Job Description

Havend is actively looking for a Solutions Specialist to build our insurance planning frameworks and thought leadership. You will play a key role in building upon Havend's philosophy on protection, retirement and legacy planning, translating evidence-based research into practical guidance, tools and training that empower our Insurance Specialists to deliver independent, comprehensive advice to clients. You will also play a crucial role in elevating the standards for product due diligence and suitability rigor and develop practitioner-grade content that sharpens best practice standards in insurance advisory.


The main functions of this exciting position include but are not limited to the following:

Research and frameworks

Deepen Havend's philosophy, frameworks and methodologies for insurance planning Conduct deep research on market trends, regulations, consumers' behaviour and their implications for comprehensive protection planning Develop adjacent domains, including retirement and legacy planning practices and methodologies

Product evaluation and governance

Perform product due diligence and benchmarking (features and value) Conduct fit-and-proper assessments to curate products suitable for recommendation

Tools, training and enablement

Maintain and enhance Havend's proprietary planning tools, reports and templates Deliver training and coaching as the subject matter expert to upskill the Insurance Specialist team

Thought leadership and content

Produce content in writing to advance Havend's thought leadership Contribute to social media and media commentary
To succeed in this role, you will be someone who:


Has a good bachelor's degree, preferably in Finance, Engineering or a related discipline Is proficient in Microsoft Excel Is passionate in empirical, evidence-based research and framework development Is analytical and detail-oriented with a growth mindset Is comfortable with change and ambiguity; adaptable and resourceful Exhibits a strong sense of professional pride, ownership and follow-through Is a strong team player Is tenacious and possesses a strong work ethic
The following would be added advanatages:


Working knowledge of insurance solutions, product structures and evaluation methods * Basic use of python for data scraping and analysis work