Investment Consultant

Job Title:

Investment Consultant

Reports To:

Head of Sales

Location:

Market Harborough. On Site Role

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 ethical 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 as Investment Consultant

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 sales 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.

Next Steps

Apply to this Investment Consultant role through this advert. If you would like more information about this role, please contact our Commercial Team on (phone number removed) or Sasha on (phone number removed) / email (url removed).

If successful, you will need to digitally register with our agency (if you haven't already done so). If you have not been contacted regarding your application within 7 days, please assume that you have not been successful. However, we will retain your details for any future opportunities for which you may be suitable.

About Regional Recruitment Services - A Recruitment Agency in Leicestershire

This position is advertised by Regional Recruitment Services Ltd, an award-winning independent recruitment agency established in 2008. We offer permanent, temporary, and contract jobs across the Commercial, Construction, Industrial, and Engineering sectors.

To view all our positions available throughout the United Kingdom, please visit (url removed)