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Posted

Senior/Associate Management Surveyor

Birmingham, £40,000–£55,000 plus £6,000 car allowance, bens & bonus

Role Purpose

Managing your own workload and that of your direct reports to deliver all property management activity, as listed in the key responsibilities below. This is both a commercial property management and a people management role, reporting to a Director and the client’s senior leadership team.

Key Responsibilities

  • Manage the transition of clients/properties in and out of CBRE management
  • Compliance relating to sites under their control, taking action or escalating any issues relating to non-compliance
  • Carry out property inspections
  • Ensuring that all necessary insurance valuations are undertaken, providing accurate insurance data to brokers for renewal and ensuring that all insurance premiums are recharged to tenants
  • Taking the appropriate action in response to any legal notice received in relation to a managed property
  • Preparing data for client meetings in conjunction with their line manager
  • Attending client meetings, ensure recording of minutes and carrying out of actions arising
  • Ensure rent demands are raised accurately and on time
  • Ensure credit control targets are met for rent and service charge collections
  • Ensure client reports are prepared to the correct specifications and issued to clients in accordance with agreed timescales, subject to approval by line manager
  • Ensure all tenant application fee invoices are raised and paid promptly
  • Review and obtain approval of service charge budgets, alongside on-site facilities teams
  • Review service charge cash flows and budgets monthly/quarterly subject to client requirements
  • Approve service charge year end reconciliations in accordance with RICS guidelines / client instruction
  • Identify and progress opportunities for cross-selling activities
  • Arranging and chairing occupier meetings and occupier liaison meetings on a regular basis
  • Ensure recording of minutes of occupier meetings and 1-2-1 meetings are completed within 5 working days and carrying out all actions arising
  • Take appropriate action for all forthcoming diary / lease events
  • Identify opportunities for providing additional services to clients and put proposals to line manager
  • Review tenant applications and prepare client recommendations for approval by line manager
  • Be fully conversant with, and adhere to, the rules and procedures contained in the Company’s FCA Insurance Business Compliance Manual
  • Explore opportunities for new business generation and be an effective presenter

Person Specification/Requirements

  • Preferably RICS qualified
  • Experienced in people management
  • Constantly updating knowledge of legislation relating to property management, in order to manage the portfolio effectively and to make recommendations to the client
  • Able to build and maintain colleague and client relationships
  • Understand and grow knowledge of a client’s investment objectives
  • Able to recognise opportunities for selling additional services to clients
  • Able to build and maintain tenant / customer relationships
  • Understand the principles of lease structure and be able to read and understand a lease
  • Understand the principles of turnover rent and able to read and understand a turnover rent clauses
  • Be able to apply legal principles of tenant applications for consent and the processes to be followed
  • Apply the principles of service charge management to ensure compliance with all regulatory and procedural requirements including the terms of the lease
  • Understand VAT, banking and credit control methods
  • Understand and apply all CBRE procedures relating to work activities
  • Able to use IT software such as Word, Excel and other databases
  • Understand and use industry / CBRE specific IT applications
  • Able to contribute to team and department business plans
  • Able to delegate, supervise and develop junior team members
  • Able to work as part of a team, supporting other team members and recognising the work of others
  • Build and maintain relationships with other parts of the wider CBRE service lines
  • Excellent interpersonal skills
  • Ability to prioritise and co-ordinate tasks efficiently ensuring all deadlines are met
  • Maintains a positive attitude towards routine tasks and workload
  • Accurate and exceptional attention to detail
  • Pro-active and enjoys working autonomously and as part of a wider team
  • Confident and assertive where required
  • Sociable and outgoing
  • Flexible approach to work
  • Understands and appreciates the importance of using discretion

This position is full time, permanent with hybrid working in Birmingham.

If this role sounds of interest, please send a copy of your CV to Richard Williams at SpenceLooker Recruitment - richard@spencelooker.co.uk or call on 07703 259479.

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To apply for this role please send an up-to-date CV to recruitment@spencelooker.co.uk and we’ll be in touch.

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