Investment Consultant

Title: Investment Consultant | OTE range £50K - £80K | Financial Services | Godstone - Surrey

Industry: Sales

Role/Sector: Sales   |   Finance   |   Account management   |   Business development

Location: South London

Placement: Graduate job (permanent)

Salary: £35,000 (per annum)

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Information on the company

This company is part of the world’s first car leasing company funded by people for people established in 2012 as a unique business model. Our client bridges the gap in the market and provides investors with a way to fund brand new vehicles. For the car driver it means that they can lease a brand new car with a full manufacturer’s warranty, a service plan and breakdown cover for one affordable fixed monthly payment.


Unique opportunity to join a successful sales team as an Investment Consultant - looking for ambitious, goal driven and money motivated people with a minimum of 24 months + experience within sales.

You will be based in Godstone Surrey.

You will work alongside experienced investment consultants as well as the founders and directors of the company to develop your sales skills to become a top performing and successful consultant for yourself and the company.

Head office based in Godstone, Surrey but please note- this role requires nationwide travelling in the UK.

Key Responsibilities:

  • Generating new business clients for the company.
  • Presenting the business nationwide in one to one or group settings.
  • Building external stakeholder relationships example Accountants, IFA’s etc.
  • Business Development
  • Prospecting a mixture of old and inbound data.
  • Attending training sessions
  • Collate new client information e.g. personal details, stock history, bank details etc
  • Write valuation reviews, client meeting notes and keep general correspondence up to date
  • Keep KYC details up to date
  • Research and produce answers to client queries
  • Check monthly / quarterly statements
  • Process client orders through STP

Key Requirements:

  • Degree level min 2:1 from a recognised University in the UK.
  • 24 months + experience within sales preferably financial or other intangibles.
  • Strong verbal and written communication skills
  • Strong presentation skills
  • Persistent in servicing leads
  • Closing experience
  • Ensure that all interactions with clients and third parties are conducted in an open and transparent manner
  • Be able to deliver excellent service –The company is 5 Star rated on Trust Pilot.
  • Personal Leadership & Teamwork
  • Embrace Change

Salary Structure:

  • Year 1 OTE - £45K
  • Year 2 OTE - £80K
  • Year 3 OTE - £100K+

The ideal candidate will want to take an active approach in progressing within their sales career. Full support and training will be given.

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