Assistant Relationship Director

TLDR

As an Assistant Relationship Director, you will support a team in sourcing and structuring property development loans while managing client portfolios and collaborating with various stakeholders.

As an Assistant Relationship Director, you'll play a pivotal role in our Development Finance team, working alongside seasoned professionals to structure innovative lending solutions while building valuable industry connections and expertise. The Assistant Relationship Director will support a team of Relationship Directors to source, assess, underwrite and take to completion property development loans, whilst working with the Portfolio Management team to oversee the management of a portfolio of clients.

Key Responsibilities

  • Supporting Senior Relationship Directors and Relationship Directors in handling new business enquiries and undertaking an initial assessment and issuing, where applicable, Heads of Terms
  • Supporting Senior Relationship Directors and Relationship Directors in the production of credit proposals
  • Attending client/broker meetings on site when required
  • Overseeing valuation and monitoring surveyor reports; making appropriate recommendations to the Banks Credit function
  • Working collaboratively with the Loan Support Team to progress approved facilities through to legal completion
  • Ensure accuracy of data within the Banks operating systems and ensuring all documentation is correctly produced and issued
  • Able to demonstrate a strong understanding of the UK property development finance market with experience of working in a similar function.
  • Proven experience of writing credit papers.
  • Ability to analyse complex financial information and assess development risks
  • Able to demonstrate commercial acumen with a focus on responsible lending practices
  • Self-motivated with the ability to work independently and as part of a team
  • Proven experience in relationship management/ Portfolio Manager & experience in development finance 

Your Wellbeing - We take your health and well-being very seriously by providing a range of benefits to give you and your family peace of mind. These include:

  • Market leading family friendly policies such as access to our Maternity, Adoption and Paternity policies from Day 1 of your employment
  • Free access to Headspace, a mindfulness & meditation digital health app
  • Free access to Peppy digital health app that offers personalised support through fertility treatment becoming a parent or menopause
  • EAP (Employee Assistance Programme) - Offering you support on a wide range of subjects including financial concerns, mental wellbeing and more general queries around family, work, housing, and health
  • Cycle to work scheme
  • Discounts on gym membership
  • Contributory pension scheme & death in service

Your Lifestyle - It’s important you strike the right balance between your work and personal life. We provide benefits to support you when at work and when you’re enjoying your leisure time.

  • Minimum of 27 days holiday per year
  • Option to buy or sell holiday days through our flexi-holiday scheme
  • Discounts on gym membership nationwide
  • Access to discounts on a range of high street and online brands
  • Community support and charitable giving

Your Contribution - We’re focused on rewarding those that go the extra mile in helping us achieve our goals.

  • Participation in our annual discretionary bonus scheme designed to reward your contribution to our success
  • Proudly Shawbrook recognition scheme focused on recognising our role models and thanking our colleagues for a job well done

Benefits

Flexible Work Hours

Cycle to work scheme

Health Insurance

Market leading family friendly policies such as access to our Maternity, Adoption and Paternity policies from Day 1 of your employment

Community support and charitable giving

Paid Time Off

Minimum of 27 days holiday per year

Wellness Stipend

Free access to Peppy digital health app that offers personalised support through fertility treatment becoming a parent or menopause

Shawbrook is a dynamic banking institution specializing in providing tailored financial solutions that include personal loans, buy-to-let and commercial mortgages, and business finance for individuals and SMEs across the UK. Our unique business model blends deep industry expertise with advanced digital capabilities, ensuring a premium experience and flexibility for our diverse customer segments. By focusing on sustainable value and innovation, we deliver financial services that meet the specific needs of our clients in targeted markets.

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