Associate Surveyor Property Management

Key Responsibilities

Financial Management including service charge:

• Ensure accuracy of all financial data and reporting including occupier charges

• Manage financial accountability including liaison with clients and tenants to manage cashflow (charge raising managing service charge recoverable and non-recoverable expenditure supplier payments etc.)

• Oversee and support credit control process.

• Process invoices meeting KPIs on Accounts Payable actions.

• Demonstrate strong cost management and financial acumen i.e. reviewing service charge cash flow and budget regularly to ensure all supplier payments are made in time.

• Prepare and reconcile budgets in accordance with RICS guidelines.

ESG:

• Lead on ESG initiatives andimplementation

• Align clients ESG strategy with JLLs roles and responsibilities under thePMA

Data and Systems Management:

• Maintain all data held on internal systems to ensure accuracy within JLL and client KPIs.

• Maintain accuracy of all occupier data including managing and reporting on key lease event data.

• Proficiency in MS Office and JLL property management systems

Supplier and Facility Management:

• Manage performance of third-party suppliers alongside FM colleagues and/or third-party FM providers.

Inspections:

• Ensure all portfolio sites maintain high standards of presentation using the JLL Vision inspection tool to report manage and resolve any issues efficiently.

• Ensure that all properties are present to a high standard using the JLL site presentation toolas a means torecord and manage and issues.

Transactions:

• Handle transitions in/out at client and property level.

• Supporting with property management due diligence in relation to any purchases.

• Ensuring properties are ready for sale and support with disposal.

Client reporting:

• Manage client reporting timelines and issue reports as per thePMA

• Attend and take notes at client meetings including preparing reports and takingminutes

• Understand and adhere to the client PMA their asset strategies and KPIs.

Lease and Legal Management:

• Manage lease and license process including drafting recommendations and instructing solicitors.

• Support wider transactional activity including sales and lettings (i.e. CPSEs)

• Ensuring tenant compliance with lease covenants recommending remedies to breaches and managing any issues through to conclusion.

Occupier engagement:

• Proactively engage with occupiersin order tomaintain high levels of customer satisfaction.

• Gather intelligence on tenant business activity to feed into client business plans.

Specialisation:

• Recognition as a Subject Matter Expert.

Headleases:

• Provide general advice and recommendations in respect of landlords obligations under headleases.

• Manage Properties in a manner consistent with any relevant headlease covenants.

Health & Safety:

• Understand Health & Safety compliance and implement necessarymeasures

Insurance:

• Supports insurance renewal process by ensuring accuracy of renewal data.

• Able to lead and manage complex insurance claims.

• Manage and implement insurance risk mitigation measures.

Void property management & monitoring:

• Monitor vacant property and undertake necessary management actions including those specified by the Clients insurer.

Business development:

• Play an active role in winning new business and expanding existing client relationships.

Additional Responsibilities:

• Contribute towards BAU/JLL projects and workinggroups

• Assist in preparing and delivering property management reports as

• Awareness of wider JLL service lines and demonstrates a proactive in approach identifying and facilitating cross selling opportunities.

• Contribute towards team budgets for cross-selling asset management fees and surveying fees.

• Liaise with third party specialists in relation to management issues as required.

• Investigating and remedying defects or errors in property management matters originating prior to the Commencement Date including but not limited to accounting matters (including reconciliations) tenant disputes (including in relation to arrears) and matters relating to other third parties including freeholdersneighboursand statutory bodies.

Candidate profile

Professional Background:

• Proven track record in property management with broad sector experience and preferably at least 5 years PQE.

• Maintains knowledge of commercial property legislation and industry best practices.

Strategic Capabilities:

• Demonstrates strategic thinking and the ability to craft innovative solutions for complexchallenges

Commercial Acumen:

• Skilled at building and maintaining clientrelationships

• Proactive in identifying and pursuing new businessopportunities

Results-Driven Approach:

• Sets and achieves ambitious targetsconsistently

• Balances efficiency with effectiveness in driving continuousimprovement

Leadership and Collaboration:

• Self-motivated professional who thrives on challenges

• Adept at fostering teamwork and building trust across diversegroups

• Demonstrates leadership through example andinitiative

• Recognised as a key figure on client instructions i.e. being an escalation point and/or support for junior team members.

Interpersonal Effectiveness:

• Combines diplomacy with assertiveness to influencestakeholders

• Possesses strong negotiation skills and communicatespersuasively

Personal Qualities:

• Projects confidence and maintains a positiveoutlook

• Makes sound decisions thatinstillconfidence inothers

• Upholds high ethical standards and demonstrates unwaveringintegrity

• Exhibits intellectual curiosity and a willingness toinnovate

Technical Proficiency:

• Advanced IT skills particularly in property management systems

• Sharp analytical and problem-solving abilities

• Excels in financial planning budgeting and operationalreporting

Behavioural Skills

Strong leadership skills a deep understanding of property and asset management and a commitment to driving innovation and inclusive practices within both PAM and the wider JLL organisation.

Peopleand WorkManagement:

• Adhere to JLL Working Practices guidelines ensuring all correspondence and communication is executed to a high professional standard with tasks completed in a timely manner.

• Provide line management for direct and matrix reports ensuring compliance with JLL and client KPIs.

• Mentor and train team members to maximise individual skills and abilities.

Value Creation:

• Implement added value initiatives for JLL operations and property management work.

• Demonstrate comprehensive knowledge of JLL services and market trends.

• Share expertise with clients and colleagues.

Team Collaboration:

• Maintain a strong presence within the regional and wider Property & Asset Management (PAM) team.

• Contribute positively to office culture.

Process Improvement:

• Participate in project-based initiatives to enhance PAM processes.

• Engage in cross-functional projects within the regional office including social activities business development and continuing professional development (CPD).

Diversity Equity and Inclusion (DEI):

• Promote and encourage DEI within PAM and JLL

• Activelyparticipatein company DEI initiatives including training supporting Business Resource groups and fostering open conversations.