Recruit UK is working on an excellent opportunity for a Financial Planning Administrator to join a highly regarded Chartered Financial Planning firm in Shrewsbury.
General
Industry: Wealth management
This firm prides itself on providing an exemplary level of client service through getting to know each and every client.
We are looking for an experienced Location Planner to work in retail, you must be experienced Location Planner in this role to apply, you will on occasion travel to Leicester
As a Location Planner, you will be responsible for combining your expertise in Location Planning and geographical knowledge with commercial understanding to provide credible recommendations that influence and inform decisions across the business.
You will set the strategy for assigned regions, considering both new space requirements and the utilisation of existing space, and utilise your strong engagement skills to achieve buy-in from the SMT.
Our client is currently looking for a Pupil Place Planning Manager to provide strategic guidance on place requirement by providing up-to-date specialist advice on all matters related to statutory responsibilities for school admissions, appeals, children missing education, school organisation and related attendance processes including pupil place planning for EY, SENDI and mainstream pupils.
Start: June/July 2024
Responsibilities
Manage, monitor and evaluate associated resources to ensure they are well used and represent value for money, in line with local policy and procedure.
Carry out reminder calls to customers for appointments
To co-ordinate and oversee the day to day operation of the Assessment Centre, managing sessions to optimise productivity and customer service, meeting and greeting all customers and visitors and working with clinical colleagues to ensure smooth running of assessments across all relevant channels.
Our Client, and 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join their established and friendly team.
Working alongside a number of Consultants, the successful candidate should have proven experience working in a similar environment with knowledge of processing Pension & Investment applications.
Full, paid training provided You can apply for this role using your mobile device (no CV needed!)
Closing date: 10-06-2024 Customer Team Member Location: 59-63 Church Street, Bishops Castle, SY9 5AD Pay: £12.00 per hour Contract: 12 hours per week regular overtime, 6 month temporary contract, part time Working pattern: Varied shifts including early mornings (store opening), afternoons, late evenings (store closing) and weekends, to be discussed at interview.
This role will also include working in our in store bakery.