Job title: Investment Consultant Market Harborough
Job type: Permanent
Emp type: Full-time
Industry: Commercial
Functional Expertise: Commerical - Finance & Accounting Commerical - Sales
Salary type: Annual
Salary: GBP £35,000.00
Job published: 16/12/2025
Job ID: 76177
Contact name: Sasha Cundick
Contact email: sasha@regionalrecruitment.com

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 whats right, not whats 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.