At a Glance
- Tasks: Join us to support financial institutions or design employee benefits programmes.
- Company: Bartlett Group, a leading insurance and financial solutions specialist.
- Benefits: Competitive salary, 25+ days holiday, private medical insurance, and professional training.
- Other info: Structured training programme with CII qualifications and growth opportunities.
- Why this job: Kickstart your career with hands-on experience and mentorship in a dynamic environment.
- Qualifications: First-class or 2:1 degree, strong work ethic, and excellent communication skills.
The predicted salary is between 30000 - 40000 £ per year.
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.
Graduate Roles Available
- 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.
Who We’re Looking For
We welcome graduates from all disciplines who are ambitious, proactive, and eager to learn.
Essential Criteria:
- 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).
Training and Development
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.
What You Can Expect:
- Chartered Insurance Institute (CII) qualifications, fully funded and supported.
- Mentorship and shadowing opportunities with experienced consultants.
Company Benefits
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
How to Apply:
To apply, please submit your CV along with answers to the following questions (maximum 300 words each):
- What interests you about this opportunity, and what makes you a suitable candidate?
- 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.
Graduate Opportunities at Bartlett - Sept 2026 in Stockport employer: Bartlett Group
Bartlett Group is an exceptional employer, offering graduates a unique opportunity to kickstart their careers in the dynamic fields of Financial Institutions Insurance and Employee Benefits. With a strong commitment to professional development, including fully funded CII qualifications and mentorship from experienced consultants, employees thrive in a supportive work culture that values ambition and collaboration. Located in a vibrant environment, Bartlett provides competitive salaries, generous holiday allowances, and a range of benefits designed to promote wellbeing and work-life balance, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Graduate Opportunities at Bartlett - Sept 2026 in Stockport
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Bartlett Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Graduate Opportunities at Bartlett - Sept 2026 in Stockport
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Bartlett Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Bartlett Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Bartlett Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Bartlett Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Bartlett Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Bartlett Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
