Senior Investment Specialist

3 weeks ago


Leeds, United Kingdom Harte Consulting Ltd Full time
Unlock Your Potential as a Senior Investment Consultant

Harte Recruitment is proud to present a unique opportunity for exceptional professionals to join a trailblazing property agency that is revolutionizing the real estate landscape nationwide. With over 20 years of combined expertise, this Leeds-based company is a major player in the Off-Plan market, setting new standards with their unique, tailored property experiences and award-winning service.

As a Senior Investment Consultant, you will thrive in a dynamic, fast-paced environment where your resilience and target-driven mindset will be key to closing high-value deals and driving the company's rapid growth. You will report directly to the Associate Sales Director, playing a crucial role in both securing significant transactions and mentoring team members through complex deals.

This forward-thinking company offers a vibrant, inclusive work culture, top-notch leads, and advanced digital marketing, all backed by a market-leading CRM. The package includes:

  • Up to £30,000 basic salary per annum + OTE (uncapped)
  • Earn up to £100k OTE in your first year and up to £300k in your third year
  • Flexible working hours, including Monday to Thursday, 09:00-18:00, and Friday, 09:00-17:00
  • Optional weekends working from home
  • Half day on the 1st Friday of the month; Pizza Fridays on the 3rd
  • Milestone and anniversary celebrations, plus regular company socials
  • Weekly Pilates and Boxercise classes
  • Learning and development opportunities
  • Perkbox and Cycle2Work schemes being introduced
  • Modern offices with a focus on culture and autonomy

The Investment Sales Consultant Role:

  • Engage potential investors through calls, emails, and virtual meetings
  • Build rapport, understand investment goals, and provide strategic advice
  • Guide clients on off-plan property investments, payment structures, and market trends
  • Present investment opportunities, address inquiries, and negotiate deals
  • Oversee transaction processes and conduct site visits for clients
  • Maintain accurate CRM records and collaborate with internal teams (Aftersales, Brokers, Solicitors) to enhance client experience
  • Proactively engage with potential investors, respond promptly to warm leads, and offer tailored recommendations

The Person:

  • Proven sales or client-facing success (within the real estate sector is highly desirable)
  • Strong consultative selling skills, experience in target-driven roles, and interest in property investment
  • Resilient, with excellent communication and interpersonal skills
  • Able to work independently and thrive in a fast-paced environment
  • Proficient in platforms like Salesforce and Dropbox

Harte Consulting Ltd is a company that values its employees and offers a unique opportunity for growth and development. If you are a motivated and results-driven professional looking to take your career to the next level, apply now to join our team of exceptional professionals.



  • Leeds, Leeds, United Kingdom Border to Coast Full time

    Senior Role - Apply Now! Are you a seasoned professional looking for a new challenge? Do you have extensive experience in portfolio risk management and responsible investment? If so, we would like to hear from you! As a Portfolio Risk and Responsible Investment Specialist at Border to Coast, you will play a key role in maintaining and developing our...


  • Leeds, Leeds, United Kingdom Michael Page (UK) Full time

    About Our ClientMichael Page (UK)Job DescriptionSenior Analysis AnalystPrivate Equity Investment OpportunitiesWe are seeking a highly skilled Senior Analysis Analyst to join our Private Equity team. As a Senior Analysis Analyst, you will be responsible for conducting financial analysis, due diligence, and preparing investment materials for private equity...


  • Leeds, Leeds, United Kingdom Border to Coast Full time

    Border to Coast Pensions Partnership is seeking a skilled Asset Investment Specialist to join our award-winning team. As a key member of our Responsible Investment team, you will play a crucial role in supporting the implementation of our Responsible Investment strategy and objectives.About the RoleYou will assist in the delivery of our Responsible...


  • Leeds, Leeds, United Kingdom BLUE OCTOPUS RECRUITMENT LTD Full time

    Job SummaryWe are seeking a highly skilled Investment Support Specialist to join our team. As a key member of our investment team, you will play a critical role in supporting investment decision making and portfolio construction. Your expertise in data analysis and research will be essential in identifying risks and opportunities across our investment...


  • Leeds, Leeds, United Kingdom fish4.co - Jobboard Full time

    About the RoleWe are seeking a highly skilled Investment Support Specialist to join our team. As a key member of our investment team, you will play a critical role in supporting investment decision making and portfolio construction.Your primary responsibilities will include:Monitoring and analyzing investment portfolios to identify potential risks and...


  • Leeds, Leeds, United Kingdom Harte Consulting Full time

    Unlock Your Potential in a Thriving Property AgencyHarte Recruitment is proud to present exceptional opportunities for both Senior Investment Consultants and Investment Consultants at a trailblazing property agency that is redefining the real estate landscape nationwide.With over 20 years of combined expertise, this Leeds-based company is not just a major...


