Investment Consultant Market Harborough

Regional Recruitment Services; Greater London; On-site; GBP 80,000 - 120,000; Full time

Job summary

A boutique investment firm in Market Harborough seeks an experienced Investment Consultant to manage investor relationships. You'll convert leads into closed investments, achieving revenue targets in a high-performance environment. This role offers a base salary of £35,000 plus uncapped commission with realistic OTE of £80,000 - £120,000. Candidates must have proven sales success and excellent communication skills. A supportive team culture with professional development and performance rewards awaits you.

Benefits

Uncapped commission

Performance bonuses

Ongoing professional development

Supportive office culture

Spot prizes for top performers

Qualifications

• Proven success in high-value B2C or B2B sales, preferably in investment or financial services.
• Experience in managing a sales pipeline and CRM systems.
• Knowledge of ethical investments or property is desirable.

Responsibilities

• Manage and convert pre-qualified investor leads into closed investments.
• Build and nurture strong relationships with investors.
• Maintain an organised CRM record of all interactions.
• Collaborate with Investment Advisers for a steady appointment pipeline.
• Achieve individual and team monthly revenue targets.

Skills

Communication skills

Negotiation skills

Relationship building

Sales pipeline management

Target-driven mindset

Education

GCSEs or equivalent

Higher education or financial certifications

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.