Installation Planner

Based at:HartleburyTransport Office

Reporting to:Distribution Manager

Job Purpose:

To manage and coordinate all aspects ofproductinstallations, ensuring that in-house and third-partyresourcesare efficientlyallocated, customer requirements are met, and all internal processes, reporting, and compliance obligations aremaintained.

Key Responsibilities:

Installation Coordination:

• Allocate daily work to installation teams and third-party contractors, ensuring full coverage or suitable alternative assignments.
• Schedule all home installation orders with customers.
• Liaise with transport to organise delivery of scheduled installations.
• Monitor andmaintainjob completion records, including on-site visits when necessary.

Contractor & Team Management:

• Take calls from fitters and contractors to resolve concerns or issues.
• Manage relationships with contractors across the UK, including OBS, Service Team/PureGB,FlatPackProfessionals, and WestMidsInstalls.
• Regularlyidentifyand onboardadditionalcontractors in under-served regions.
• Ensure contractor compliance with Health & Safety requirements, training, and driving assessments.

Internal Liaison:

• Assistwith queries in the Installation inbox and support Customer Servicesregardingproduct issues.
• Liaise with Sales, Marketing, and NPD departments on internal work or external events (shows, stores).
• Coordinate with Health & Safety on required training.

Procurement & Accounts:

• OverseeDocuwareinvoices for supplier purchases and business accounts (Screwfix, Travis Perkins, fuel, vans, hotels).
• Manage PPE and uniform ordering for all installers.
• Oversee and reconcile monthly credit card statements and P&L reports.
• Manage toll accounts and other operational costs.

Fleet & Equipment Management:

• Book van servicing and repairs as needed.
• Manage contracts with ALD and Northgate.

Reporting & Administration:

• Prepare weekly installer hours spreadsheet andsubmitto payroll.
• Proof-check P&L and Installation Revenue spreadsheets to ensure accuracy of job costs and revenue allocation.
• Assistwith annual budget preparation.

Skills & Competencies:

• Strong organizational and multitasking abilities.
• Excellent communication and relationship management skills.
• Proficiencyin Microsoft Office (Excel, Word) and familiarity with ERP/accounting systems (Docuwarepreferred).
• Attention to detail and accuracy in reporting.
• Ability to work independently and under pressure.
• Knowledge of Health & Safety regulations and compliance requirements.

Experience & Qualifications:

• Previousexperience in operations, installation coordination, or contractor management preferred.
• Experience managing teams, scheduling, and coordinating field-based operations.
• Familiarity with vehicle fleet management and procurement processesadvantageous.

Key Accountabilities:

• Ensure all installation jobs are scheduled andallocatedefficiently.
• Maintainaccuraterecords of installations, resources, and costs.
• Resolve customer and contractor queries promptly.
• Monitor contractor performance and compliance.
• Contribute to the accuracy of financial reporting and budget tracking.

Benefits:

You will benefit from a full induction programme and training. Competitive remuneration packages include a BHSF Health Cash Plan, Discounts and Cashback in shops and other places nationwide, discounts on gym membership, and access to a 24/7 Employee Assistance Programme.

A full list includes:

• Your 21st, 50thand 60thbirthday off (when falling on a workday)
• Your own or childs graduation off (as above)
• Online Training Courses to suite your role and business needs
• Staff discounts
• Employee Intranet and Wellbeing Hub
• Access to our company benefits portal offering 24/7:
• Free Telephone Counselling Support
• Personal legal and financial information
• Health advice for medical and wellbeing issues
• Access to Dental Insurance and Health Cash Plans
• Mygym discounts
• Cashback for major brands
• Workplace Individual Savings Accounts (ISA)

Our Worcestershire office is commutable from Birmingham, Worcester, Kidderminster, Cheltenham, Evesham, Droitwich, Bromsgrove.

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