Recruitment Assistant - Banks Morgan Recruitment - Shrewsbury

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• Career Poster

  

  Financial Planning Administrator / IFA Administrator

  27 days ago

  Shrewsbury

  Financial Planning Administrator /IFA AdministratorShrewsbury, Shropshire£30,000 £40,000 DOEFull Time | Permanent | Office BasedJoin an Award-Winning Financial Planning TeamWe are seeking an experienced Financial Planning Administrator to join a highly respected independent financial planning firm based in Shrewsbury.This position would suit an individual who enjoys being part of a professional advice team and takes pride in delivering exceptional service to both clients and colleagues.You will be joining a business that has built its reputation on technical excellence, professionalism and long-term client relationships. The firm has received numerous industry accolades, including STEP Financial Adviser Team of the Year, and was selected by NS&I to provide professional financial advice to monthly £1 million Premium Bonds jackpot winners.Working closely with Financial Planners and Paraplanners, you will play a key role in supporting the delivery of high-quality financial planning advice and maintaining outstanding client service standards.The RoleResponsibilities will include: Processing new business and provider applicationsManaging client reviews and ongoing servicing requirementsObtaining policy information and Letters of AuthorityMaintaining accurate client records and CRM systemsLiaising with clients, providers, advisers and paraplannersSupporting fund switches, withdrawals and transfersAssisting with Anti-Money Laundering (AML) checks and client due diligencePreparing documentation and reports for client meetingsMonitoring outstanding requirements and progressing cases efficientlyEnsuring all administration is completed in line with FCA regulations and internal compliance proceduresAbout YouYou will ideally have experience working within a Financial Planning, Wealth Management or IFA environment and understand the importance of accuracy, client care and attention to detail.You will possess: A minimum of 2 years experience within Financial Services AdministrationKnowledge of pensions, investments and protection productsExcellent organisational and administrative skillsStrong communication skills, both written and verbalHigh levels of accuracy and attention to detailExperience using financial planning platforms and back-office systemsA sound understanding of compliance and regulatory requirementsDesirable Experience O&M, Morningstar or SelectapensionQuilter, Transact, 7IM or similar platformsCashcalc, Voyant or other cashflow modelling softwareWorking towards, or interested in studying for, professional qualificationsWhy Join Us? Salary £30,000 £40,000 depending on experienceSupportive and collaborative working environmentSupport to attain DipFS of Chartered Progression to Paraplanner or AdviserExposure to a wide range of financial planning casesModern offices with free on-site parkingCompany pension scheme22 days holiday plus bank holidaysEarly finish every FridayWorking HoursMonday to Thursday: 8.45am 5.30pm Friday: 8.45am 1.15pmThis is an opportunity to join a firm where quality matters, client relationships are valued and support staff play a central role in delivering an exceptional client experience.Apply NowTo apply for the Financial Planning Administrator / IFA Administrator role based in Shrewsbury , please submit a copy of your CV and covering letter using the apply button provided.TPBN1_UKTJ

• Prince Personnel Limited

  

  HR Advisor

  8 days ago

  Shrewsbury

  HR Advisor Shrewsbury Permanent Salary up to £33,000 plus excellent benefits Monday to Friday 9 am to 5 pm An established national organisation is seeking an experienced Employee Relations Advisor to join its growing people team. This is an excellent opportunity for someone who enjoys working in a fast-paced environment, managing a varied caseload and partnering with managers to provide practical, comm... ZIPC1_UKTJ

• Premier Jobs UK Limited

  

  IFA Administrator

  20 days ago

  Shrewsbury

  Are you an experienced Financial Services Administrator looking for your next opportunity in Shrewsbury? This Financial Services Administrator job offers the chance to join a well-established local firm where you can make a real impact.As a Financial Services Administrator, you'll be supporting 2 Financial Advisors alongside a Paraplanner, playing a key role in delivering excellent service to clients. This is a varied and rewarding position where you'll be involved throughout the full financial planning process, whether that's wealth management or mortgage administration.Your responsibilities as a Financial Services Administrator will include: Building strong client relationships - welcoming clients to the office, liaising with them to organize meetings, and following up on outstanding informationMeeting preparation preparing client files ahead of time and liaising with the Financial Advisors to identify upcoming tasksProcessing issuing LOAs, submitting business, and updating the CRM system (Intelliflo)Provider liaison chasing providers for outstanding items to keep cases moving forwardThis is an excellent opportunity for a Financial Services Administrator who wants to develop their career. The company is committed to professional development, as demonstrated by their current Paraplanner who started as an Administrator with the firm.Financial Services Administrator RequirementsEssential: Experience as an IFA Administrator, Mortgage Administrator, or similar Financial Services Administrator roleDesirable: Intelliflo experience would be idealEssential: Ability to manage multiple tasks and complete within agreed timescalesDesirable: Experience in either wealth management or mortgage administration (training can be provided in the other area)T he Company This long-established Independent Financial Advisory firm has built a strong reputation in the Shrewsbury area. Their close-knit team of circa 8 people enjoy working together, with many team members having been with the firm for 10+ years, demonstrating the positive working environment.Financial Services Administrator Benefits Salary of up to £32,000 depending on experience25 days holiday + bank holidays - Pension scheme37.5 hours per week (part-time arrangements would be considered)Flexible start/finish times if desiredMainly office-based roleLocation- Shrewsbury Ready to take the next step in your career? Click Apply to find out more about this Financial Services Administrator opportunity. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.TPBN1_UKTJ

• Staffline Operations

  

