- Our team is the largest and fastest growing insurance division within the Bartlett Group - the team has grown from 4 to 12 individuals and from 50 clients to 350 clients over the past c.5 years
- We boast a first-class product offering with market leading and sustainable USPs (demonstrated by our 99%+ client retention and 90% new business conversion rates)
- Incredibly detail focused in every area, building strong and personal relationships with clients
- Our insurance market reputation (with both clients and insurers) is unrivalled
- We provide outstanding career development and progression opportunities
- Our offices are in Leeds (HQ), London and Manchester (and the Bartlett Group also has offices in the USA, Germany, Hong Kong and Australia)
- Very professional and high calibre of client
- Primarily investment managers, hedge funds, private equity houses, corporate financiers and stockbrokers managing assets (typically £1bn+) for global investors
- 90% are based in London (principally Mayfair or in the city)
- Our primary points of contacts are head of finance, head of legal or partners/directors (highly sophisticated and professional individuals)
- Support the AEs to manage client relationships and accounts whilst attending client meetings with the AE when required
- Request and review underwriting information from clients, conducting detailed client due diligence/KYC (our core USP), whilst understanding their insurance requirements
- Broking to the London/Lloyds FI insurance market to secure insurance terms for the client
- Preparing policy documentation and information documents for the client and slips for the insurer, in consultation with the AEs
- Ensure all client details are recorded accurately on internal systems
- Respond to queries from both clients and insurers in a pro-active manner, whilst keeping AEs informed as appropriate (ensure a high standard of service is always provided)
- Developing detailed technical knowledge of the financial institutions sector, financial lines insurance products and the insurance market
- Developing and maintaining good working relationships with both team members and the insurance market
- A strong educational background including an expectation/achievement of a first-class or 2:1 degree, preferably in a relevant subject matter e.g. Finance, Maths, Economics or Law
- Minimum of 3 months office and client facing experience (preferably professional clientele e.g. non-retail)
- Reliable and trustworthy with a professional demeanour and attitude i.e. strong work ethic, presentable, approachable, engaging, a well-rounded personality and a "can-do" attitude
- An eagerness to succeed, self-motivated and team-spirited
- High levels of attention to detail, time management and organisation
- High quality spoken and written communication skills
- An eagerness to learn and an inquisitive nature
- Strong customer service, communication and negotiation skills
- Ability to remain calm under pressure and manage multiple enquiries simultaneously
- Problem solver, demonstrating initiative and commerciality
- Being known for candour, authenticity and transparency
- A highly competitive salary
- Fully paid professional memberships and CII qualifications as part of the "Bartlett Academy"
- Company pension scheme (7% contribution)
- Private medical insurance, life assurance and income protection scheme
- Use of onsite gym (which includes Peloton equipment) and subsidised personal training sessions and yoga classes
- Regular social events including quarterly company drinks and "pop-up" restaurants
- Work-life balance that incorporates agile and flexible working practices
-
Graduate - Financial Institution Insurance
1 week ago
Bartlett Group Leeds, United KingdomJob Description · Bartlett are looking for an ambitious and confident Graduate to join their Financial Institutions Insurance division. The Financial Institutions Insurance division is responsible for arranging insurance covering professional errors and omissions and the person l ...
-
Graduate - Financial Institution Insurance
3 weeks ago
Bartlett Group Leeds, United KingdomJob Description · Bartlett are looking for an ambitious and confident Graduate to join their Financial Institutions Insurance division. The Financial Institutions Insurance division is responsible for arranging insurance covering professional errors and omissions and the person l ...
-
Graduate - Financial Institution Insurance
5 days ago
Bartlett Group leeds, west yorkshire, United KingdomBartlett are looking for an ambitious and confident Graduate to join their Financial Institutions Insurance division. The Financial Institutions Insurance division is responsible for arranging insurance covering professional errors and omissions and the person liability of senior ...
-
Graduate - Financial Institution Insurance
1 week ago
Bartlett Group Leeds, United KingdomBartlett are looking for an ambitious and confident Graduate to join their Financial Institutions Insurance division. The Financial Institutions Insurance division is responsible for arranging insurance covering professional errors and omissions and the person liability of senior ...
-
Graduate - Financial Institution Insurance
1 week ago
Bartlett Group Leeds, United KingdomBartlett are looking for an ambitious and confident Graduate to join their Financial Institutions Insurance division. The Financial Institutions Insurance division is responsible for arranging insurance covering professional errors and omissions and the person liability of senior ...
-
Graduate - Financial Institution Insurance
1 week ago
Bartlett Group Leeds, United Kingdom InternBartlett are looking for an ambitious and confident Graduate to join their Financial Institutions Insurance division. The Financial Institutions Insurance division is responsible for arranging insurance covering professional errors and omissions and the person liability of senior ...
-
Graduate - Financial Institution Insurance
1 week ago
Bartlett Group Leeds, United Kingdom InternBartlett are looking for an ambitious and confident Graduate to join their Financial Institutions Insurance division. The Financial Institutions Insurance division is responsible for arranging insurance covering professional errors and omissions and the person liability of senior ...
-
Graduate - Financial Institution Insurance
2 weeks ago
Bartlett Group Leeds, United KingdomBartlett are looking for an ambitious and confident Graduate to join their Financial Institutions Insurance division. The Financial Institutions Insurance division is responsible for arranging insurance covering professional errors and omissions and the person liability of senior ...
