Investment consultant Work, Jobs in Martock, Som (with Salaries)

Investment Consultant
Taurean Estates —Dorchester
- From £35,000 a year
- Part-time
- Hybrid work
- CRM software
- Sales
- Organisational skills
- Work from home
- Employee discount
Quick apply
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Somerset NHS Foundation Trust —Taunton
- £109,725 - £145,478 a year
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Somerset NHS Foundation Trust —Yeovil
- £113,565 - £150,569 a year
- Weekend availability
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- Annual leave
- Employee discount
Data and Template Consultant
SYNERTEC LTD —Wellington
- £27,976.08 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Computer literacy
- Employee assistance programme
- Employee discount
Quick apply
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Investment Consultant

Taurean Estates
Dorchester

Quick apply

Job details

Part-time | Full-time
From £35,000 a year

Benefits

Casual dress
Employee mentoring programme
Work from home
Employee discount
Referral programme

Qualifications

CRM software
Financial planning
Sales
Organisational skills
Financial services
Communication skills

Full job description

Investment Consultant – Taurean EstatesJob Overview

Taurean Estates is seeking a motivated and professional Investment Consultant to join our growing team. Specialising in off-plan property investments and portfolio building, you'll work with clients looking to grow their wealth through carefully selected UK and international property opportunities.

This is a consultative sales role where you'll guide clients through the investment process, understand their goals, and recommend opportunities that align with their objectives. Whether you're an experienced property consultant or looking to develop a career in property investment, this is an exciting opportunity to join a fast-growing business with excellent earning potential and career progression.

Key Responsibilities

Build relationships with new and existing investors through telephone, video, and face-to-face consultations.
Understand clients' investment goals, budgets, and long-term objectives.
Present exclusive off-plan property investment opportunities and explain their potential benefits.
Guide clients through the purchasing journey from initial enquiry through to reservation and completion.
Help clients build and expand property portfolios with tailored investment strategies.
Maintain regular contact with investors, providing market updates and identifying future investment opportunities.
Work closely with developers, solicitors, mortgage brokers, and other partners to ensure a smooth customer experience.
Maintain accurate records of client interactions using the company CRM.
Stay up to date with UK and international property markets, investment trends, and new developments.
Consistently achieve and exceed sales and client satisfaction targets.

Skills & Experience

A passion for property investment and helping clients build long-term wealth.
Excellent communication and relationship-building skills.
A consultative approach with the ability to understand clients' needs and provide suitable recommendations.
Strong organisational skills and attention to detail.
Self-motivated with the ability to work independently and as part of a team.
Previous experience in property, investment, estate agency, sales, or financial services is desirable but not essential.
Experience using CRM systems is advantageous.

What We Offer

High-quality investor leads.
Ongoing training and professional development.
Clear career progression within a growing property investment company.
A supportive and ambitious team environment.
The opportunity to help clients build successful property portfolios while developing your own rewarding career.

Pay: From £35,000.00 per year

Benefits:

Casual dress
Employee discount
Employee mentoring programme
Referral programme
Work from home

Work Location: Hybrid remote in Dorchester DT1 2AT

Quick apply

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