Associate

Job Purpose

RICS Registered Valuer with a minimum of 3 years experience at Associate level to undertake Red Book valuations for various purposes including secured lending.

To undertake rent reviews and lease renewals on commercial properties including offices, industrial and retail.

The employee will be an important part of the Professional Team which comprises other Chartered Surveyors and Graduates with specialist knowledge in the following disciplines:

Valuation, Lease Advisory, Rating and Leasehold Enfranchisement.

Role Dimensions

Financial data (budgets etc)

Each fee earning member of staff has an annual financial target which would be set based on the employee’s experience and ability.

Total number of employees for whom you have line responsibility

None initially, however there are junior members of the team who learn by way of shadowing senior members.

As part of the Professional team, you will play your part in mentoring the junior members of staff, helping with their preparation for the APC and assisting them as they develop into Chartered Surveyors.

Other data

Working as part of the Professional team and supported by the Division as a whole, the role is to undertake existing instructions, maintain existing Client relationships by keeping them informed of the progress of their reports and develop new business.

The majority of work will involve property situated in South-West London. In some cases, it is necessary to travel outside this geographical area, for example as part of a portfolio valuation.

Business generation and client facing business activity is a requirement and necessary for promotion opportunities. Cross-selling will also be rewarded.

Opportunities arise from time to time to take on extra responsibility in certain areas ancillary to our core business e.g. APC / Graduate Counsellor, Sustainability Team, Complaints Handling, Anti Money Laundering, IT Committee etc.

Key responsibilities

Client Management is a key component of this role. It is imperative that both existing clients and potential clients are provided with a prompt and professional service which promotes the Department, Division and ultimately the Firm. Keeping clients abreast of inspection dates and progress of their reports are core components of this position.

Responsible for Fee and Cost Management quoting for work and ensuring that all fees and other costs are monitored and processed in a timely way so that income and profit targets are met. As a fee earner, to prepare invoices and liaise with Clients and Accounts to ensure bad debts are kept to a minimum.

Business Generation for the Department and firm as a whole which involves social interaction with potential clients, Bank managers, solicitors, accountants etc. The firm also holds numerous social events during the year where you are asked to invite some of you own Clients and host them on the day.

Professional and Personal Development to identify and address the relevant development requirements for the job; and ensuring that the appropriate skills and technical knowledge are evident.

Compliance and administration to maintain all the relevant professional and in-house procedures and standards, so ensuring good practice and consistency for the department and Company is achieved.

Knowledge of changes and developments in professional and ancillary areas and to take steps to expand knowledge of the same.

Communications & working relationships

Internal

• Line manager – for support and to monitor progress
• Departmental colleagues – to support each other and to ensure efficient service
• Other department representatives – to develop cross-servicing opportunities

External

• Clients – to keep advised of progress, to advise and to take instructions
• Professional bodies – to maintain and develop knowledge
• Other agents/professionals – comparables, market knowledge and negotiation

Key performance indicators

Financial – e.g. income, profit margins, debtor days, billing times

• Service standards – e.g. up to date knowledge of client needs
• Departmental targeted income

Compliance and Administration

Evidence of following the administrative procedures that may include:

• Debtor days/billing times
• 100% reports in standard format
• 100% compliance of QA & Company standards
• Accounts submission on timely basis (timescale – to be agreed)

Personal Development

Development plan in place

• Evidence of behaviours as described in Section 7
• Attendance at courses relevant for RICS CPD
• Any additional training deemed necessary
• Assist in the training of OTA / junior staff members as required

Person specification

Knowledge, skills and experience required:

Qualifications

MRICS, RICS Registered Valuer with minimum 3 years PQE experience is essential

Knowledge

• Chartered Surveyor with relevant experience of Valuation is essential.
• Able to demonstrate an up to date knowledge of professional matters such as the Red Book is essential
• Previous experience of independently undertaking rent reviews and lease renewals is essential.
• Able to demonstrate knowledge of potential new markets appropriate to their region / town (desirable)
• Able to demonstrate knowledge of current legislation that affects the building, development, marketing and letting of commercial space(desirable)
• IT literate, with an ability to use IT as tool to support work, through effective use of databases, websites, in-house templates is essential.

Experience

• Able to demonstrate ability to develop the skills necessary to generate new clients and jobs (desirable)
• Experience of the relevant commercial markets (desirable)

Skills

• Ability to solve problems effectively and creatively.
• Time management able to organise and manage time effectively.
• Report / letter writing to produce readable grammatically correct written reports and letters which are clear, logical and persuasive.

Behaviours

• Influencing clients and applicants to achieve positive outcomes in relation to proposals and working relationships.
• Persuasiveness to understand the needs of the client / audience and respond accordingly by modifying or changing the communication style accordingly (written or verbal)
• Initiate action to recognises, creates and seizes opportunities to implement plans and ideas to achieve business objectives.
• Tenacity to demonstrates perseverance over a period of time to achieve objectives, irrespective of obstacles.
• Attention to detail and accuracy ensures that activities and task are handled correctly and completed on time.
• Adapting to change ability to respond constructively, enthusiastically and flexibly to changes in team, market and work.
• When undertaking site visits these might not be accessible via public transport and therefore access to transport will be required.

SHW is committed to encouraging respect, diversity and inclusion among our workforce and eliminating discrimination. The aim is for our workforce to be representative of all sections of society, and for each employee and client to feel respected in an equitable environment.

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