Financial consultant Work, Jobs in Poole (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
3d
Patient Administrator
Circle Health Group —Dorchester
- £26,576.61 a year
- Part-time
- Hospital
- Employee discount
- Life insurance
Business Development Consultant (Payments)
Teya —Bournemouth
- From £7,800 a month
- Full-time
- Sales
Legal Cashier - Woodstock Legal Services
Lawhive —Poole
- Full-time
- Hybrid work
- IT
- In-person
- Communication skills
- Annual leave
8d
Outbound Telesales Executive
The Soluxe Group Limited —Bournemouth
- £400 - £1,000 a week
- Full-time
- Salesforce
- Organisational skills
- In-person
Quick apply
Construction Management Team Lead
JPMorganChase —Bournemouth
- Full-time
- Management
- Continuous improvement
- Travel
Highways Structures Team Leader
BCP Council —Bournemouth
- From £53,460 a year
- Engineering
- Travel
- Construction experience
- Annual leave
Head of Lawyer Support
Lawhive —Poole
- Full-time
- Hybrid work
- IT
- Annual leave
Accounts Assistant
RWB Tax Consultants Ltd —Weymouth
- £25,000 - £32,000 a year
- Full-time
- QuickBooks
- In-person
- Communication skills
- Free parking
Quick apply
7d
Band 6 Discharge and Flow Clinician (Salisbury)
HCRG Care Group —Salisbury
- £39,959 - £48,117 a year
- Weekend availability
- Hospital
- Discharge planning
- Care plans
- Employee discount
Quick apply
4d
Highways Structures Senior Engineer
BCP Council —Bournemouth
- £48,266 a year
- Engineering
- Project management
- Quality control
- Annual leave
11d
Retail Sales Assistant- Part Time
Sofology —Poole
- £12.71 - £20.79 an hour
- Part-time
- Sales
- Employee assistance programme
- Employee discount
Quick apply
Funeral & Memorial Consultant
Southern Coop —Freshwater
- £13.40 an hour
- Part-time
- Microsoft Office
- Administrative experience
- Travel
- Employee assistance programme
- Employee discount
Showroom Sales Manager
Bathroom Showroom —Christchurch
- Full-time
- Sales
- CAD
- Annual leave
- Employee assistance programme
Inside Sales Representative Hospitality UK & Ireland
Dometic —Blandford Forum
- £27,000 - £32,000 a year
- Full-time
- Hospitality
- Sales
- Customer service
- Free parking
- Employee discount
Quick apply
11d
Bank Health Centre Nurse
Port Regis School —Shaftesbury
- Part-time
- Organisational skills
- IT
- In-person
- Free parking
Quick apply
4d

I want to receive the latest job alerts for financial consultant in poole

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Investment Consultant

Taurean Estates
Dorchester

Quick apply

Job details

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

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

Refine Your Search

financial consultant jobs in poole

Investment Consultant

Patient Administrator

Business Development Consultant (Payments)

Legal Cashier - Woodstock Legal Services

Outbound Telesales Executive

Construction Management Team Lead

Highways Structures Team Leader

Head of Lawyer Support

Accounts Assistant

Band 6 Discharge and Flow Clinician (Salisbury)

Highways Structures Senior Engineer

Retail Sales Assistant- Part Time

Funeral & Memorial Consultant

Showroom Sales Manager

Inside Sales Representative Hospitality UK & Ireland

Bank Health Centre Nurse

I want to receive the latest job alerts for financial consultant in poole

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected