Sales and Research Consultant - Capital Markets Technology Consulting

We offer full sponsorship and graduate visa, relocation assistance if overseas

Sales and Research Consultant - Capital Markets Technology Consulting

Salary £30K basic: OTE Year 1 £60K, Year 2 £80K, Year 3 £100K

Location: Barnet current location / Hatfield 2026

We offer full sponsorship and graduate visa

About us

Phi Partners is a specialist capital markets technology and quantitative consulting firm with deep expertise across front office, pricing, and risk technology, enterprise trading solutions and public cloud. We work with leading investment banks, asset managers, hedge funds, sovereign wealth funds, and other financial institutions. Whether clients choose to buy off-the-shelf platforms or build modern architectures, we support them end-to-end with cross-asset quantitative services, advanced modelling and validation, and front-office and risk technology supporting the full trade lifecycle.

With more than 500 consultants, international delivery hubs, mature nearshore centres, and annual revenues exceeding £50 million, Phi is a long-standing and trusted partner to over 80 top-tier institutions.

Our London-based sales and commercial hub in Wrotham Business Park drives our growth. Here, a team of over 30 driven sales consultants collaborate closely with our global experts to shape opportunities.As an integrated part of a global organisation, our sales consultants support clients across regions, and drive programmes that span advisory, transformation, and ongoing operations. This team develops long-term relationships, navigating complex client landscapes, and closing deals from £100,000 to £20 million, in a high-energy, high-performance environment.

What you’ll be doing:

• Your journey begins with an intensive capital markets and technology sales training programme, with our senior leadership team. You’ll build a strong knowledge in capital markets, sales and recruitment, fintech technology insights.
• As a Recruitment Sales & Research Associate, you’ll move from candidate research to business-line specialisation, then into client-facing sales with opportunities to manage key accounts. Our structured development plan supports growth from Junior Consultant to Partner, with exposure to international projects and high-profile clients.
• Your learning continues through a competency-based development framework, specialised training projects, and close support as you build your own portfolio of global clients.
• We reward success through merit-based promotions, uncapped commission, regular performance reviews, and the long-term opportunity to become a Partner with access to company stock.

The Phi Promise

• Joining as a Recruitment Sales & Research Consultant means stepping into a high-growth sales career at the intersection of capital markets, fintech, and technology consulting. We promise to help you build deep expertise in capital markets technology, develop strong commercial and solution-selling skills, and collaborate with industry experts shaping the future of financial technology.
• You’ll receive a clear development plan, hands-on exposure to global clients, and ongoing coaching to accelerate your capabilities in technology sales, strategic account management, and client relationship building.
• If you bring curiosity, ambition, and a drive for results, we’ll give you the platform, training, and support to thrive in a world-class capital markets sales environment.

What We’re Looking For:

• Ambitious and driven individuals who work hard, learn fast, and tackle challenges with resilience.
• Confident, charismatic communicators able to build strong, trusted client and candidate relationships.
• Collaborative team players who thrive in high-energy, fast-paced environments and prioritise collective success.
• Strong intellectual curiosity and a genuine appetite for learning across financial markets, fintech, technology consulting, and sales.
• Ability to absorb complex information quickly and adapt to a rapidly evolving capital markets landscape.
• Strong academic performers (First to 2:1), ideally with a master’s degree.
• Work experience in technical sales, B2B technology, or related fields is a valuable advantage.

Benefits package:

• Salary £30,000k basic and On Target Earnings: Year 1 £60,000k, Year 2 £80,000 Year 3 £100k
• Performance-related commission scheme.
• Gym contribution up to £50 per month - onsite gym from April 2026.
• Graduate training programme.
• Tailored career and personal development.
• Mobile phone contribution up to £35 per month.
• Private medical insurance.
• Autonomy - trusted to support on research for international clients.
• Opportunity to travel overseas.
• Collaborative, trusting team environment amongst the brightest minds.
• Full support from day one.
• Close contact with senior leadership and the CEO for direct advice.
• Fast paced, positive environment.
• Office snacks & breakfast supplied.
• Casual dress code.
• Team days and nights out
• Diverse and inclusive - multi cultural office.
• Environment: Office-based Monday to Friday - hours 7:30am - 5:30pm.
• Stunning offices - current location Barnet, however relocation to Hatfield 2026.
• You need to be able to move to a close location to the Hatfield office upon successfully being offered the position.

Interested in relocating to United Kingdom? Check out our comprehensive Relocation Jobs in United Kingdom page with detailed relocation packages and benefits.

Your journey

We offer tailored career pathways with clear progression - review our candidate brochure and apply today if you are driven by curiosity, motivated by results and excited to represent innovative technology and quantitative services to financial institutions.

If you are interested and believe you can make your mark at Phi, send your C.V. today at info@phipartners.com

For more information, please review:

• Candidate brochure: https://library.phipartners.com/view/669097812/
• Website: https://www.phipartners.com/careers/sales-and-research-programme/
• Life Page: https://www.linkedin.com/company/phi-partners/life/salesandresearch/

Recruitment Journey

1. CV Submission & Video Application
2. First Stage Teams Interview
3. Second Stage Interview and Psychometric Test
4. Third Stage Interview with Directors
5. Fourth Stage Presentation Interview to Senior Leader