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- Tasks: Lead finance advisory services and build strong client relationships.
- Company: Join Ashbridge Partners, a leading finance advisory firm in Stow-on-the-Wold.
- Benefits: Enjoy a full-time role with opportunities for networking and professional growth.
- Why this job: Make a real impact while working in a dynamic, client-focused environment.
- Qualifications: Three years of mortgage advisory experience and strong networking skills required.
- Other info: Ideal for ambitious individuals looking to grow their career in finance.
The predicted salary is between 43200 - 72000 £ per year.
1 day ago Be among the first 25 applicants
Ashbridge Partners Ltd provided pay range
This range is provided by Ashbridge Partners Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Direct message the job poster from Ashbridge Partners Ltd
Recruitment Manager @ Sweet Analytics | CPE, LPC
Role : Associate Relationship Director – Residential
Location : Ashbridge Partners Office, Stow-on-the-Wold
Reports to : Head of Business Development
Direct Reports : None
Primary Purpose
To provide a best in class, fully compliant finance advisory service to our clients. You will deliver exceptional service, ensuring our client’s financing transaction is completed within their required timescale. They will be delighted with the experience of working with Ashbridge Partners.
To be an effective networker, building exceptional relationships with introducers and clients to deliver your annual business targets.
Key Responsibilities
- Drafting and delivering the long-term Residential Strategy.
- Regular networking with introducer colleagues, existing clients and colleagues within our business to self- generate suitable business opportunities.
- Raising your profile and that of Ashbridge Partners via social media, public speaking, attending and hosting business events.
- Quoting, pitching and winning suitable business within our agreed pricing model, whilst optimising the financial return for the business.
- End-to-end transaction management to ensure the highest standards and best results achieved for our clients.
- Managing long term client relationships through the annual review process and maintaining high standards of service to ensure that clients become ambassadors for Ashbridge Partners.
- Inputting and updating client and introducer data into our Client Relationship Management (CRM) system.
- Training junior members of the team.
- Maintaining and developing relationships with our banking colleagues, so that we retain our preferred introducer status.
- Ensuring that all FCA compliance tasks are completed to a high standard, in a timely manner, and company policies followed at all times.
Behaviours
- To uphold the Ashbridge Values.
- Strong networking and influencing skills with professional introducers and clients.
- Tenacity and a strong desire to make a difference (a ‘can do’ attitude), always with the client in mind.
- Team-player who works effectively with colleagues acrossall functions.
- Ambition to perform at a consistently high level, with the scope to take on more responsibility and a desire to continue learning as their experience grows.
- Professional, approachable and flexible.
- Strong problem-solving skills.
- Attention to detail in all areas ofwork.
Professional Skills and Experience
- Minimum three years of Mortgage advisory experience.
- Experience of high-net-worth clients and large loans of £1m+.
- Experience of and relationships with Private Banks such as Coutts, Hampden and Weatherbys.
- A proven track record of leading on financing transactions and the management of the key stakeholders within this process.
- Experience with Customer Relationship Management systems
- Highly competent on Excel and with the ability to create accurate and complete financial spreadsheet models.
- Ability to express complex written messages in report format to the banks, throughproficient use of Microsoft Word.
- To have worked in a role where compliance is paramount.
Education / Qualifications
Seniority level
-
Seniority level
Associate
Employment type
-
Employment type
Full-time
Job function
-
Job function
Finance, Consulting, and Business Development
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Associate Relationship Director employer: Ashbridge Partners Ltd
Contact Detail:
Ashbridge Partners Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Relationship Director
✨Tip Number 1
Network actively within the finance and mortgage advisory sectors. Attend industry events, engage with professionals on LinkedIn, and connect with potential introducers to build relationships that could lead to business opportunities.
✨Tip Number 2
Showcase your expertise in managing high-net-worth clients by sharing relevant case studies or success stories on social media. This not only raises your profile but also demonstrates your capability to handle large transactions effectively.
✨Tip Number 3
Familiarise yourself with the latest trends in the mortgage advisory market, especially regarding compliance and financing strategies. Being well-informed will help you engage in meaningful conversations with potential clients and introducers.
✨Tip Number 4
Consider reaching out directly to current employees at Ashbridge Partners to gain insights about the company culture and expectations for the Associate Relationship Director role. This can provide you with valuable information to tailor your approach.
We think you need these skills to ace Associate Relationship Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, especially in mortgage advisory and managing high-net-worth clients. Use specific examples that demonstrate your ability to meet the key responsibilities outlined in the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your networking skills and your understanding of the finance advisory service. Mention how your previous experiences align with Ashbridge Partners' values and the role's requirements.
Highlight Compliance Experience: Since compliance is paramount for this role, emphasise any experience you have in ensuring adherence to regulations and company policies. Provide examples of how you've successfully managed compliance tasks in past roles.
Showcase Communication Skills: Demonstrate your ability to express complex information clearly. Include examples of reports or presentations you've created, particularly those that involved financial data or client communications, to show your proficiency with Microsoft Word and Excel.
How to prepare for a job interview at Ashbridge Partners Ltd
✨Showcase Your Networking Skills
As an Associate Relationship Director, your ability to network is crucial. Prepare examples of how you've built and maintained relationships with clients and introducers in the past. Highlight any successful networking events you've attended or hosted.
✨Demonstrate Compliance Knowledge
Since compliance is paramount in this role, be ready to discuss your experience with FCA compliance tasks. Share specific instances where you ensured compliance in previous roles, showcasing your attention to detail and understanding of regulations.
✨Prepare for Financial Discussions
You’ll need to express complex financial concepts clearly. Brush up on your mortgage advisory experience, especially with high-net-worth clients. Be prepared to discuss large loans and how you've managed financing transactions effectively.
✨Exhibit a 'Can Do' Attitude
The company values tenacity and a positive mindset. During the interview, convey your enthusiasm for the role and your ambition to excel. Share stories that illustrate your problem-solving skills and how you've overcome challenges in your previous positions.
