Job Description:

About the practice

Our practice is a RICS-regulated firm of chartered surveyors based in London, offering Homebuyer Reports, Building Surveys, valuations, RICS Condition Reports, party wall and other services. We have team of surveyors covering London and the home counties and are known for our fast turnaround, local expertise, clear reporting. Estate agents are one of our most important sources of work, and we are investing in a structured programme to build those relationships.

Key responsibilities

Roll out the estate agent programme

• Map the estate agents in our catchment area and rank them by transaction volume, market share and fit.
• Design and launch the partnership offer: referral process, service levels, agent-facing materials and any agreed introducer terms.
• Set up a consistent onboarding process for each new agency, including a named surveyor contact.

Build and keep relationships

• Meet branch managers, negotiators and sales progression teams in person, and run regular catch-ups.
• Run CPD sessions, lunch-and-learns and local networking events on topics agents care about, such as survey types, chain delays and managing buyer expectations.
• Act as the link between agents and our surveyors, resolving issues quickly and protecting the relationship.

Win instructions and grow revenue

• Convert agent introductions into instructions and track conversion at each stage.
• Identify cross-sell opportunities across our wider services, such as valuations, lender panel work and portfolio surveys.
• Negotiate agreements with agency groups and franchise networks where appropriate.

Report and improve

• Maintain the CRM with accurate activity, pipeline and referral data.
• Report monthly to a line manager on instructions, revenue, conversion, referral sources and agent feedback.
• Monitor local competitors and share market intelligence with the leadership team.

Compliance

• Make sure all referral arrangements follow RICS professional standards, FCA rules where relevant, and the practice's conflict of interest and referral fee disclosure policies.
• Treat client and agent data in line with UK GDPR.

Requirements

Essential

• A proven record in business development or relationship management, ideally in property, surveying, conveyancing, mortgages or professional services.
• Existing contacts or demonstrable experience winning work from estate agents.
• Strong face-to-face networking and presentation skills, with the credibility to speak to branch managers and directors.
• Experience building a programme or pipeline from scratch and managing it to targets.
• Good working knowledge of the UK residential property transaction process.
• Confident with CRM systems and reporting.
• Full UK driving licence and willingness to travel across [region].

Desirable

• Working knowledge of RICS survey levels and products (RICS Home Survey Levels 1 to 3, valuations).
• Familiarity with lender panels and conveyancer referral networks.
• A property-related qualification, or RICS affiliate or associate membership, or a willingness to work towards one.