Associate Consultant Investment jobs

About RWinvest

RWinvest is a leading UK off-plan property investment company, helping clients identify and invest in high-quality buy-to-let opportunities across the UK.

The Role

Due to continued growth, we are launching a new Associate Investment Consultant team. This team will engage our existing investor database, build early-stage relationships, understand client requirements and arrange high-quality screenshare appointments, viewings and consultations for our experienced Investment Consultants.

We are looking for an energetic and supportive Team Leader to manage, coach and motivate a team of four Associate Investment Consultants.

You will ensure the team delivers an excellent first experience for prospective investors while achieving agreed KPIs for activity, conversations, qualification, appointment setting, follow-up and CRM management.

Key responsibilities

• Manage daily team activity and ensure individuals are working effectively through their allocated investor leads and follow-up tasks.
• Hold regular one-to-ones, performance reviews and coaching sessions with each team member.
• Provide practical coaching on communication, rapport building, questioning techniques, objection handling, qualification and appointment setting.
• Review calls, written communications and CRM notes to maintain a consistently high standard of investor engagement.
• Identify performance trends, recognise strong performance and put clear improvement plans in place where required.
• Work closely with Investment Consultants and sales leadership to ensure appointments are appropriately qualified and handovers are clear and professional.
• Lead by example, maintaining high energy, professionalism, organisation and a strong focus on investor experience.

What we are looking for

• Previous experience managing, supervising or coaching a small team in a target-driven environment.

• 
  Comfortable working with KPIs, performance data, activity reports and CRM systems.
• Excellent communication skills, with the confidence to give constructive feedback and hold honest performance conversations.
• Highly organised, proactive and able to manage competing priorities.
• A positive, energetic and resilient leadership style.
• Able to create a supportive but accountable culture, where people understand their targets and feel motivated to achieve them.
• Experience in a contact centre, sales support, appointment-setting, lead-generation, customer service, recruitment, estate agency, financial services, automotive or another performance-led environment would be beneficial.

What we offer

• Competitive salary plus an attractive performance-related bonus.
• The opportunity to build, shape and lead a newly created team.
• Full training on RWinvest, off-plan property investment, the investor journey and internal systems.
• Ongoing support from an experienced sales leadership team.
• If you are a motivating people manager who enjoys developing talent, improving performance and leading a high- energy team, apply today to join RWinvest as an Associate Investment Consultant Team Leader.