Insurance Planning Specialist

4 days ago


Chorley, Lancashire, United Kingdom NJR Recruitment Full time

About the Role

This exciting opportunity has arisen for an experienced Paraplanner to join a market leading National Firm of Independent Financial Planners based in Chorley.

Job Summary

The successful candidate will be responsible for supporting the wider team in all aspects of technical research and report writing.

Key Responsibilities

  • Interpreting client files to determine client needs and adviser instructions
  • Conducting research and analysis to determine suitable providers, products, and investment funds
  • Liaising with the Technical Team Leader and Compliance Team as required
  • Preparing high-quality Financial Planning Reports within agreed timescales

Requirements

  • CII exams obtained
  • Experience in writing reports
  • Ability to work accurately and efficiently under pressure

Benefits

  • Estimated salary range: £25,000 - £35,000 per year
  • Benefits include pension scheme, group life cover, and rolling sick pay scheme


  • Chorley, Lancashire, United Kingdom Forrest Recruitment Full time

    Job Title:Financial Planning SpecialistLocation:Chorley, UKJob Type:PermanentSalary:Up to £32,000 per annum (dependent on experience)Job Summary:We are seeking a highly motivated Financial Planning Specialist to join our team in Chorley. This is a great opportunity for someone with a strong background in finance to develop their skills and knowledge in...


  • Chorley, Lancashire, United Kingdom Austin Fraser Full time

    Austin Fraser, a leading housebuilding company, is seeking a talented Planning and Growth Specialist to join its team in the north of England and southern Scotland. This exciting opportunity offers the chance to shape the company's growth strategy and develop new business opportunities.About the RoleThe successful candidate will be responsible for developing...


  • Chorley, Lancashire, United Kingdom KinTec Recruitment Ltd Full time

    Are you a seasoned Senior Planning Specialist looking for a new challenge? We are currently recruiting for a planner position at KinTec Recruitment Ltd, supporting our client in Chorley.Salary range: £60,000 - £70,000 per annum + generous benefits packageKey ResponsibilitiesIn this role, you will be responsible for:Leading project planning sessions with...


  • Chorley, Lancashire, United Kingdom Penguin Recruitment Full time

    Senior Town Planning RolePenguin Recruitment is seeking a highly skilled Town Planning Specialist to join our team and take on a senior town planning role. As part of our dynamic, forward-thinking housebuilding company, you will help deliver key development projects and shape the planning process for several significant sites across the north of England and...


  • Chorley, Lancashire, United Kingdom Penguin Recruitment Full time

    About the RolePenguin Recruitment is seeking a highly skilled Urban Planning Specialist to join our team. This exciting opportunity will see you work closely with our Senior Strategic Planning Manager to develop and implement planning strategies for our portfolio sites across the north of England and southern Scotland.Key ResponsibilitiesCollaborate with the...


  • Chorley, Lancashire, United Kingdom Bureau Land Full time

    About the RoleBureau Land is seeking a skilled Financial Planning Specialist to support their team in Chorley. As a key member of the team, you will be responsible for conducting technical research and report writing.Job Description:Interpret client files to determine needs and adviser instructions.Research and analyse data to identify suitable providers and...


  • Chorley, Lancashire, United Kingdom Building Careers UK Full time

    About the JobWe are currently recruiting for an experienced Estimator and Planning Specialist to join our team at Building Careers UK. As a key member of our team, you will play a crucial role in providing expert cost estimation and planning services to support the delivery of construction projects.Job Description:Produce accurate and detailed cost estimates...


  • Chorley, Lancashire, United Kingdom Penguin Recruitment Full time

    Penguin Recruitment is currently recruiting for an experienced Development Planning Expert. This exciting opportunity offers a unique chance to contribute to the growth and success of a dynamic housebuilding company.About the JobAs a Development Planning Expert, you will work closely with our Senior Strategic Planning Manager to prepare and implement...


  • Chorley, Lancashire, United Kingdom Penguin Recruitment Ltd Full time

    Job DescriptionPenguin Recruitment Ltd is seeking a skilled Town Planner to join their team. As a key member of the company, you will be responsible for delivering high-profile development projects and shaping the planning process across the north of England and southern Scotland.Key Responsibilities:Prepare and submit strategic planning applications for...


