Graduate Opportunities at Bartlett - Sept 2026 in Leeds

About Bartlett Group

Established in 1940, Bartlett Group is an independent insurance and financial solutions specialist, offering tailored services for businesses and individuals. We provide bespoke solutions across insurance broking, employee benefits, and wealth management, ensuring our clients receive the best advice and protection. Recognised as UK Broker of the Year and ranked in the Financial Times Top 100 UK Financial Advisers, we operate globally, supporting clients in over 30 countries.

We are offering graduate opportunities across two key areas this year: Financial Institutions Insurance and Employee Benefits. These roles provide hands-on experience, structured training, and professional qualifications to help you build a long-term career.

• Financial Institutions Insurance

  Join our specialty division, focusing on arranging insurance for investment managers, hedge funds, private equity firms, and financial services businesses. You’ll support senior team members, assist with broking to the Financial Institution insurance market, and develop deep expertise in professional indemnity, management liability, crime, and cyber insurance.

  Day-to-Day Responsibilities:
  • Supporting senior team members in managing high-profile financial institution client accounts.
  • Attending client meetings, taking notes, and preparing follow-up reports.
  • Conducting research and due diligence to understand clients' insurance needs.
  • Working with insurers, including Lloyd’s of London, to negotiate competitive terms.
  • Preparing detailed policy documentation, including Lloyd’s slips and client summaries.
  • Handling client and insurer queries, ensuring high-quality service at all times.
  • Gaining knowledge of the financial institutions sector, insurance products, and risk management practices.
  • Building relationships with insurers and other market professionals to stay informed about industry trends.
• Employee Benefits Consulting

  Work with businesses to design and manage employee benefits programmes, including pensions, life assurance, private medical insurance, and financial wellbeing services. You’ll assist consultants, provide client support, analyse market trends, and help develop tailored benefits strategies.

  Day-to-Day Responsibilities:
  • Supporting consultants in advising businesses on their employee benefits strategy.
  • Assisting with the design and implementation of pension schemes and other benefits.
  • Conducting market research to identify the best policies and providers for clients.
  • Handling policy renewals, liaising with insurers, and ensuring smooth transitions for clients.
  • Drafting reports, analysing data, and preparing presentations for client meetings.
  • Helping clients communicate their benefits effectively to employees through workshops and resources.
  • Assisting with operational improvements and proposition development within the division.
  • Learning about financial wellbeing strategies and how they impact employee engagement and retention.

We welcome graduates from all disciplines who are ambitious, proactive, and eager to learn.

• A first-class or 2:1 degree (any discipline).
• A strong work ethic, professionalism, and excellent communication skills.
• Attention to detail, analytical thinking, and a problem-solving mindset.
• Ability to work independently and as part of a team.
• Microsoft Office proficiency (Excel, Word, PowerPoint).

We recognise that most graduates start with no prior experience in financial services, so we provide a structured training program covering both technical and professional skills.

• Chartered Insurance Institute (CII) qualifications, fully funded and supported.
• Mentorship and shadowing opportunities with experienced consultants.

At Bartlett, we offer a competitive salary and a comprehensive benefits package, including but not limited to:

• Competitive salary (based on experience)
• 25+ days of holiday (increasing with service), plus bank holidays, volunteer days, and study days, with the option to purchase additional leave.
• 7% employer pension contributions
• Private Medical Insurance
• Income Protection & Life Assurance
• £500 wellbeing allowance
• Free onsite gym & electric car scheme (with free charge points)
• Dedicated professional training budget
• Cycle to Work Scheme and staff discounts on insurance and financial services

To apply, please submit your CV along with answers to the following questions (maximum 300 words each):

1. What interests you about this opportunity, and what makes you a suitable candidate?
2. Why do you want to work for Bartlett, and how do our values align with yours?

CLOSING DATE 1st May 2026

While you may indicate a preference for a specific team in your application, all applications will be considered for all available graduate vacancies. Assessments and interviews are planned to take place during May. If you have not heard from us by 8th May, unfortunately, your application has not been successful.

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 require no additional agency support for this vacancy and are only accepting direct applications for these roles.