Senior Surveyor/Associate Director

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

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

Working at CBRE

When you join CBRE you will have the support and resources of a global firm where an entrepreneurial mind-set is encouraged. You'll realize your potential with challenging work, fast-paced assignments, an environment of constant learning and commitment to results. To enable your success, we provide the best tools, training and leaders in the industry.

Our collaborative culture is built on our RISE values and reflects the needs and perspectives of our clients and our people. Our work is guided by our North Star: Creating the real estate solutions of tomorrow, so businesses and people thrive. This informs everything we do—from diversity, equity, and inclusion to sustainability initiatives to workplace safety and wellbeing.

At CBRE, we believe that the more perspectives we have, the more dimensions we see. We welcome people with different backgrounds and experiences across industries to apply for open positions even if you do not match every element of the required skills. To discover more about what it’s like to work at CBRE, visit Life at CBRE

About CBRE

CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world’s largest commercial real estate services and investment firm (based on 2023 revenue). The company has more than 130,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE serves a diverse range of clients with an integrated suite of services, including facilities, transaction and project management; property management; investment management; appraisal and valuation; property leasing; strategic consulting; property sales; mortgage services and development services.

Equal Opportunities

We are an equal opportunities employer and do not discriminate on the grounds of gender, sexual orientation, marital or civil partner status, pregnancy or maternity, gender reassignment, race, colour, nationality, ethnic or national origin, religion or belief, disability or age. For information about accommodations we can make during the recruitment process, please visit: https://www.cbre.co.uk/careers/accommodations