Financial Services Specialist

6 days ago


Llanelli, Carmarthenshire, United Kingdom Benefact Group plc Full time
About the Role

We seek a highly skilled Financial Services Specialist to join our Lloyd & Whyte team, enhancing the breadth of expertise and capability within our Community Broking division.

This appointment will play a pivotal role in shaping the future of our organisation, building upon existing strengths and driving innovation within the sector.

Primary Responsibilities:
  • To be responsible for conducting thorough policy administration, guaranteeing seamless delivery to our customers.
  • Emphasise strong client relations, taking proactive measures to deepen understanding and resolve any issues promptly.
  • Work closely with the wider team to leverage collective strengths and enhance overall performance.
  • Engage actively with various stakeholders to promote cross-functional cooperation and cohesion.
  • Maintain high standards of documentation, continuity, and integrity throughout policy-related activities.
  • Develop a deep understanding of market dynamics and emerging trends to foster strategic growth initiatives.
  • Take ownership of escalating matters promptly and ensure direct contact with the right individuals or teams whenever necessary.
  • Follow internal procedures closely and elevate awareness of regulatory expectations wherever possible.
  • Excel in fostering healthy professional networks within the company while reinforcing positive connections with partners and customers.
Essential Knowledge and Abilities:
  • Demonstrable commitment to our company values: Fun, Supportive, Professional, Partnership-oriented and Ambitious.
  • The capacity to navigate the commercial and technical aspects of the position efficiently.
  • Technical expertise within relevant domains.
  • Business acumen.
  • Relationship-building and interpersonal skills.
  • Professional certification relevant to the role would be beneficial but is not essential.
  • Product knowledge and content related to specified areas of the job.
  • Elaborate written and verbal communication style.
  • Capacity for learning and adapting quickly to changes within the work environment.
Perks and Benefits:
  • Flexible annual leave entitlements and public holidays.
  • Numerous group-wide pension plans and saving options.
  • Bespoke wellness packages.
  • Individual travel arrangements and reimbursement schemes.
  • Institutional sponsorships for courses and personal development.
  • Personal charitable allocations via 'MyGiving' initiative.
  • Active diversity and inclusion strategies supporting inclusivity and accessibility.
  • Industry-specific webinars and networking events.
About Us:

Beneact Group provides innovative and inclusive solutions to society's biggest challenges, guided by its unwavering commitment to social responsibility.

We value sustainability, transparency, and equality, consistently striving for excellence in everything we do.



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