Account Manager / Investment Consultant

Account Manager / Investment Consultant

Contract Type:

Contractor

Location:

London

Industry:

Sales

Contact Name:

Jamie-Lee Moment

Contact Email:

jamieleem@weareaspire.com

Contact Phone:

+447418357814

Date Published:

01-Jun-2026

Account Manager / Investment Consultant

📍 London
💷 Salary: £27,000 basic + uncapped commission
💰 OTE: £45,000 – £50,000+
🕙 Hours: Monday to Friday, 10:00am – 6:00pm (subject to business needs)
🌴 Holiday: 28 Days Annual Leave

About the Role

We are looking for individuals to join a sales team as an Account Manager within the investment sector.

This is a sales role focused on new business development, client contact, and maintaining relationships with prospective investors. The role involves speaking with clients by phone, presenting information about investment opportunities, and managing ongoing communication.

Key Responsibilities

  • Contact prospective clients via telephone and other communication channels
  • Build and maintain relationships with potential investors
  • Present investment opportunities in a clear and professional manner
  • Work towards individual sales targets
  • Keep accurate records of client activity and pipeline updates
  • Follow compliance and regulatory requirements in all communication
  • Develop knowledge of products and the market
  • Handle client questions and objections
  • Work with the wider sales team

Requirements

  • Previous experience in sales, telesales, account management, or business development preferred
  • Good communication and interpersonal skills
  • Target-focused approach to work
  • Ability to remain composed under pressure
  • Comfortable working in a fast-paced environment
  • Ability to build rapport with clients
  • Good organisational skills
  • Financial services or investment experience is beneficial but not required

What’s On Offer

  • Uncapped commission structure
  • Realistic OTE of £45,000 – £50,000+
  • Monday to Friday working schedule
  • 28 days annual leave
  • Training provided
  • Opportunities for progression within the business structure

Additional Information

This role involves a strong focus on sales activity and client communication within the investment sector. A professional approach and adherence to compliance standards are required.

We Are Aspire Ltd are a Disability Confident Committed employer

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