  Sales Ledger Admin

  3 days ago

  Shrewsbury

  Do you have excellent communication and interpersonal skills? We're looking for motivated individuals to join our team and help us deliver high-quality service to our customers every day.Staffline is recruiting Sales Ledger Administrators in Shrewsbury for our client, one of Europe's leading food processors, which provides quality beef to thousands of customers across the world.The rate of pay is £15.28 per hour.This is a full-time role working Monday to Friday , and the hours of work are:- Monday to Thursday 8:30am to 5pm, including an hour unpaid lunch.- Friday 8:30 am to 4pm, including an hour unpaid lunch.Your Time at WorkAs a Sales Ledger Administrator you duties and responsibilities include:- Resolving Customer claims and tracking/raising credits where necessary.- Supplier statement reconciliations.- Processing card payments for cash and staff sales, with daily reporting to Head Office.- Monthly Sales Ledger analysis and calculation of credit note reserves.- Raising manual invoices and Farmer payment requisitions.- Offal and By-Product reporting.- Liaising with Customers, Head Office and Account Managers.- Compiling weekly and daily reports as required- Holiday and absence cover as required within the department.- Attend meetings when required by the manager.- Liaise and communicate with colleagues and departments.- Help resolve any purchase invoice/credit queries.- Complete all on-the-job training.- Be aware of safety procedures at all times.- Ad hoc duties requested by your Manager.Our Perfect WorkerKnowledge & Experience:- Previous administration experience is desirable.- Excellent communication and interpersonal skills.- Strong planning and organisational skills, demonstrating flexibility towards changing business demands.- Proactive, dynamic and motivational with the ability to deliver results in a fast paced, pressurised environment.Key Information and Benefits- Earn £15.28 p/h- Monday to Friday- Temp to perm opportunity- OnSite support from Staffline- Canteen on site- Free car parking on site- Free hot drinks- Full training provided- PPE providedJob Ref: 1ABSAbout StafflineStaffline is the UK's largest recruitment solutions partner, enabling over 35,000 people into good work every week. We operate at more than 420 customer sites across England, Scotland and Wales.As one of the most established recruitment agencies in Nottingham with operations across the UK, we specialise in connecting businesses with temporary and permanent jobs across warehouse & logistics, food and drink, aviation, driving, technical & engineering, manufacturing & automotive and security.Important Information- Staffline and its subsidiaries do not charge any recruitment or job-seeking fees at any stage of the hiring process.- This job advert may not be copied, imitated, or used, in whole or in part, by third-party websites, without prior written consent from Staffline.- Our job adverts are correct at the time of publication, but some details and job responsibilities are subject to change.TPBN1_UKTJ

• Serco Leisure

  

  Receptionist - Leisure Solutions Community Trust, Shrewsbury

  2 days ago

  Shrewsbury

  Permanent, Part-Time, 15 hours per week, Friday 5. Discounts across around 1,000 retailers, from food and clothing to days out, entertainment, travel, and gym equipment. As well as checking eligibility to work in the UK, you will also complete an.

• Seymour John Ltd

  

  HR Advisor

  3 days ago

  Shrewsbury

  HR Advisor | Permanent | Shrewsbury | Office Based with occasional local travel/working from home if required at times | Salary £34,530 - £38,367 | Full time The Company Seymour John are exclusively partnering with a leading organisation to appoint a People Services Advisor. Offering a unique blend of professional development, meaningful work and an exceptional workplace culture, this role presents an excellent opportunity for an HR professional looking to make a tangible impact within a respected and purpose-driven organisation. As the organisation continues to invest in its people and culture agenda, they are seeking a People Services Advisor to join their dedicated HR team. This is a fantastic opportunity for an experienced HR professional who enjoys building relationships, supporting managers and helping to create an engaged, inclusive and positive working environment. The Opportunity In this role, you will play a key part in delivering a responsive, professional and values-led HR service across the organisation. Working closely with managers and colleagues, you will provide practical advice and support on a broad range of people matters while helping to ensure HR processes are delivered efficiently, consistently and in line with employment legislation and best practice. Key responsibilities will include: Providing day-to-day HR advice and guidance to managers, employees and volunteers Supporting employee relations ma...

• Prince Personnel

  

  HR Advisor

  3 days ago

  Shrewsbury

  HR Advisor Shrewsbury Permanent Salary up to £33,000 plus excellent benefits Monday to Friday 9 am to 5 pm An established national organisation is seeking an experienced Employee Relations Advisor to join its growing people team. This is an excellent opportunity for someone who enjoys working in a fast-paced environment, managing a varied caseload and partnering with managers to provide practical, commercial and legally compliant employee relations advice. The role offers a high degree of autonomy and responsibility, supporting a designated region of the UK while working remotely or on a hybrid basis. You'll become a trusted advisor to managers, helping them navigate employee relations matters while coaching and developing their confidence to manage situations effectively themselves. If you enjoy problem-solving, prioritising competing demands and building strong working relationships, this could be an excellent next step in your HR career. The Role: As Employee Relations Advisor, you will support managers across a wide range of employee relations matters, ensuring issues ...

• Prince Personnel

  

  Reception Administrator

  3 days ago

  Shrewsbury

  Reception Administrator Shrewsbury On site parking Temp-to-Perm £26,000 DOE Monday-Friday 8:30am-5pm 37.5 hours per week Prince Personnel are working in partnership with a well-established and prestigious business with an exemplary reputation, in their search for a Reception Administrator. In the role you will act as the first point of contact for the business and manage the reception area, in addition to this you will provide admin support to other areas of the business such as HR, Finance and Customer Service. Responsibilities and duties will include, but not limited to: Reception Duties • Answer telephone calls and direct to the relevant person/department., • Maintain accurate and up-to-date telephone listings on the company intranet and on the phone system., • Manage the reception area, maintain security of doors and manage visitor records/fire lists., • Welcome and greet customers, suppliers and visitors. Sign them in and field them to the relevant personnel. Ensure they are looked after until they are collected., • Open and distri...