Associate Investment Consultant
Listing ref b6d37b2282
- WhereLiverpool
- Posted13 August 2026
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 creating a new team of Associate Investment Consultants to engage our existing investor database, understand client requirements and introduce qualified, interested investors to our experienced Investment Consultants. This is an exciting opportunity for someone with strong telephone-based sales, lead-generation, customer engagement or appointment-setting experience who enjoys building rapport and creating opportunities. You will be confident, energetic and commercially aware, with the ability to ask the right questions, understand a client’s motivations and create interest in taking the next step.
Key responsibilities
· Contact prospective investors by telephone, email and approved communication channels.
· Deliver a clear, engaging introduction to RWinvest and off-plan property investment.
· Build rapport quickly and provide a professional, positive first experience.
· Ask effective questions to understand investment goals, budget, timescales, preferred locations and funding position.
· Identify suitable, motivated investors and secure quality screenshare appointments, viewings or consultations.
· Manage follow-up activity and re-engage investors who are not yet ready to book.
· Keep CRM records accurate, including call outcomes, client details and next actions.
· Handle initial objections confidently and professionally
Applications open on RWinvest's own careers site.
