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- Tasks: Provide top-notch finance advisory services and build strong client relationships.
- Company: Join Ashbridge Partners, a leader in finance with a collaborative culture.
- Benefits: Competitive salary, flexible working, and opportunities for professional growth.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: 3+ years in mortgage advisory and strong networking skills required.
- Other info: Dynamic role with potential for career advancement and learning.
The predicted salary is between 36000 - 60000 £ per year.
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 across all 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 of work.
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, through proficient use of Microsoft Word.
- To have worked in a role where compliance is paramount.
Education / Qualifications
- Seniority level: Associate
- Employment type: Full-time
- Job function: Finance, Consulting, and Business Development
Associate Relationship Director in Stow on the Wold 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 in Stow on the Wold
✨Tip Number 1
Networking is key! Get out there and connect with introducers and clients. Attend events, join online forums, and don’t be shy about reaching out on social media to build those relationships.
✨Tip Number 2
Showcase your expertise! Use platforms like LinkedIn to share insights and articles related to finance advisory. This not only raises your profile but also positions you as a thought leader in the industry.
✨Tip Number 3
Practice your pitch! Whether it’s for a client or an introducer, being able to clearly articulate your value proposition is crucial. Role-play with friends or colleagues to refine your approach.
✨Tip Number 4
Don’t forget to follow up! After meetings or networking events, send a quick message to thank them for their time and keep the conversation going. It shows professionalism and keeps you top of mind.
We think you need these skills to ace Associate Relationship Director in Stow on the Wold
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Associate Relationship Director role. Highlight your mortgage advisory experience and any relationships with private banks, as these are key to impressing us at Ashbridge Partners.
Showcase Your Networking Skills: Since networking is a big part of this role, don’t forget to mention any relevant connections or events you've attended. We want to see how you can build relationships that will help us grow our client base.
Be Detail-Oriented: Attention to detail is crucial in finance. Ensure your application is free from typos and clearly formatted. This reflects your professionalism and aligns with our high standards at Ashbridge Partners.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role without any hiccups!
How to prepare for a job interview at Ashbridge Partners Ltd
✨Know Your Stuff
Make sure you’re well-versed in the finance advisory services and the specific needs of high-net-worth clients. Brush up on your knowledge of mortgage advisory, especially with large loans, and be ready to discuss your experience with private banks like Coutts or Hampden.
✨Network Like a Pro
Since networking is key for this role, prepare to talk about how you've built relationships in the past. Have examples ready of how you’ve successfully generated business opportunities through networking, and don’t forget to mention any relevant events or social media strategies you’ve used.
✨Showcase Your Problem-Solving Skills
Be prepared to discuss specific challenges you’ve faced in previous roles and how you overcame them. This will demonstrate your tenacity and ability to maintain high standards, which are crucial for managing client relationships effectively.
✨Attention to Detail is Key
Since compliance is paramount, highlight your experience with CRM systems and your ability to manage data accurately. Bring examples of how your attention to detail has positively impacted your work, especially in terms of FCA compliance tasks.
