ASSOCIATE / PARTNER, LONDON: Investment Brokerage

Description

Cluttons is a business with a difference, and our aim is simple - to help our clients unearth every opportunity in their property, be it their home, office, or an investment portfolio. We do this by challenging the status quo and helping our clients get the most out of their property materially, financially, and emotionally.


We employ over 230 staff in the UK and serve a wide range of clients across several areas, including commercial and residential consultancy, management, investment and commercial agency, residential sales and lettings. An excellent opportunity has arisen for an experienced and driven individual to join our growing Investment Brokerage team based in our Head office. We are proud of our flexible approach to work and offer a hybrid set up – we are flexible on where you work, noting that you need to spend time in in our London office, and to be able to service our clients.

THE ROLE

The Transactional, Development & Advisory business line is a key division within the organisation with Investment Brokerage being a vital segment. Investment Brokerage, is predominantly transactional but also works closely with teams covering the following areas:

  • Investment Management
  • Development Agency
  • Business Space Agency

As a senior member of the investment team, the focus is on delivering profitable fee income to the business by winning and completing investment acquisition and disposal instructions. As key team member you are responsible for driving business development activity across the team. A demonstrable track records of winning business is essential.

KEY DELIVERABLES

  • Independently deliver fee income commensurate with role
  • Ability to secure and transact investment opportunities
  • Drive business development
  • Working closely with other teams within the Business to create cross-selling opportunities and collaboration
  • Maintain and develop Fund and property company client base
  • Manage and increase Clutton’s presence within the agency community

RESPONSIBILITIES

Leadership

  • Promote Cluttons (all service lines) at all times
  • Assist other parts of the business in promoting the business
  • Maintain a high profile within the business to develop opportunities
  • Promote Cluttons (all service lines) to personal client base

Financial

  • Provide deal pipeline, fee forecast and other management needs
  • Assist in annual business plan formulation

Governance

  • Raise fee invoices
  • Draft and issue head of terms where appropriate
  • Ensure all instructions are agreed in writing with appropriate Ts & Cs
  • Ensure all AML procedures are completed
  • Prepare and issue reports to clients
  • Maintain professional CPD record

Team

  • Manage personal WIP deal flow to ensure targets are achieved


Requirements

Benefits

  • Holidays: 25 – increase in line with length of service to a maximum of 30 days
  • Enhanced auto enrolment pension scheme
  • Life Assurance
  • Interest Free Season Ticket Loans
  • Cycle to work scheme
  • Flu and Eye Care Vouchers
  • Employee Assistance Programme

Plus Flexible benefits as below

  • Policy that allows you to pick and choose additional benefits including purchasing 5 days additional holiday
  • Discounted Gym membership
  • Dental Insurance
  • Travel Insurance