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Account Executive - Financial Institutions, bradford
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Client:
Location:
bradford, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Views:
3
Posted:
26.08.2025
Expiry Date:
10.10.2025
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Job Description:
Bartlett are looking for an ambitious and confident professional to join their Financial Institutions Insurance division. The Financial Institutions Insurance division is responsible for arranging insurance covering professional errors and omissions and the personal liability of senior management for companies operating in the Financial Services sector (i.e. Professional Indemnity, Directors’ & Officers’, Crime and Cyber insurance).
As a key member of the team, you will have autonomy over a significant book of highly sophisticated and professional clients and will be the main point of contact, responsible for arranging and servicing their insurance requirements.
You will have:
* excellent communication, negotiation and people skills and be capable of developing and maintaining long-term personal relationships;
* a professional, flexible work ethic and desire to invest in professional development via both formal and informal training;
* 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 a team of experienced insurance, finance and legal professionals. 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.
Core responsibilities:
* Autonomously manage client relationships and accounts, providing the highest standard of service
* Review of client underwriting information, conducting detailed client due diligence/KYC to wholly understand their business and insurance requirements
* Broking to the London/Lloyds financial institutions insurance market and negotiating best available insurance terms for the client
* Preparing policy documentation and information documents for the client and slips for the insurer (with appropriate business support)
* Continuing development of 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 a first-class or 2:1 degree, preferably in a relevant subject matter e.g. Finance, Maths, Economics or Law
* Minimum of 3 years professional experience in a client-focused role
* Minimum Diploma CII qualified (or similar level in another professional qualification, including practising legal qualification)
* Reliable and trustworthy with i.e. strong work ethic, presentable, approachable, engaging, a well-rounded personality and a “can-do” attitude
* An eagerness to continually learn and succeed
Person Specification - Ideal Criteria:
* Clear client focus and commitment to providing an outstanding professional service
* Ability to build rapport with an eclectic mix of professional senior individuals
* High levels of attention to detail, time management and organisation
* High quality spoken and written communication 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
* Intermediate technical sector and product knowledge and desire to develop further
Rewards:
We offer very competitive salaries and a market leading benefits package.
* Competitive salary (based on experience and professional qualifications)
* Generous holiday allowance starting at 25 days plus bank holidays, with the ability to purchase more days and volunteering days
* 7% employer pension contributions
* Private Medical Insurance
* Income Protection
* Life Assurance
* Cycle to Work Scheme
* Free Onsite Gym
* £500pa wellbeing allowance to spend on health related items (including our inhouse personal trainers/health apps/health screenings/books/subsidised yoga classes/dedicated wellbeing team)
* Electric Car Scheme with free onsite electric charge points
* Dedicated professional training budget
* Staff discounts on insurance products and financial planning services
* Enhanced maternity and paternity
* and more
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, unfortunately your application has not been successful on this occasion.
Bartlett is an equal opportunities employer and welcomes applications from all suitably qualified individuals, regardless of race, sex, disability, religion or belief, sexual orientation, or age. We actively encourage applications from people of all backgrounds and identities, and are committed to fostering a diverse, equitable, and inclusive workplace.
If you require any adjustments or accommodations during the application or interview process, whether related to a disability, neurodiversity, or any other need, please let us know. We are committed to ensuring a fair and supportive experience for every candidate
WE DO NOT REQUIRE ADDITIONAL AGENCY SUPPORT FOR THIS ROLE
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