Surveyor – Technical Relationships

Company Description

Life can sometimes be unpredictable, and it pays to plan ahead. Our aim at Legal & General Retail is to help our customers plan for the unexpected, achieve financial security for their tomorrow, and protect everything that’s important to them. To better understand our customers and meet their needs, we’ve brought our protection, retirement income, savings, lending and advice, fintech and mortgage businesses under one umbrella. Created at the start of 2022 through the merging of our long-standing and trusted retail retirement and insurance businesses, we’re a fast-growing division with big, customer-centered ambitions. 

Job Description

To be a key part of the LGMS Team delivering a market leading client and industry facing technical relationship proposition. As part of the LGMS distribution team identify, engage and unlock target distribution opportunities whilst continuing to manage, drive and retain existing relationships. To engage with key external and internal stakeholders, including counterparts across L&G Group, and to develop an effective network that allows the development of commercial and technical opportunities and proposition ideas.

What you will be doing:

• Support the Head of Strategic Accounts, Lender and Head of Professional Services with pitch development and delivery across all aspects of the sales lifecycle to ensure that LGMS is the partner of choice and therefore LGMS objectives are achieved
• Responsible for attending client and industry meetings to retain and develop existing technical relationships to ensure that LGMS is the partner of choice and that all commercially viable business will be retained.
• Develop robust prospect and client and technical relationships, ensuring key stakeholders across the parties are aligned and engaged at all levels regularly, assist them to develop their strategic distribution plans, ensuring that during any formal tender or partner selection process, LGMS is aligned with the key requirements of the lender or 3rd party and therefore to be selected as the partner of choice
• Provide technical input into proposition development to tailor propositions to win and retain LGMS partners by working with target accounts to understand their business challenges, creating innovative solutions through detailed questioning, and leveraging of internal and external networks.
• Work as part of the distribution team to support in successfully managing 3rd party relationships from a technical perspective ensuring that all commercially viable business via existing partners are retained and developed. Business plans, heatmaps, SLA’s and all contractual agreements are in place and result in LGMS objectives being achieved. 
• Working alongside the Head of Professional Services, provide support and development of technical support for internal and external customers. Successfully nurture these technical relationships ensuring that all commercially viable business via existing partners is retained and developed. Ensure all contractual requirements are met and results in LGMS objectives being achieved. 
• Support the Head of Strategic Accounts and Head of Professional Services with the governance and process involved in assessing all new and existing clients, participate and contribute to internal governance committees to evidence and support this. ensuring that they are in line with the achievement of LGMS strategy. 
• Seek feedback from customers that aims to identify area’s for technical improvement within product design, literature administration, sales processes and provide information to relevant areas where appropriate.

Qualifications

• Fellow, Member or Associate of the Royal Institution of Chartered Surveyors with valuation and survey experience in the residential mortgage market.
• In depth knowledge of RICS Red Book requirements including Guidance Notes and Practice Statements as applicable to residential valuations and surveys with a good working knowledge of lenders’ guidance notes and reporting requirements.
• Knowledge of the residential survey and valuation industry gained from experience of operating at surveyor level or above. Knowledge of key issues, challenges and new developments facing the surveying industry.
• Knowledge of industry standard systems, processes and procedures utilised in the business in order to protect the risk profile of the company as a whole.
• Evidence of good analytical skills and ability to interpret and evaluate information in an orderly, accurate and timely manner in accordance with challenging client requirements/timescales.
• The ability to provide guidance and advice based upon experience and knowledge in the residential surveying industry.
• Ability to communicate clearly with key stakeholders, professional partners, customers and suppliers to ensure that the desired requirements are delivered and that all necessary actions are completed.
• The ability to work independently and as part of a team, to pay attention to detail and to communicate effectively at all levels.
• Ability to continually evaluate and review self-progress against goals with an ability to modify objectives and adapt behaviours to overcome obstacles and to set and assist others to achieve targets.

Additional Information

When you commit to Legal & General, we’ll commit to you too. That means we’ll recognise and reward your hard work, your performance and your contribution.

If you join us, you’ll get access to some great benefits, including private medical insurance, 27 days holiday (excluding bank holidays), a generous pension scheme, life assurance, and Income Protection. You can participate in our electric car scheme, which offers employees the option to hire a brand new electric car through tax efficient salary sacrifice. We’re also proud to offer competitive family leave. 

You’ll have the opportunity to participate in our annual, performance-related bonus plan and valuable share schemes. And then there are the many discounts we offer that you can take advantage of – both for our own products and at a range of high street stores and online offerings. 

For more information contact Laura Spencer-Jones

The brand with the brolly is choosing today to change tomorrow.

Since 1836, we’ve grown to become one of the world’s largest asset managers, homebuilders, pension providers and insurance brands. 

We’re all here to improve the lives of our customers, build a better society for the long term, and create value for our shareholders – helping to shape a better future for society and the planet.

We need people who share our ambitions, agility and entrepreneurial spirit to help us do it.

At L&G, you’ll find a balance that helps you be your best. Empowered by hybrid working, we’re supported by technology and workplaces that enable us to work effectively wherever we are. We come together in offices to collaborate and connect, and use time at home for individual, focused activities. And, when we achieve great things, we celebrate our success and reward strong performance.

Today, there’s over 10,000 of us, working towards our mission, with plenty of opportunities to grow your career as we grow L&G. Will you join us?

Great minds don’t have to think alike, so we welcome voices from all backgrounds. Bringing together people with different life experiences helps us build empathy with our customers and drive innovation.

We don’t just talk about it, we actively promote diversity and equitable opportunities for all. That means our employment decisions are made without regard to race, colour, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability or protected veteran status. In fact, we embrace every dimension of diversity to reflect the customers and communities we serve.

We think it’s important to create an inclusive environment where we can all belong, contribute and drive progress, where you can develop and grow, and be empowered. We want you to use your voice to help us build a better tomorrow.

We all work differently, and have different needs, which is why. we’re always open to discussing flexible working arrangements. Likewise, we’re committed to finding reasonable accommodations for candidates with specific needs during our recruiting process.

So whoever you are, wherever you are, whatever your story, we’d love to hear from you.

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