  • Leeds, Leeds, United Kingdom Harte Consulting Ltd Full time

    Job OverviewHarte Recruitment is proud to present exceptional opportunities for Senior Investment Consultants and Investment Consultants at a trailblazing property agency that is redefining the real estate landscape nationwide.With over 20 years of combined expertise, this Leeds-based company is not just a major player in the Off-Plan market but a...


  • Leeds, Leeds, United Kingdom Regal Brooke Limited Full time

    We are Regal Brooke Limited, a leading financial services firm specialising in equity analysis and investment strategies. Our commitment to excellence, innovation, and cultivating talent drives our success. As an Equity Analysis Specialist, you will join our dynamic team, working alongside seasoned professionals to analyse and make informed investment...


  • Leeds, United Kingdom GB035 Mercer (UK) Limited Full time

    Description: Investment Content and Performance Specialist - London / Liverpool Mercer’s Delegated Investment Solutions is looking to enhance its International Client Content and Performance Delivery Group with the addition of an experienced investment performance and reporting professional. The preferable location for the role holder is...


  • Leeds, Leeds, United Kingdom Avison Young Full time

    About the RoleAvison Young is seeking a highly skilled and ambitious investment Surveyor / Senior Surveyor or Associate to join our dynamic team. As a key member of our Investment team, you will provide advice to clients on property investments, preparing sales particulars and negotiation of disposals.ResponsibilitiesAs a professional in the transactional...


  • Leeds, Leeds, United Kingdom Blue Octopus Recruitment Ltd Full time

    About the RoleWe are seeking a highly skilled Strategic Alternatives Investment Specialist to join our award-winning team. As a key member of our Investment Team, you will play a vital role in supporting our internal Portfolio Managers in creating high-quality investment research.Job DescriptionConducting Fundamental Research: You will conduct detailed...


  • Leeds, Leeds, United Kingdom Michael Page (UK) Full time

    About Our ClientWest end based Private Equity firm.Job DescriptionSkillful Senior Analyst - Private EquityWe are seeking a skilled Senior Analyst to join our team in private equity co-investments and direct investments, including sourcing, assessing, executing, and managing portfolios.Key responsibilities include conducting financial analysis, due diligence,...


  • Leeds, United Kingdom NJR Recruitment Full time

    NJR Recruitment is pleased to be partnering with one of the UK's leading Investment Management firms to find an experienced Senior Investment Management Professional to join their team.This is a fantastic opportunity for a skilled professional to focus on process improvement and develop best practices within the firm.What's in it for you?Competitive Salary25...


  • Leeds, Leeds, United Kingdom NJR Recruitment Careers Full time

    NJR Recruitment Careers is seeking a highly skilled Senior Investment Management Project Coordinator to join their team. This role focuses on process improvement and developing practices, making it an excellent opportunity for an experienced investments professional with a keen eye for detail. Key Benefits:Competitive SalaryGenerous Holiday EntitlementHybrid...


  • Leeds, Leeds, United Kingdom Border To Coast Pensions Partnership Full time

    Job Title: Senior Investment Manager - Real Estate and InfrastructureAbout the Role:We are seeking an experienced Senior Investment Manager to lead the development and implementation of our UK Opportunities portfolio.Key Responsibilities:- Prepare and maintain extensive due diligence reports- Evaluate new investment opportunities and manage a...


  • Leeds, United Kingdom Meraki Full time

    **Investment Administrator** Competitive Salary Permanent Leeds Meraki Talent is currently working with a leading financial services firm looking to hire an Investment Administrator to join the collaborative Leeds-based team. This is an excellent opportunity to join a well-established business offering excellent onward progression opportunities. This is a...


  • Leeds, United Kingdom Auxeris Ltd Full time

    **Energy and Infrastructure Investment Associate/ Partner** We are seeking a specialist Energy professional to join our client’s Infrastructure, Investment and Energy team as an Associate or Partner, to provide Investment and Energy services. Due to high demand our client is experiencing high growth. The right person will joining an award winning highly...


  • Leeds, Leeds, United Kingdom oilandgas Full time

    Job Title: Investment Portfolio Specialist - EnergyLocation: Leeds, UKEstimated Salary: £50,000 - £65,000 per annumAbout the CompanyOur client is a leading energy company operating in the UK market for over 20 years. With a team of 1,200 colleagues, we provide decarbonisation solutions for regional authorities, companies, and individuals. We're united by a...


  • Leeds, Leeds, United Kingdom Border to Coast Full time

    About the RoleWe are seeking a highly skilled Responsible Investment Analyst to join our award-winning team at Border to Coast. As a key member of our team, you will play a crucial role in supporting the implementation of our Responsible Investment approach and helping to turn our strategy and policies into reality.Key ResponsibilitiesAssist the team in...


  • Leeds, Leeds, United Kingdom Hays Senior Finance Full time

    Job OverviewHays Senior Finance is seeking an experienced Interim Finance Manager/Management Accountant to join their dynamic team in Leeds. This role is pivotal in ensuring the financial health and compliance of a key division of the organisation.About the RoleThe successful candidate will be responsible for preparing 5-year financial plans, quarterly...