At Havend, we believe good insurance and retirement planning should be clear, evidence-based, and always in the client's best interest.
We are looking for an Insurance Solutions Specialist to help us design the thinking, tools and content that power our advisory team. This role sits at the intersection of research, product evaluation and adviser enablement - ideal for someone who enjoys making complex ideas simple and practical. You will work closely with our Insurance Specialists to turn research and data into useful frameworks, tools and training that raise the bar for insurance, retirement, and legacy planning.
What you'll do
1. Develop planning frameworks
- Deepen and evolve Havend's approach to protection, retirement, and legacy planning
- Turn regulations, market trends, and consumer insights into clear, actionable planning frameworks
2. Evaluate and curate products
- Conduct product due diligence and benchmarking among peers
- Perform suitability assessments to curate a focused product listing
3. Build tools and support advisers
- Maintain and enhance Havend's planning tools, reports and templates
- Work closely with Insurance Specialists to understand real client scenarios and improve tools and frameworks
- Provide training and case discussions as a subject matter expert
4. Media Contribution
- Produce content supporting Havend's thought leadership
- Contribute articles, social media posts and media commentary on insurance and financial planning topics
Requirements:
To succeed in this role, you will be someone who:
- Has at least 1 year of experience in the insurance industry
- Has a bachelor's degree in any discipline
- Possesses strong interest in research and client-centric planning - you are passionate in backing recommendations with logic and data
- Is proficient in Microsoft Excel
- Is capable of explaining things simply and practically
- Has a growth mindset - comfortable with change and learning on the job
