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The Paraplanner will have face to face exposure with clients and will prepare the client meeting summary plan documents and recommendations, obtaining information to create cash flow plans and follow up on return documentation.
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To do this you will research the market, identify potential customers, develop and follow up direct marketing campaigns and use the phone, email, LinkedIn, Zoom, Teams etc. The mission here is to establish rapport and build relationships that lead to sales opportunities in Dutch speaking markets; you'll be aiming to book qualified meetings and work with your VP of Sales to get new customers signed up.
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Conducting detailed, well-informed skin consultations, including potential risks, side effects and contraindication advice of treatments, as well as post-treatment follow-up and aftercare advice.
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Scheduling and coordinating Trustee appointments, meetings, and travel itineraries, including the preparation of background materials, arranging meetings and events, and ensuring appropriate follow-up of decisions and agreements.
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Strong work ethic and solid interpersonal skills with confidence to follow up with multiple upstream and downstream teams. Proficiency to follow up during the daily BAU production process to quickly and efficiently solve problems with minimal inputs.
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Prospecting via phone to grow new business pipelines and follow up on marketing efforts, also leveraging data platforms directly (LinkedIn, Hubspot) You will be a champion for enduring client relationships as this will involve expanding current accounts, both locally and globally, as well as researching and seeking new retail and brand partnerships.
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Ensuring monthly, quarterly, and annual financial reports are submitted to HQ based on established deadlines to drive corporate consolidation including addressing any follow-up queries based on review of financial reporting package and variance analysis.
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Prepare product costing sheets, maintain range presentation boards, and support meeting preparations and range reviews, including follow-up activities. Cycle to Work Scheme: Encouraging eco-friendly travel.
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Drafting initial submissions, collaborating with experts to refine content, and managing follow-up tasks such as event attendance and publicity. Keeping up with industry trends, competitor activities, and best practices to continuously enhance the firm's communication strategies.
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For this role, we need a high calibre, established and strategic client services director/researcher (ideally from a research agency background) who has experience of leading high value accounts and running and setting up complex global programmes, including global tracking programmes, across multiple markets.
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Updating the firm’s credit control system (Aderant Expert Collections) for action tasks, reminders, follow up notes etc. Arranging and attending monthly meetings with Partners to review WIP and debtors to agree a course of action and follow-up to ensure completion in the agreed timescales.
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Assist with, and manage public affairs elements of, campaigns and events, including for key annual initiatives such as the Grand National Charity Bet, Parliamentary Receptions, Safer Gambling Week, and follow up stakeholder contacts as necessary.
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Commercial and administrative follow-up inherent to the Gallery business. Provide a great service by following up with each customer about delivery steps, administrative tasks & feedback about their experience in the Gallery.
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Provide pitch support for corporate and ECM opportunities, from opportunity assessment through to submission and follow-up actions. Maintain and update corporate website pages to ensure content is compelling, up to date and consistent with the corporate strategy.
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Proactively follow up’s with factories, chasing shipment samples, QC reports and any other relevant documents for approval prior to shipment, e.g. commercial invoices. Up to 50 WFH days a year.
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