Investment Advisor

Investment Advisor

Full-Time 43200 - 72000 £ / year (est.) No home office possible
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The Prestbury Advisory

At a Glance

  • Tasks: Engage with investors, guide them through the investment process, and present tailored opportunities.
  • Company: Join The Prestbury Advisory, an award-winning property consultancy in Altrincham, Manchester.
  • Benefits: Enjoy a competitive salary, flexible work-life balance, and professional development opportunities.
  • Why this job: Be part of a dynamic team, grow your career, and make a real impact in property investment.
  • Qualifications: 3+ years in consultative sales; strong understanding of property and finance required.
  • Other info: Fast growth trajectory with market-leading commission and bonus structure.

The predicted salary is between 43200 - 72000 £ per year.

The Prestbury Advisory is an award-winning property investment consultancy, located in Altrincham, Greater Manchester. We serve a wide array of clients, from first-time investors to seasoned professionals, all of whom are looking for a tailored solution to understanding and investing in UK Property.

Our goal is to be clear, accurate and reliable to ensure our clients are making informed decisions. This is why we take the time to get to know our clients and their objectives so that we can offer tailored investment solutions to meet their needs.

Today, we serve a community of over 37,000 investors from 30+ countries, leveraging our deep market expertise & exclusive relationships to present bespoke opportunities that deliver value. Whether clients want to learn more about the industry, are first-time investors or are seasoned professionals/institutional investors we are well placed to assist.

Our insights are real-time and our investments are exclusive.

The Role.

As an Investment Advisor, you will be the first point of contract for our investor community, advising them on our latest investment opportunities & give real-time insights of the UK property market.

We’re growing and need passionate, diligent individuals to join our dynamic and hard-working investment team. Due to growing client demand and ongoing success, a fantastic opportunity has arisen for a driven and ambitious individual to join our dedicated sales team as a Property Investment Advisor, with experience of consultative sales essential and industry knowledge preferable.

You will be offered a fast growth trajectory and a market leading commission and bonus structure, with options to develop your skills across the different departments as we grow. We believe in investing in talent and bringing target-driven individuals with us on our journey, so this is a perfect position for a hungry and ambitious applicant who wants to grow with us.

Key Responsibilities:

• Engage new and existing investors to understand their investment goals

• Guide your clients’ throughout the investment process, presenting them with suitable investment opportunities from within our portfolio

• Provide unbiased representation to clients

• Manage clients directly through the CRM software

• Articulate the value proposition of different investment opportunities, addressing client enquiries and objections effectively

• Actively work to promote The Prestbury Advisory within the region, national and international markets

• Work with other departments of the business, as well as third party partners to ensure a smooth transaction for the client

Qualifications/Experience:

• 3+ years experience in a consultative sales role

• Resilient, self-motivated, driven and energetic

• Advanced appreciation and understanding of property, economics, finance & mathematics

• Professional, pleasant and engaging manner

• Efficient, proactive and flexible in terms of workload

What we offer:

• Competitive base salary with £102,000 OTE

• Opportunities for professional development and growth

• A collaborative and supportive work environment

• Flexibility and a healthy work/life balance

• Accelerated bonus scheme

• Paid business travel and expenses

• 25 days annual leave

Location.

Altrincham, Manchester.

Full-time, permanent.

Take a look at their experience in working with us…

We would love to hear from you…

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Investment Advisor employer: The Prestbury Advisory

The Prestbury Advisory is an exceptional employer, offering a dynamic and supportive work environment in Altrincham, Greater Manchester. With a strong focus on professional development and a competitive commission structure, we empower our Investment Advisors to thrive while providing tailored solutions to our diverse client base. Join us to be part of a growing team that values ambition, collaboration, and a healthy work-life balance.
The Prestbury Advisory

Contact Detail:

The Prestbury Advisory Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Investment Advisor

✨Tip Number 1

Familiarise yourself with the UK property market and current trends. Being knowledgeable about recent developments will not only help you in interviews but also demonstrate your genuine interest in the role.

✨Tip Number 2

Network with professionals in the property investment sector. Attend industry events or join relevant online forums to connect with potential colleagues and gain insights that could set you apart during the hiring process.

✨Tip Number 3

Prepare to discuss your consultative sales experience in detail. Think of specific examples where you've successfully guided clients through a decision-making process, as this is crucial for the Investment Advisor role.

✨Tip Number 4

Showcase your passion for helping clients achieve their investment goals. Be ready to articulate how you would approach understanding client needs and providing tailored solutions, which aligns perfectly with The Prestbury Advisory's mission.

We think you need these skills to ace Investment Advisor

Consultative Sales Experience
Client Relationship Management
Market Analysis
Property Investment Knowledge
Financial Acumen
Communication Skills
Negotiation Skills
Problem-Solving Skills
Resilience and Self-Motivation
Attention to Detail
Presentation Skills
Networking Abilities
Adaptability
Time Management

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities of an Investment Advisor at The Prestbury Advisory. Familiarise yourself with their approach to client engagement and investment solutions.

Tailor Your CV: Highlight your relevant experience in consultative sales and any knowledge of property investment. Use specific examples that demonstrate your ability to engage clients and provide tailored solutions.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for property investment and your understanding of the UK market. Mention how your skills align with the company's goals and how you can contribute to their success.

Showcase Your Soft Skills: In your application, emphasise your resilience, self-motivation, and ability to work collaboratively. These traits are essential for the dynamic environment at The Prestbury Advisory.

How to prepare for a job interview at The Prestbury Advisory

✨Know Your Market

Familiarise yourself with the current trends in the UK property market. Be prepared to discuss recent developments, investment opportunities, and how they align with the needs of different types of investors.

✨Demonstrate Consultative Sales Skills

Showcase your experience in consultative sales by preparing examples of how you've successfully engaged clients in the past. Highlight your ability to understand their goals and provide tailored solutions.

✨Articulate Value Propositions

Practice explaining the value propositions of various investment opportunities clearly and concisely. Be ready to address potential client objections and demonstrate how you can guide them through the investment process.

✨Engage with Enthusiasm

Exude passion and energy during the interview. The role requires a driven individual, so convey your enthusiasm for property investment and your desire to help clients achieve their financial goals.

Investment Advisor
The Prestbury Advisory
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