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Key Responsibilities & Day-to-day work tasks: Annual Planning Meetings: o Send out update packs. o Preparation for meeting. o Taking the notes post meeting. o Preparing the Financial Plan. o Overseeing agreed follow ups. Group Scheme Renewals: o Overseeing the quotes when Group Schemes renew. o Preparing the Corporate Confidential Financial Review (CFR) and Suitability Letter. Trust Forms: o Prepopulating and sending out Trust forms. o Co-ordination with providers to ensure the Trust forms are logged correctly. Estate Planning Liaison: o Organising the quarterly ‘Estate Planning Days’ for clients. o Overseeing the follow ups. Protection Applications: o Obtaining quotes for client meetings. o Running through online applications with clients. · Quality of Documentation: o Providing backup for CFR, Suitability Letters and advice sets. o Point of sale packs. Office: o Overseeing LOAs with PlusGroup. o Answering the phone. o Scanning and distribution of post. o Welcome Screen. o Help to Meet & Greet Clients/Drinks. o Anything else required. o Completion of regulatory training. o Completion of timesheet.
Restaurant receptionist/ host/hostess-Experienced-full time Fish! Restaurant in Borough Market is looking for an experienced and enthusiastic restaurant host/ess. Please note that we can only consider applicant with Restaurant Receptionist experience at least 2 years ! We are looking for someone who has great knowledge of how to handle a busy, high volume service, someone who enjoys working in a fast paced service, can work independently and in team. The restaurant is a brasserie style, counts 110 seats inside and 40 outside. We are open every day and welcome around 2500 guests weekly. The service style is casual and friendly but professional and efficient. For the role you will need: -Availability to work full time, as per weekly rota. -Minimum 2 years previous restaurant receptionist/host experience in a high volume service -Highly organized nature with great attention to details -Knowledge of Opentable booking system -The ability to handle high volume customers flow -Some computer skills,knowledge of excel-word documents. -A welcoming manner -Great team player with strong communication skills The core functions for the role are as follows: -Management of online( Opentable) walk-in and phone reservations, party reservation organizing. -Daily admin of menus, reservations-using word&excel documents. -Responsible for welcoming guests to the restaurant, seating reservations and walk ins, -Dealing with all requests and queries in an efficient and professional manner whether face to face or over the telephone or in emails. -Follow the opening,closing and daily duties procedure. What the company offers to you: -Full time hours, earnings £14 / hours including tronc. Plus tronc bonus on top of hourly wage -Monthly payment with early access via Wagestream -Various weekly rota of double&single shift, 2-3 days off. -Staff drink and meal when in duty -Uniform -£500.00 Refer a Friend bonus -50% discount when dining with us pus 20% family discount -Pension scheme -28 days holiday ( inc bank holiday), increasing with length of service -Be a part of bubbly Borough market’s spirit All applicants must be eligible to work in the UK and must obtain a Share Code prior to application.
You will be working alongside the Founder of the Company to ensure that we meet our sales targets. Your role will be to find and book sales meetings with prospective clients outbound sales activity, with minimum activity targets each week plus you will qualify and book all inbound enquiries. You will prepare for these meetings which will then be conducted by the Founder - with you in attendance. You will need to be very comfortable in quickly identifying potential clients and calling them to book an appointment to talk about their online requirements - you will need to understand our services and then what questions to ask to disturb complacency and have someone want to meet with us. Essentially, you are the ‘opener’ and the Founder is the ‘closer’. You will receive ‘on the job’ coaching in the sales meetings with a view to grow to the ‘closer’ over time (for the right person) 50% of your week will be self-generating new business activity. 25% of your week will be attending meetings alongside the Founder 25% of your week will be admin Our monthly sales targets are: £15,000 one off revenue £3,000 monthly retainers All coming from at least 3 new sales • Every month you will be responsible for sourcing, booking, prepping, and attending 12 new business meetings per month. • Out of these meetings you will complete at least 6 detailed proposals to present in a follow up sales meeting offering MML’s solution. • You will convert at least 3 of these into new clients. • Prepare detailed project descriptions to handover to the team effectively. • Be a point of contact for the project team throughout the onboarding process. • You will need to identify what activity you will need to do to create these 12 new business meetings each month. • Learn and understand who MML’s ideal client is, then; o 20 new ‘ideal’ clients and contacts identified and registered as leads on the CRM per week. o 50 phone calls to ‘leads’ database each week o 50 emails to ‘leads’ database each week o Follow up on previous contacts to build future pipeline. o 2 new ‘self-generated’ appointments booked every week. o 1 referred appointment booked every week. o Handle inbound enquiries on day of contact qualifying suitability and then booking a meeting. o Attend early morning business networking meetings. o Top 10 key account prospect list - minimum package of 80 hours per month. Minimum 1 phone call and 1 email per month to these clients. After 3 months no discussion then removed from list and replaced Sales process tasks This is the sales process from the point of a new business meeting being confirmed. • Meeting preparation • Site map • Keyword research based on site map. • Diary management – confirming meetings. • Attend new business meetings - led by Founder. • Take meeting notes. • Thank you email to client. • Prepare our proposal. • Confirm SEO package required with SEO team. • 2nd sales meeting to win new client - led by Founder. • No from client - understand the reasons why / can we negotiate? • Not sure from client - book 3rd meeting which will be led by the Founder. • Client goes quiet and not responding - 3 more phone calls, 3 emails then diaries for future point. • Yes from client - move to onboarding process. • Project notes - complete detailed and thorough notes on the client and their requirements in the project as a reference point for all team members to refer to. • Host internal handover meeting to share client knowledge and hand over the project seamlessly to the project team. • Liaise with the Project team to understand availability and then book Kickstart meeting with the client. • Set up direct debit agreement with the client. • Confirm kickstart meeting. • Follow up with the Client on any non-payment during the project. • Where needed by the Projects team. answer any client questions during the project. • Host a handover meeting to the Account Manager when the project complete. • Once project complete and customer confirmed happy, ask client to recommend any of their contacts to get a referral for a new business meeting.
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