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Investment Administrator

Up to £24,000
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Investment Administrator – Wetherby

This is your chance to join a dynamic, forward thinking company with a proven track record of investing in and developing its people!

With some of the most modern offices we have seen, this environment defines work life balance and is definitely a quirky environment to work in!


  • Speak to newly registered investors setting them up on the CRM system to effectively receive deals
  • Qualify and sell packaged deals to investors
  • Ensure necessary documentation is in place required to progress a speedy purchase
  • Throughout the sales process maintain ongoing communication with Investors to ensure the sale is progressing
  • Arrange for contracts and other important documents to be signed and returned
  • Update managers and negotiators on the progression of deals
  • Sharing the responsibility of overseeing the sales progression of every property
  • Manage expectations of all clients with regards to viewings, time scales, marketing, and prices
  • Keep in constant contact with all investors to ensure they are provided with an excellent service and maintain the level of interest of each property
  • Adjust agreement and marketing prices with vendors where appropriate to encourage the sale of the properties
  • Maintain relationships with investors to ensure they receive appropriate lists of investment properties available
  • Follow up with potential new clients as and when required
  • Help maintain spreadsheets with new contract and sales information to ensure we can keep a close eye on current pipeline, sales, profits, and timescales
  • Ensure all new instructions are dealt with quickly and efficiently
  • Overall support of the department to ensure all processes are adhered to and the department utilises ALL leads to maximise profit potential
  • In conjunction with the Department Manager attend investor shows and client meetings to attract and maintain investors
  • Create property information forms to send to clients


  • Strong administration skills and the ability to negotiate are essential
  • Ability to build rapport with others in a short period of time, finding common ground and being able to genuinely connect with people
  • Strong communication skills, ensuring everyone is communicated with thoroughly and efficiently throughout all processes
  • Positive mindset and upbeat attitude, bringing value to both clients and the sales team
  • Experience within sales is desirable, however, a positive attitude to picking up the phone and communicating with people is key
  • Competency with numbers, being able to understand prices, yields, and discounts (training for which will be provided as required)
  • A good attitude towards organisation and efficiency
  • Knowledge within the property industry is preferred
  • Ability to work in a fast-paced environment and analyse information and financial figures

On Offer

  • Up to £24k, plus annual performance related bonus (pro-rata first year)
  • On-site gym
  • An additional day’s annual leave will accrue on the anniversary of the employee’s employment up to a max of 25 days (starting on 22 days)
  • Free parking
  • Excellent career prospects and opportunities for progression
  • Staff social events
  • Monday to Thursday, 9am-6pm, Friday 9am-5pm
Matthew Iles
Managing Consultant
07395 274 601
0330 058 1020

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The Ambitious Group

Knaresborough Technology Park,
Manse Lane, Knaresborough,
North Yorkshire, HG5 8LF
Incorporated in England and Wales under number 11070548
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