rebate experts, while elevating your reputation as a full-service partner in their journey.

Business Consultants

Add practical financial solutions to your consultancy services, empowering clients to seize opportunities or solve challenges with less hassle.

Professional Networks

Provide your members or affiliates with exclusive access to financial services and solutions, strengthening ties and encouraging engagement within your network.

If you’re interested in exploring a partnership, contact us today. Let’s work together to create lasting value for you and your clients.

Careers

Explore our current job openings and find out how you can contribute to our mission of providing personalised financial solutions.

Sales Executive

Role Overview:

As a Sales Executive, you will be instrumental in driving revenue growth by identifying and engaging potential clients, presenting our brokerage services, and closing sales. Your efforts will directly contribute to expanding our client base and enhancing market presence.

Key Responsibilities:

Client Acquisition: Identify and approach prospective clients interested in brokerage services, utilising various channels such as networking events, referrals, and digital platforms.
Product Presentation: Clearly articulate the features and benefits of our services, tailoring presentations to meet the specific needs of each client.
Relationship Building: Develop and maintain strong relationships with clients to encourage repeat business and referrals.
Market Research: Stay informed about industry trends, competitor offerings, and market conditions to effectively position our services.
Sales Targets: Achieve or exceed monthly and quarterly sales targets, contributing to the overall growth objectives of the company.
Reporting: Maintain accurate records of sales activities and client interactions in the CRM system.

Qualifications:

Proven experience in sales, preferably within the financial services or brokerage industry.
Strong communication and negotiation skills.
Ability to understand and explain complex financial products.
Self-motivated with a results-driven approach.
Proficiency in CRM software and Microsoft Office Suite.

Tax Consultant

Role Overview:

As a Tax Adviser, you will work closely with businesses to review their tax positions, provide expert advice, and introduce them to qualified tax partners for compliance and submission. Your role is critical in ensuring clients optimise their tax strategies while adhering to UK tax regulations.

Key Responsibilities:

Tax Review: Analyse and review company financials to identify tax-saving opportunities and ensure compliance with relevant legislation.
Advisory Services: Provide businesses with tailored advice on tax planning strategies, identifying potential risks and areas for improvement.
Partner Introduction: Connect clients with trusted and qualified tax partners to handle submission and compliance processes.
Client Support: Act as a liaison between clients and tax partners, ensuring clear communication and a smooth advisory process.
Market Awareness: Stay updated on UK tax legislation and market changes, sharing relevant insights with clients and internal teams.
Documentation: Prepare detailed reports summarising findings, recommendations, and next steps for clients.
Education & Guidance: Help clients understand complex tax matters, breaking down technical language into actionable advice.

Qualifications:

Experience in tax advisory, financial consulting, or a similar role.
Strong understanding of UK tax laws, particularly in relation to corporate taxes.
Excellent communication and interpersonal skills to build trust and maintain professional relationships.
Analytical and detail-oriented, with the ability to identify opportunities for tax efficiency.
Familiarity with accounting and tax software tools is a plus.

Why Join Us?

This role offers a unique opportunity to collaborate with diverse businesses and provide invaluable support in navigating the complexities of tax planning and compliance. As a Tax Adviser, you will play a key role in connecting clients with solutions that drive financial efficiency and regulatory compliance.

Relationship Manager

Role Overview:

As a Relationship Manager, you will serve as the primary point of contact for our clients, ensuring their needs are met and fostering long-term partnerships. Your role is pivotal in maintaining client satisfaction and loyalty.

Key Responsibilities:

Client Engagement: Build and nurture relationships with clients, understanding their financial goals and providing tailored solutions.
Account Management: Oversee client accounts, ensuring services are delivered effectively and addressing any issues promptly.
Cross-Selling: Identify opportunities to introduce additional services that align with client needs.
Feedback Loop: Gather client feedback to inform service improvements and relay insights to internal teams.
Market Awareness: Keep abreast of industry developments to provide informed advice to clients.
Reporting: Prepare regular reports on client interactions and satisfaction levels.

Qualifications:

Experience in client relationship management, preferably in financial services.
Strong interpersonal and communication skills.
Ability to manage multiple client accounts effectively.
Problem-solving aptitude and proactive approach.
Familiarity with CRM systems and client management tools.

Portfolio Manager

Role Overview:

As a Portfolio Manager, you will oversee client investment portfolios, ensuring they align with clients’ financial objectives and risk tolerance. Your expertise will guide clients toward achieving their investment goals.

Key Responsibilities:

Investment Strategy: Develop and implement investment strategies based on thorough market analysis and client objectives.
Portfolio Management: Monitor and adjust portfolios to optimise performance, balancing risk and return.
Client Consultation: Communicate regularly with clients to discuss portfolio performance and make recommendations.
Market Analysis: Conduct ongoing research to stay informed about market trends, economic indicators, and investment opportunities.
Compliance: Ensure all investment activities comply with regulatory standards and company policies.
Reporting: Provide detailed reports on portfolio performance and market conditions to clients and internal stakeholders.

Qualifications:

Professional qualifications such as CFA or equivalent.
Extensive experience in investment management.
Strong analytical skills and financial acumen.
Excellent communication and client-facing skills.
Ability to make informed decisions under market pressure.

Innovation Adviser

Role Overview:

As an Innovation Adviser, you will assist businesses in identifying and implementing innovative strategies to drive growth and maintain competitiveness. Your role involves analysing market trends, advising on emerging technologies, and supporting the development of innovative solutions that align with business objectives.

Key Responsibilities:

Trend Analysis: Research and analyse market trends, competitor strategies, and emerging technologies to identify opportunities for innovation.
Strategic Planning: Collaborate with clients to develop forward-thinking innovation strategies that enhance productivity and profitability.
Technology Advisory: Provide insights into cutting-edge technologies and their practical applications in solving business challenges or streamlining operations.
Project Management: Lead and coordinate the implementation of innovation projects, ensuring timely delivery and alignment with defined goals.
Stakeholder Engagement: Build relationships with key stakeholders, including senior management and external partners, to foster a culture of innovation.
Training & Workshops: Design and deliver workshops or training sessions to empower clients and their teams with the tools, knowledge, and methodologies for fostering innovation.
Risk Assessment: Evaluate potential risks associated with innovation initiatives and propose mitigation strategies.
Reporting & Recommendations: Provide detailed insights and recommendations based on data analysis, market research, and project outcomes.

Qualifications:

Proven experience in innovation management, consultancy, or a similar advisory role.
Strong understanding of emerging trends in technology, business practices, and market dynamics.
Excellent problem-solving skills with a creative and strategic mindset.
Ability to communicate complex ideas clearly and effectively to diverse audiences.
Strong project management skills, including experience in agile methodologies or similar frameworks.
Experience working with cross-functional teams and managing change initiatives.
A relevant degree or professional qualification in business, innovation, or a related field is preferred.

Why Join Us?

As an Innovation Adviser, you’ll play a pivotal role in shaping the future of our clients’ businesses. If you are passionate about driving change, exploring new ideas, and delivering impactful results, we invite you to bring your creativity and expertise to our team.

Sound interesting

If you’ve seen a role you might be a good fit for, or want to get in contact regarding a partnership opportunity, we’d love to hear from you. Reach out today so we can have a chat.