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- Tasks: Support clients in complex corporate deals and assess risks in M&A transactions.
- Company: Join Bartlett Group, a leading insurance broker with a supportive culture.
- Benefits: Enjoy competitive salary, 25 days holiday, private medical insurance, and more.
- Why this job: Use your legal skills in a dynamic environment while maintaining work/life balance.
- Qualifications: Qualified solicitor or experienced paralegal with strong communication and analytical skills.
- Other info: Be part of a team that values collaboration and continuous learning.
The predicted salary is between 36000 - 60000 £ per year.
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
Legally-Trained Account Executive (M&A Transactions) employer: Bartlett Group
Contact Detail:
Bartlett Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Legally-Trained Account Executive (M&A Transactions)
✨Network Like a Pro
Get out there and connect with people in the M&A space! Attend industry events, join relevant LinkedIn groups, and don’t be shy about reaching out to former colleagues or acquaintances. You never know who might have a lead on your dream job!
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your legal background and how it applies to the role. Use specific examples from your experience that demonstrate your analytical mindset and attention to detail. We want to see how you can add value!
✨Prepare for Interviews
Do your homework on Bartlett and the M&A Transactions team. Understand their values and what they’re looking for in a candidate. Prepare questions that show your interest in the role and the company culture. This will help you stand out as a serious contender!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at Bartlett. Let’s make this happen!
We think you need these skills to ace Legally-Trained Account Executive (M&A Transactions)
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Legally-Trained Account Executive role. Highlight your legal background and how it aligns with the M&A Transactions Insurance team at Bartlett. We want to see how your skills can add value!
Showcase Your Communication Skills: Since excellent written and verbal communication is key, ensure your application reflects this. Use clear, concise language and structure your documents well. Remember, we’re looking for someone who can produce clear reports and liaise effectively with clients.
Demonstrate Your Problem-Solving Mindset: In your application, share examples of how you've tackled challenges in your previous roles. We love candidates who can think on their feet and approach problems with a proactive attitude, especially in complex corporate deals.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way to ensure it gets into the right hands. Plus, you’ll find all the details about the role and our company culture there!
How to prepare for a job interview at Bartlett Group
✨Know Your Legal Stuff
Brush up on your legal knowledge, especially around M&A transactions and insurance policies. Be ready to discuss how your background as a solicitor or paralegal can add value to the role. This will show that you understand the complexities of the job and are prepared to tackle them head-on.
✨Show Off Your Communication Skills
Since you'll be liaising with clients and insurers, practice articulating your thoughts clearly and concisely. Prepare examples of how you've effectively communicated complex legal concepts in the past. This will demonstrate your ability to translate legal jargon into client-friendly language.
✨Demonstrate Your Problem-Solving Mindset
Think of specific instances where you've identified risks or solved problems in previous roles. Be ready to share these examples during the interview to highlight your proactive approach and analytical skills. This is crucial for navigating M&A transactions successfully.
✨Emphasise Your Team Spirit
Bartlett values collaboration, so be prepared to discuss how you've worked effectively in teams before. Share experiences where you supported colleagues or contributed to a group project, showcasing your enthusiasm for continuous learning and teamwork.
