Leasehold Advisor

Aatom Recruitment Limited; City Of London; On-site; GBP 19,000 - 30,000; Full time

Job summary

Aatom Recruitment Limited is seeking a Leasehold Advisor on behalf of a Local Authority. The role focuses on delivering accurate leasehold information, timely service, and strong customer care across Housing Service Centres.

Responsibilities include processing leasehold transactions, handling complex enquiries, and performing service charge calculations with strict audit trails and compliance with Section 20 requirements.

Qualifications

• Experience in leasehold sector is essential.
• Experience preparing and managing service charges and major works bills.
• Understanding of Section 20 and Section 20B requirements.
• Experience with financial controls and audit trails.

Responsibilities

• Process applications for home ownership schemes, extensions, alterations, assignments and property sales.
• Liaise with solicitors to provide accurate assignment information and register notices.
• Provide payment advice and assist with dispute resolution for leaseholders.
• Calculate estimated and actual service charges (revenue and capital) with full audit trails and statutory compliance.
• Support collection of service charge and major works income to meet targets.

Skills

Leasehold experience

Service charges

Section 20

Financial controls

Job description

Aatom Recruitment is looking for Leasehold Advisor on behalf of a Local Authority.

Job Title: Leasehold Advisor

Contract Duration: 3 Months

Hours Per Week: 36

ROLE PURPOSE

• Seeking skilled and experienced Leasehold Advisors to support our Housing Services, Collections, and Sales & Acquisition teams. This is a critical frontline role, ensuring that leaseholders receive accurate information, timely service, and excellent customer care.
• Working across various Housing Service Centres within the borough, the Leasehold Advisor will process a wide range of leasehold-related transactions, handle complex enquiries, and carry out technical service charge calculations. The ideal candidate will have strong analytical capability, confidence managing financial data, and a solid understanding of leasehold legislation, including Section 20 requirements

Experience

• Prior experience working within the leasehold sector (essential).
• Experience preparing and managing service charges and major works bills.
• Understanding of Section 20 and Section 20B legislative requirements.
• Experience working with financial controls and audit trails.

Leasehold Services

• Process applications for home ownership schemes, lease extensions, alterations, assignments, and property sales.
• Liaise with solicitors and legal representatives to provide accurate assignment information and register notices.
• Support leaseholders with payment advice and dispute resolution.

Service Charge & Financial Responsibilities

• Calculate both estimated and actual service charges (revenue and capital), ensuring compliance with all statutory, contractual, and policy requirements.
• Produce accurate calculations for lessees, with full reconciliation against Council systems and complete audit trails.
• Produce statutory Section 20 Notices, ensuring all information meets legislative and Council standards.
• Prepare all documentation required for issuing major works bills, assessing liabilities in accordance with lease terms and Section 125 limitations.
• Ensure accuracy of bills and create/maintain full audit trails.
• Support the collection of service charge and major works income, meeting income targets.

What This Role Will Achieve

The Leasehold Advisor will:

• Improve accuracy and timeliness in service charge production and leasehold-related processes.
• Strengthen financial controls relating to income collection and statutory billing.
• Reduce service backlogs and contribute to a more responsive and efficient housing service.
• Enhance customer satisfaction by delivering reliable, accurate and informed advice