  • Chorley, Lancashire, United Kingdom KinTec Recruitment Ltd Full time

    KinTec Recruitment Ltd is currently seeking a skilled Project Planning Manager to support our client based in Chorley. This is a unique chance to work on a Planner position with a leading COMAH infrastructure business.Remuneration: £58,000 - £68,000 per year + pension and hybrid car schemeAbout the RoleThis senior planning specialist role involves working...


  • Chorley, Lancashire, United Kingdom Penguin Recruitment Full time

    Penguin Recruitment is seeking a talented Senior Town Planner to join our team in Aberdeen. This is a fantastic opportunity to work on a diverse portfolio of projects, including urban regeneration, residential developments, and large-scale infrastructure schemes.About the Role: As a Senior Town Planner, you will take the lead on a range of planning...


  • Chorley, Lancashire, United Kingdom Penguin Recruitment Full time

    About the JobWe are seeking a skilled Town Planning Consultant to join our team as an Urban Planning Specialist. This role will see you work closely with our Senior Strategic Planning Manager to develop and implement planning strategies for our portfolio sites across the north of England and southern Scotland.ResponsibilitiesCollaborate with the Senior...


  • Chorley, Lancashire, United Kingdom Forrest Recruitment Full time

    Job Summary:A talented Management Accountant is required to join our client in Chorley. As a key member of the Finance team, you will play a vital role in supporting the business with financial reporting, bookkeeping, and payroll processing.About the Role:This is a hands-on, busy office environment where you will work closely with the Finance team to prepare...


  • Chorley, Lancashire, United Kingdom AFR Consulting Full time

    Job Title: Production Optimization SpecialistAbout the CompanyThis global food and consumer goods company operates across two sites in Lancashire, creating and distributing products worldwide.Main ResponsibilitiesSupport the company's growth strategy by optimizing production processes and logistics.Use financial data to inform business decisions and drive...


  • Chorley, Lancashire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Financial Planner SpecialistWe are a well-established, independent wealth management firm based in the UK. Our mission is to provide exceptional financial planning services to our clients.Key Responsibilities:Develop and maintain strong relationships with existing clients to provide ongoing financial guidance and advice.Work closely with our team...


  • Chorley, Lancashire, United Kingdom Red Dot Search Full time

    Unlock Career Growth with Weekly BonusesAre you looking for a role that offers fantastic career growth and weekly bonuses? This could be the perfect fit for you.What's in it for you?We offer a competitive salary of £22,308 per annum, plus weekly bonuses that average £200-£400, resulting in an estimated OTE of £35k.You'll have the opportunity to start as...


  • Chorley, Lancashire, United Kingdom Incognito Software Systems Inc Full time

    Job Title: Financial Operations SpecialistWe are seeking an experienced Financial Operations Specialist to join our finance team in the UK and Ireland. As a key member of our team, you will play a critical role in supporting our businesses across these regions.About the Role:This is a Group support role that requires a positive and proactive attitude with...


  • Chorley, Lancashire, United Kingdom Adept Services Ltd Full time

    We are seeking a highly skilled Multi-Site Maintenance Specialist to join our team at Adept Services Ltd in the north west of England. As an Electro-Mechanical Service Technician, you will be responsible for carrying out routine preventative maintenance to avoid downtime, responding to equipment breakdowns within agreed service times, and performing service...


  • Chorley, Lancashire, United Kingdom Vernacare International Full time

    Job Title: Inventory Management SpecialistWe are seeking an experienced Inventory Management Specialist to join our team at Vernacare International. The successful candidate will be responsible for maintaining accurate inventory records, monitoring stock levels, and implementing efficient stock control procedures.Main Responsibilities:Receiving, storing, and...


  • Chorley, Lancashire, United Kingdom Penguin Recruitment Full time

    Land Development Specialist OpportunityPenguin Recruitment is looking for a skilled Land Development Specialist to prepare and submit planning applications, promote land through Local Plans, and coordinate with stakeholders to ensure successful site delivery.