Steffany Nicholls

• Conduct detailed fact-finds to assess clients’ financial circumstances, needs, and objectives
• Provide tailored mortgage advice across a range of lenders and products
• Explain mortgage options clearly, including rates, terms, and associated costs
• Manage cases from initial enquiry through to mortgage offer and completion
• Liaise with lenders, solicitors, estate agents, and underwriters to progress applications efficiently
• Ensure all recommendations are compliant with regulatory requirements and fully documented
• Maintain accurate and up-to-date client records and case notes

Protection Advice:

• Identify clients’ protection needs based on their financial situation and risk exposure
• Advise on and recommend suitable products, including life insurance, critical illness cover, income protection, and home insurance
• Clearly explain the benefits and importance of protection in safeguarding clients’ mortgage and lifestyle
• Support clients through the protection application process and policy setup

• Built lasting relationships with clients through customer service interactions.
• Reached out to prospective customers and warm leads to establish friendly, professional relationships.
• Responded to telephone and in-person requests for information.
• Adapted sales techniques to specific clients and promoted products based on individualised client needs.
• Set up appointments with potential and current customers to discuss new products and services.
• Delivered high sales performance within budget to strict deadlines and targets.
• Negotiated best-possible prices for maximised profit levels.
• Worked independently to manage own diary
• Generated comprehensive reports using advanced Excel functions.

• Trained and mentored staff to drive performance and target achievement.
• Responded to telephone enquiries, email complaints & questions.
• Handled day-to-day scheduling, ordering food and planning events to support catering logistics.
• All ordering of food products, cleaning products, utensils, equipment, stationery & anything needed for restaurant.
• Use of Microsoft Office - Word, Excel & Powerpoint to create spreadsheets, adverts, specials, budgeting & proposals.
• Completed and filed any paperwork - Back to work, probations, monthly reviews.
• Full recruitment & interview process. From advertisement, sorting through CV's, contacting applicants, interviews, inductions & all paperwork involved.
• Managed staffing schedules for high numbers of employees, delivering operational efficiency whilst remaining under budget.
• 2 weekly rotas for up to 15 staff, taking into account all personal needs, holidays & strength of team to specific times of business needs.
• Planned and developed menus alongside chefs to meet expectations and budgets.

• Organised all events, parties & meetings within establishment from start to finish
• Created bespoke packages for customers dependant on occasion, prepared event quotations, catering options, organisation of room set up and room clean.
• Meet and greet with clients prior to event with any queries and questions, further show around - and the face on event day to ensure smooth running.
• Managed social media accounts by composing content, engaging with followers in comments, monitoring activities, and researching trends.
• Controlled reservation system, making bookings, editing & organisation of system.
• Diary management for year & maintaining multiple calendars
• Coached and trained staff and monitored performance
• Full recruitment process, from job advert, sourcing employee, sorting through CV's & interview process
• Networking with all local businesses to drive sales
• Regular use of Microsoft systems to create rotas, tables & excel spreadsheets

• Politely greeted incoming passengers and provided direction to seat locations to facilitate boarding process.
• Ensured that communication was shared promptly between flight deck and cabin crew.
• Demonstrated and clearly explained safety processes and emergency procedures to passengers before takeoff.
• Attended training sessions in customer service, conflict resolution techniques and safety procedures to remain current on new requirements and procedures.
• Served food and beverages to passengers during flight, consistently complying with airline health and safety standards.
• Stocked cabin with all necessary supplies, including safety guides, air sickness bags and cleaning products after every flight.

• Coached front of house teams in delivering smooth, professional reception services.
• Streamlined administrative tasks, improving overall productivity.
• Handled appointment scheduling to ensure smooth daily operations.
• Coordinated office supplies orders to keep necessary materials available at all times.
• Handled office petty cash and maintained flawless records.
• Solved administrative and customer service issues with knowledgeable assistance and friendly support.
• Greeted incoming customers in a professional manner and provided friendly, knowledgeable assistance.
• Managed phone calls, resulting in effective communication flow within the company.