Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Conduct client research and create clear risk profiles for financial institutions.
- Company: Join Bartlett, a leading insurance broker with a focus on expertise and client service.
- Benefits: Enjoy competitive salary, 25 days holiday, private medical insurance, and professional development support.
- Why this job: Develop your expertise in finance while making a real impact in the insurance sector.
- Qualifications: Degree in Economics, Finance, or related field; 1-2 years experience in financial services preferred.
- Other info: Be part of a supportive team with excellent career growth opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Bartlett are seeking a technically strong and commercially aware 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). You will have direct responsibility for client discovery and documentation to aid our technical value proposition, with a core focus on providing knowledge transfer and training to colleagues in these areas.
Core roles and responsibilities:
- Being an FI sector technical expert within the division
- Client discovery/research - conducting detailed client discovery and fact-finding (working alongside colleagues who manage client relationships) to understand business models, exposures, and risk profiles
- Client documentation - producing bespoke written reports translating complex financial instruments, trading strategies, and fund structures into clear risk profiles to create compelling narratives for underwriters
- Team and client training and guidance notes on all of the above areas (core focus on mentoring, coaching and empowering team members)
- Risk exposure analysis and horizon watching within the financial institutions sector
- Developing and maintaining good working relationships with team members, clients and counterparties
What you’ll develop:
- Enhanced sector expertise in financial institutions (hedge funds, PE, corporate finance)
- Insurance market knowledge across D&O, PI, Crime and Cyber policies
- Technical writing and presentation skills
- Mentoring and knowledge transfer capabilities
- Exposure to client fact-finding and discovery work
Person specification:
- Degree in Economics, Finance, Accounting, or a closely related discipline (or demonstrably equivalent professional experience; Masters advantageous)
- 1–2 years’ experience within financial services, such as banking, asset management, private equity or consulting, with exposure to complex financial activities
- Strong working understanding of how financial institutions operate, including business models, governance and risk considerations
- Practical understanding of financial instruments, fund structures or investment strategies, with the ability to explain these clearly in writing
- Highly analytical and detail-oriented, with a naturally inquisitive approach to understanding risk and complexity
- Exceptional written communication skills, with proven ability to translate complex financial concepts into clear, structured narrative
- Comfortable taking ownership of workstreams and contributing beyond core responsibilities in support of team and business objectives
- Experience producing high-quality analytical reports, papers or presentations for internal or external audiences
- Exposure to risk management, compliance, legal or control functions within financial services
- Awareness of the insurance market or financial institutions risk transfer (full technical insurance training will be provided)
- Strong alignment with Bartlett’s core values of Expertise & Excellence, Teamwork, Continuous Improvement and Client Centricity
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 Bartletts, acting for businesses, charities and individuals across the UK - from regional manufacturing firms to large financial institutions. Our private clients include families we have worked with for generations. 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. Alongside our financial service offerings, we’ve also developed the Bartlett Foundation, a charitable entity which has raised over £1m in the last four years.
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 race, sex, disability, religion or belief, sexual orientation or age. If you require any reasonable adjustments or support during the application process, please let us know and we will be happy to help. We do not require additional agency support for this role.
Financial Institutions Research Analyst in Leeds employer: Bartlett Group
Contact Detail:
Bartlett Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Institutions Research Analyst in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you to someone at Bartlett.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of financial institutions and insurance markets. Make sure you can confidently discuss complex financial concepts and how they relate to risk management—this will show you're the expert they're looking for!
✨Tip Number 3
Don’t just wait for job openings—be proactive! Visit our website regularly and apply directly through it. This shows initiative and gives you a better chance of standing out from the crowd.
✨Tip Number 4
Practice your technical writing skills. Being able to translate complex information into clear, structured narratives is key for this role. Try drafting reports or presentations on financial topics to sharpen your skills before the big day!
We think you need these skills to ace Financial Institutions Research Analyst in Leeds
Some tips for your application 🫡
Show Off Your Writing Skills: Since this role requires exceptional written communication skills, make sure your application showcases your ability to translate complex financial concepts into clear narratives. Use concise language and structure your thoughts logically.
Tailor Your Application: Don’t just send a generic application! Tailor your CV and cover letter to highlight your experience in financial services and how it aligns with the responsibilities of the Financial Institutions Research Analyst role. We want to see how you fit into our team!
Be Detail-Oriented: Pay attention to the details in your application. Ensure there are no typos or grammatical errors, as this reflects your analytical skills and attention to detail. A polished application shows us you care about quality.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Bartlett Group
✨Know Your Financial Stuff
Brush up on your knowledge of financial institutions, especially hedge funds and private equity. Be ready to discuss how these entities operate, their business models, and the risks they face. This will show that you’re not just technically strong but also commercially aware.
✨Master the Art of Client Discovery
Prepare to demonstrate your skills in client discovery and fact-finding. Think of examples where you've successfully gathered information to understand a client's needs or risk profile. This will highlight your analytical abilities and attention to detail.
✨Showcase Your Writing Skills
Since you'll be producing bespoke reports, practice translating complex financial concepts into clear narratives. Bring samples of your previous work if possible, as this will give the interviewers a tangible sense of your exceptional written communication skills.
✨Emphasise Teamwork and Mentoring
Bartlett values teamwork and continuous improvement, so be prepared to discuss your experience in mentoring or coaching others. Share specific instances where you’ve empowered team members or contributed to a collaborative project, showcasing your alignment with their core values.
