Financial Institutions Research Analyst

Bartlett Group; Leeds; On-site; GBP 40,000 - 55,000; Full time

Job summary

A leading insurance broker in the UK is seeking a professional to join their Financial Institutions Insurance division. This role involves client discovery and documentation, producing detailed risk profiles, and providing training to team members. Candidates should have a degree in a related field and 1-2 years of experience in financial services. The position offers a competitive salary and comprehensive benefits, including a private medical insurance and a pension contribution.

Benefits

Competitive salary

25 days holiday plus bank holidays

7% employer pension contribution

Private Medical Insurance

Wellbeing allowance

Free on-site gym

Professional development budget

Qualifications

• 1–2 years’ experience in financial services with exposure to complex financial activities.
• Strong understanding of financial institutions, governance, and risk considerations.
• Ability to explain complex financial instruments clearly in writing.

Responsibilities

• Acting as a technical expert within the financial institutions insurance division.
• Conducting client discovery and documentation to support technical offerings.
• Producing reports that translate complex financial concepts into clear narratives.

Skills

Analytical skills

Written communication

Client relationship management

Financial analysis

Attention to detail

Education

Degree in Economics, Finance, or Accounting

Masters in related field

Job description

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 aide 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.