Financial Wellness Specialist

4 days ago


Cardiff, Cardiff, United Kingdom Legal & General Full time
About the Position

We're seeking a talented Financial Wellness Specialist to join our dynamic team. This exciting opportunity allows you to leverage your expertise in protection product underwriting to create positive outcomes for our customers. Your primary goal will be to accurately assess and document life and disability risks, ensuring seamless support for our clients.

Responsibilities

As a Financial Wellness Specialist, your core duties will involve:

  • Assessing customer applications to identify potential risks and determining suitable terms for coverage
  • Evaluating complex data to ensure accurate documentation and informed decision-making
  • Communicating effectively with customers, providing clear explanations and guidance throughout the process
  • Developing and maintaining expert knowledge of relevant laws, regulations, and industry standards
Requirements and Qualifications
  • Advanced degree-level qualifications in a relevant field, such as finance or business
  • Substantial experience in protection product underwriting or a related field
  • Outstanding analytical and problem-solving skills, with attention to detail and accuracy
  • Excellent written and verbal communication skills, with the ability to build rapport with diverse stakeholders
Benefits
  • A competitive base salary of approximately $70,000 - $90,000 per annum
  • A comprehensive benefits package, including private medical insurance, pension contribution, and more
  • Ongoing training and development opportunities to enhance your skills and career
About Us

L&G is a leading financial services group, dedicated to creating brighter financial futures for our customers. Our mission is to deliver exceptional value through innovative solutions, robust processes, and expert advice. Join our vibrant community, and you'll become part of a collaborative environment where diversity, inclusion, and creativity flourish.



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