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Legally-trained account executive (m&a transactions)

Aberdeen
Bartlett Group
Account executive
Posted: 8h ago
Offer description

Bartlett Group – Leeds, England, United Kingdom (Hybrid)

Full-Time or Part-Time | Competitive Salary & Benefits



Bartlett are looking for a commercially minded and detail-oriented professional with a legal background to join our growing M&A Transactions Insurance team.


This is a fantastic opportunity for qualified solicitors or experienced corporate paralegals who want to use their legal skills in a new, forward-thinking environment - one that’s highly professional, client-focused and offers a genuine work/life balance.



The Opportunity

Working closely with the Head of M&A Transactions, you will play a central role in supporting clients involved in complex corporate deals. You’ll assess risk, review transaction documentation, and help clients navigate M&A transactions by arranging suitable insurance solutions.


You will:

- Review transaction documentation to identify and assess potential risks

- Conduct due diligence and produce clear, concise reports for clients

- Advise on and negotiate terms for Warranty & Indemnity (W&I) and related policies

- Liaise directly with clients, insurers and legal advisers to secure optimal outcomes

- Contribute to the continued growth and development of this specialist area within Bartlett


This is a non-practising legal role, but one where your legal training, attention to detail and analytical mindset will be invaluable. You’ll work closely with a team that includes several former lawyers who have successfully made the transition into this rewarding, commercial environment.



A Well-Supported Transition

Moving from law into a new sector can feel like a big step, but at Bartlett, it’s a well-trodden path. We’ve developed a clear and supportive onboarding programme specifically designed for those coming from legal backgrounds. You’ll be surrounded by experienced colleagues who’ve made the same move, and who are always willing to share their knowledge and guidance.



Why Lawyers Thrive Here

Former lawyers who’ve joined Bartlett often tell us they value:

* The commercial mindset of the work, really understanding clients’ businesses and helping them manage risk effectively
* The variety and pace, where no two transactions are the same
* The supportive and collaborative culture, with approachable colleagues at every level
* The ability to use their legal and analytical skills daily, while enjoying a more predictable workload and genuine balance



Our Ideal Candidate will have:

* A strong legal or corporate background (qualified solicitor or experienced paralegal)
* Experience advising business clients within corporate, commercial, M&A, banking, restructuring, insurance or litigation
* Excellent written and verbal communication skills
* High levels of organisation and attention to detail
* A proactive, problem-solving approach and commercial curiosity
* A collaborative mindset and enthusiasm for continuous learning



Why Bartlett

At Bartlett, you’ll be part of a close-knit, professional team combining expertise in insurance, finance and law. We pride ourselves on high standards of client service, professional integrity and mutual support.



We offer:

* Competitive salary based on experience and qualifications
* 25 days holiday (plus bank holidays) with options to purchase additional days
* 7% employer pension contribution
* Private Medical Insurance, Income Protection, and Life Assurance
* £500 annual wellbeing allowance
* Free on-site gym and electric car charging
* Dedicated professional development budget and study support
* Enhanced maternity and paternity benefits
* Cycle to Work and Electric Car Schemes
* Volunteering days and charity initiatives through the Bartlett Foundation

And more!



About Bartlett Group

Established in 1940, Bartlett is one of the UK’s leading insurance brokers and financial advisers.

Recognised for our enduring focus on clients and employees, in the last 5 years alone we have been named as UK Broker of the Year, Commercial Lines Broker of the Year, the UK’s #1 Financial Adviser in the Financial Times Top 100 and Best Employer at the Yorkshire Financial Awards.


Today, the business is proudly managed by the third generation of the Bartlett family, acting for businesses across the UK, from regional firms to large multi-national employers. With an eye to the next decade (as opposed to the next quarter), we’re perfectly placed to continue to create meaningful and enjoyable careers for our colleagues across the UK, whatever their role. And when you join Bartlett, you also help support vulnerable young people across the UK and abroad. We do this by giving 8% of our pre-tax profits to support grassroots organisations. In the last four years alone, we’ve raised over a million pounds to support some incredible causes.


Due to the volume of applications, we are unable to offer feedback to all submissions. If you have not heard from us within 14 days, you have been unsuccessful on this occasion. Bartlett is an equal opportunities employer and welcomes applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.



WE DO NOT REQUIRE ADDITIONAL AGENCY SUPPORT FOR THIS ROLE

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