-
Graduate - Financial Institution Insurance
1 week ago
Bartlett Group Leeds, United KingdomBartlett are looking for an ambitious and confident Graduate to join their Financial Institutions Insurance division. The Financial Institutions Insurance division is responsible for arranging insurance covering professional errors and omissions and the person liability of senior ...
-
Graduate - Financial Institution Insurance
1 week ago
Bartlett Group Leeds, United KingdomBartlett are looking for an ambitious and confident Graduate to join their Financial Institutions Insurance division. The Financial Institutions Insurance division is responsible for arranging insurance covering professional errors and omissions and the person liability of senior ...
-
Buildings Risk Surveyor
2 weeks ago
Nixon Allen Limited Leeds, United KingdomWorking on behalf of a global, insurance broker and well known major brand in the Insurance and Risk Management Sector. · **The Role** · The role involves conducting detailed surveys, producing reports and liaising with the broking team inorder that they can utilise reports to ar ...
-
Corporate Broker
2 weeks ago
Bell & Co Professional Recruitment Ltd Leeds, United KingdomWe are supporting a leading, chartered independent broker who have a number of exciting opportunities within their specialist Financial Institutions division, which would suit those looking to move from a general commercial environment. · One of these roles is for an Account Hand ...
-
People and Organisation Consultant
3 weeks ago
Arup Leeds, United Kingdom**Closing Date: 3rd February** · **Why Arup?** · Across the built environment and infrastructure sector, large and complex organisations are delivering critical national services, from rail networks to energy grids or water systems. It's a sector that values high performance whil ...
-
Team Leader
3 weeks ago
Aston Charles Leeds, United KingdomAs a result of exciting growth, this global-leading insurance broker is seeking a talented Team Leader within its Leeds city centre office. · Our client is very much a household name company; a business whose client list also includes some of the most well-known organisations acr ...
-
Team Leader
2 weeks ago
Aston Charles Ltd Leeds, United Kingdom**As a result of exciting growth, this global-leading insurance broker is seeking a talented Team Leader within its Leeds city centre office.** · Our client is very much a household name company; a business whose client list also includes some of the most well-known organisations ...
-
Kennedys Leeds, United KingdomKennedys is looking for an Associate and a Senior Associate in Kennedys' newly established Professional Liability team in our Leeds office. This is an exciting opportunity to join our highly regarded and growing Professional Liability team which is located in our Leeds, Birmingha ...
-
Employee Benefits Consultant
3 weeks ago
Financial Careers Ltd Leeds, United KingdomThis is a great opportunity for a bright and ambitious individual to join a high-growth Leading IFA advisory business as an Employee Benefits Consultant. They are based in West Yorkshire and have been established for many years. · Providing unrestricted advice and access to a wid ...
-
Regulatory Reporting Manager
3 weeks ago
BCT Resourcing Leeds, United KingdomThe role requires a high level of interaction with other business units and finance functions. This role would be ideal for a qualified accountant with solid insurance experience. · **Responsibilities**: · - Responsible for the completion of specific Solvency II Pillar 3 reportin ...
-
Group Treasury Assistant
2 weeks ago
JM Glendinning Insurance Brokers Leeds, United Kingdom**About Us** · JMG Group is a Private Equity backed insurance broking group based in Guiseley, West Yorkshire with regional office representation around the UK. We are a top 30 broker, growing rapidly having completed numerous acquisitions and doubled in size since we completed o ...
-
Construction and Projects Lawyer
1 week ago
Interlink Talent Solutions Leeds, United KingdomWe are currently looking to recruit a talented Projects lawyer with 5+ PQE to join our expanding Construction and Projects Solutions (CAPS) Team in Leeds. · The Firm/ Team · - This firm are a market-leading practice in Leeds and the team is a tier 1 practice with an unrivalled re ...
Graduate - Financial Institution Insurance - Leeds, United Kingdom - Bartlett Group
Description
Bartlett are looking for an ambitious and confident Graduate to join their Financial Institutions Insurance division. The Financial Institutions Insurance division is responsible for arranging insurance covering professional errors and omissions and the person liability of senior management (i.e. Professional Indemnity, Directors' & Officers', Crime and Cyber insurance) for companies operating in the Financial Services sector.
Ensure all your application information is up to date and in order before applying for this opportunity.As one of the junior members of the team, you will support the Account Executives (AE) who advise our highly sophisticated and professional clients on their insurance arrangements. You will have an inquisitive and problem-solving mentality, a proactive attitude, and the skills to manage a wide variety of different tasks and responsibilities to deadlines.
You will be surrounded by, and learn from, a team of experienced finance, insurance and legal professionals and develop valuable skills, financial institution knowledge and insurance expertise. You will gain professional qualifications with the Chartered Institute of Insurance ("CII") as a member of the "Bartlett Academy" training programme. Your agile working environment will be an ultra-modern, newly refurbished office complete with outstanding technology/equipment and an on-site gym. You will be rewarded with a highly competitive salary and benefits package.
We are committed to working for the benefit of our clients, colleagues and the company. We expect you to be an excellent ambassador for our company displaying our core values of impact, passion, innovation, curiosity, courage, kindness, and integrity.
The Financial Institutions Division
Client Base:
Core responsibilities:
Person Specification - Essential Criteria:
Person Specification - Ideal Criteria:
Employee Benefits
Bartlett is an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.
No agency support is required for this vacancy.
The closing is Friday 28th June 2024.