Investment Consultant Market Harborough

Regional Recruitment Services; England; On-site; GBP 35,000 - 120,000; Full time

Job summary

A boutique investment house in Market Harborough is seeking an Investment Consultant to convert pre-qualified leads into long-term investor relationships. The ideal candidate will have a proven track record in high-value sales, excellent negotiation skills, and the ability to work under pressure. With a competitive salary of £35,000 and uncapped commission, this role offers a dynamic environment where collaboration and high performance are rewarded. Join a team that values integrity, ambition, and accountability.

Benefits

Uncapped commission

Performance bonuses

Ongoing professional development

Vibrant office culture

Regular socials and recognition events

Qualifications

• Proven success in high-value B2C or B2B sales, especially in investment or financial services.
• Excellent communication and negotiation skills.
• Experience managing a sales pipeline and CRM system.
• Comfortable in a fast-paced, target-driven environment.
• Knowledge of ethical investments, property, or renewables is desirable.

Responsibilities

• Manage and convert pre-qualified investor leads into closed investments.
• Build relationships with investors to match their goals to suitable opportunities.
• Maintain an organised and accurate CRM record.
• Collaborate with Investment Advisers for a steady pipeline.
• Achieve and exceed monthly revenue targets.
• Represent the company at client meetings and events.

Skills

Sales negotiation

Relationship building

Target-driven motivation

Communication

Resilience under pressure

Education

GCSEs or equivalent

Higher education or financial certifications

Tools

CRM systems

Job description

Job Title: Investment Consultant
Reports To: Head of Sales
Location: Market Harborough
Contract: Full-Time, Permanent
Salary: £35,000 base + uncapped commission (realistic OTE £80,000-£120,000)

Role Overview

As an Investment Consultant, you'll take qualified appointments and turn them into long-term investor relationships. This role is about more than closing deals-it's about understanding client goals, delivering high-impact investment opportunities, and becoming a trusted advisor.
This is a high-performance role where your ability to build rapport, negotiate effectively, and maintain a strong pipeline will define your success.

About the Company

Our client is a boutique, high-growth investment house with a bold mission: to deliver ethical, high-yield opportunities in social housing, renewable energy, and residential care.
They don't just raise funds-they're building a future where profit and purpose work hand in hand. This is your chance to join a team where ambition is celebrated, collaboration drives success, and growth-for people, clients, and impact-is inevitable.

Key Responsibilities

• Manage and convert pre-qualified investor leads into closed investments
• Build and nurture strong relationships with investors, understanding their goals and matching them to suitable opportunities
• Maintain an organised, accurate CRM record of all prospect and client interactions
• Collaborate with Investment Advisers to ensure a steady pipeline of high-quality appointments
• Achieve and exceed individual and team monthly revenue targets
• Represent the company professionally at client meetings, events, and presentations

The Type of Person Who Thrives Here

• Confident closer - consultative and credible
• Relationship builder - inspires trust and long-term loyalty
• Results driven - motivated by targets and high expectations
• Resilient - stays focused and positive under pressure
• Strategic thinker - spots opportunities and acts fast

Qualifications & Experience

• Proven success in high-value B2C or B2B sales (investment or financial services preferred)
• Excellent communication and negotiation skills
• Experience managing a sales pipeline and CRM system
• Comfortable working in a fast-paced, target-driven environment
• Knowledge of ethical investments, property, or renewables (desirable)
• Minimum GCSEs or equivalent; higher education or financial certifications a plus

What's in It for You

• £35k base salary + uncapped commission on closed deals
• Performance bonuses and accelerators for exceeding targets
• Spot prizes and quarterly team rewards for top performers
• Ongoing professional development with experienced commercial leaders
• A vibrant, supportive office culture with regular socials and recognition events

Company Values

• Performance- Big targets, big results
• Integrity- Doing what's right, not what's easy
• Ambition- Growing fast and taking people with them
• Innovation- Smarter, faster, better every day
• Accountability- Owning results

Culture

• High standards and even higher rewards
• Seamless teamwork across marketing, investments, and operations
• Celebrating achievements weekly, monthly, and quarterly
• Socials and performance bonuses because success should feel good

If you love winning, you'll thrive here.