Agricultural Finance Consultant, Knight Frank Finance

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Job description

Reference No 15941
Job Title Agricultural Finance Consultant, Knight Frank Finance
Type Permanent
Salary Range Competitive
Division Residential
Sub Division Knight Frank Finance
Department Knight Frank Finance ()
Location Guildford KFF

Knight Frank Finance is looking to hire an Agricultural Finance Consultant who will be responsible for growing the existing Agri/Rural finance service and mentoring a small sales team to support the head of sales in the branch, ensuring that the client is central to the success of the business.

The role will also require the person to sit on the Knight Frank Finance Country Management Committee and will be accountable for their responsibilities as a member of the management team

Knight Frank Finance is an independent mortgage and protection insurance advisory service from Knight Frank, the world's largest privately owned global real estate agency and consultancy and extends the same quality, integrity and diligence associated with the Knight Frank name around the world.

Responsibilities

Building a team to specialise in Rural/Agri Finance
Establishing relationships both within Knight Frank and the wider Agri community
Setting a marketing plan
Ensuring an adequate flow of leads
Recruiting and managing your team and ensuring that the consultants are delivering against their individual business plans. .
Supporting consultants on placing complex and problem cases, and if need be supervising client interviews.
Checking all of team's new business as a 'first line of defence'
Working closely with Quality Assurance Office to ensure your consultant's file standards and advice can demonstrate the client outcome is central to their recommendation, with all remedial actions form file reviews are completed.
Supporting your consultants where development is identified through file reviews or observation.
Managing any underperformance including disciplinary procedures, when required.
All new consultants achieve competency status and complete induction and training plan within 6 month of joining the business.
All Competency consultants have quarterly 121 and action points are followed up.
Attending the monthly Knight Frank Finance Country Managers Committee meeting.
Working with Admin Manager ensuring consultants pipelines are being managed with agreed operational standards.
All submitted news cases are passed over within the agreed service level agreements of 3 days and Sales Check list is completed by consultants.
Weekly team meeting to communicate actions from the management committee.
Observing 2 client meetings with observation forms annually with follow up on action points.
Ensuring own annual personal billing meet the business plans.
All your teams and your potential clients are added to the CRM system at the earliest opportunity.
Notify line managers of complaint/potential risk to the business.

Accountability

Team/Communication

Weekly meeting have a clear agenda covering:-
Business and management decisions
Compliance communication
Sharing knowledge
Adhere to the Data protection policy, which means maintain a clear desk policy.
Identifying and notifying any risk to business that may have regulator permissions and whole of market status.

Business Generation

Ensuring you and your team perform to the business strategy.
Service agreements are met when dealing with new leads and opportunities
All new leads are added to the CRM system with details notes and any supporting
Reviewing consultants in the CRM system

Compliance/T&C

Hold quarterly reviews with each consultant discussing, discussing performance and address any actions from previous review
Non CAS consultant supported and signed off within time scales
Complete 1 observation each 6 months with 2 per 12 month, with a min of 1 Fact Find and 1 presentation
All compliance and breach remedial action completed within SLA Minor breach 7 days and serious 3 days
First port of call for compliance related questions around policy and process
Ensuring consultant is sign off on all specialist business, i.e. Bridging, second charge, specialist protection
Ensure consultants are adhering to the KFF policy and procedures
Ensure that you and your team are for filling the knight Frank Finance Know Your Client (KYC) before advice is given and obtain all the supporting documentation to demonstrate that the client is central to the process.
Adhere to the AML policy and report any potential risk to the Compliance officer.
CPD requirements are recorded