Investor Liaison

1 month ago


UK, UK, United Kingdom Think Property Finance Full time

Job Summary

To provide an excellent investor experience and increasing available funds through high re-investment rates, investors scaling up and successfully onboarding new investors


Key Objectives

1) Shape and deliver an excellent experience for all investors encouraging them to re-invest, scale up and refer new investors

2) Excellent administrative skills to maintain smooth and fast re-investment process and underpin business operations

3) Onboard new investors through pro-active sales follow-up and expanding Think Property Finance’s contacts through network of referrers, networking events and trade shows


Person Specification

  • Engaging personality and professionalism to build relationships with investors
  • Financial literacy and strong admin skills to drive ongoing investor documentation process
  • Ownership and high level of detail to manage investment process independently
  • Proactive to both create new leads and maximize existing contacts and opportunities
  • Has a growth mindset, enthusiastic to grow the business and is solution focused
  • Outgoing, confident, ability to draw people in and showcase Think Property Finance well
  • Focused and driven to both meet and exceed objectives


Roles & Responsibilities

  • Refine and manage investor experience and facilitate re-investment process
  • Ensure cleared funds available to invest in line with cash requirements
  • Manage investor relationships to encourage re-investment and facilitate them scaling up
  • Timely preparation of investor loan and investor redemption documentation
  • Ensure investors loan documentation kept up to date
  • Manage CRM system with up-to-date information and monthly reporting
  • Prepare and manage monthly marketing email
  • Manage onboarding process for new investors (AML / KYC Checks)
  • Increase HNW funding by £100k per month (through existing and potential new contacts)
  • Add 10 new contacts per month through targeted networking events
  • Follow-up calls and emails with investors and new contacts
  • Co-ordinate Think exhibitions at trade shows
  • Provide wider support to team members as required
  • Support Finance Director with fundraising efforts as required
  • Report to Finance Director with strategic weekly, monthly and quarterly goals


We invite passionate candidates who are enthusiastic about investor relations and have a strong administrative skillset to apply for this exciting opportunity within our organisation.



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