145 Financial Institutions jobs in the United Kingdom

Bartlett are looking for an ambitious and confident 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).

As a key member of the team, you will have autonomy over a significant book of highly sophisticated and professional clients and will be the main point of contact, responsible for arranging and servicing their insurance requirements.

You will have:

• excellent communication, negotiation and people skills and be capable of developing and maintaining long-term personal relationships;
• a professional, flexible work ethic and desire to invest in professional development via both formal and informal training;
• an inquisitive and problem-solving mentality, a proactive attitude, and the skills to manage a wide variety of different tasks and responsibilities to deadlines.

You will be surrounded by a team of experienced insurance, finance and legal professionals. Your agile working environment will be an ultra-modern, newly refurbished office complete with outstanding technology/equipment and an on-site gym. You will be rewarded with a highly competitive salary and benefits package.

We are committed to working for the benefit of our clients, colleagues and the company. We expect you to be an excellent ambassador for our company displaying our core values of impact, passion, innovation, curiosity, courage, kindness, and integrity.

Core responsibilities:

• Autonomously manage client relationships and accounts, providing the highest standard of service
• Review of client underwriting information, conducting detailed client due diligence/KYC to wholly understand their business and insurance requirements
• Broking to the London/Lloyds financial institutions insurance market and negotiating best available insurance terms for the client
• Preparing policy documentation and information documents for the client and slips for the insurer (with appropriate business support)
• Continuing development of detailed technical knowledge of the financial institutions sector, financial lines insurance products and the insurance market
• Developing and maintaining good working relationships with both team members and the insurance market

Person Specification - Essential Criteria:

• A strong educational background including a first-class or 2:1 degree, preferably in a relevant subject matter e.g. Finance, Maths, Economics or Law
• Minimum of 3 years professional experience in a client-focused role
• Minimum Diploma CII qualified (or similar level in another professional qualification, including practising legal qualification)
• Reliable and trustworthy with i.e. strong work ethic, presentable, approachable, engaging, a well-rounded personality and a “can-do” attitude
• An eagerness to continually learn and succeed

Person Specification - Ideal Criteria:

• Clear client focus and commitment to providing an outstanding professional service
• Ability to build rapport with an eclectic mix of professional senior individuals
• High levels of attention to detail, time management and organisation
• High quality spoken and written communication skills
• Ability to remain calm under pressure and manage multiple enquiries simultaneously
• Problem solver, demonstrating initiative and commerciality
• Being known for candour, authenticity and transparency
• Intermediate technical sector and product knowledge and desire to develop further

Rewards:

We offer very competitive salaries and a market leading benefits package.

• Competitive salary (based on experience and professional qualifications)
• Generous holiday allowance starting at 25 days plus bank holidays, with the ability to purchase more days and volunteering days
• 7% employer pension contributions
• Private Medical Insurance
• Income Protection
• Life Assurance
• Cycle to Work Scheme
• Free Onsite Gym
• £500pa wellbeing allowance to spend on health related items (including our inhouse personal trainers/health apps/health screenings/books/subsidised yoga classes/dedicated wellbeing team)
• Electric Car Scheme with free onsite electric charge points
• Dedicated professional training budget
• Staff discounts on insurance products and financial planning services
• Enhanced maternity and paternity
• 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, unfortunately your application has not been successful on this occasion.

Bartlett is an equal opportunities employer and welcomes applications from all suitably qualified individuals, regardless of race, sex, disability, religion or belief, sexual orientation, or age. We actively encourage applications from people of all backgrounds and identities, and are committed to fostering a diverse, equitable, and inclusive workplace.

If you require any adjustments or accommodations during the application or interview process, whether related to a disability, neurodiversity, or any other need, please let us know. We are committed to ensuring a fair and supportive experience for every candidate

WE DO NOT REQUIRE ADDITIONAL AGENCY SUPPORT FOR THIS ROLE

Do you want your voice heard and your actions to count?

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the worlds leading financial groups. Across the globe, were 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.

With a vision to be the worlds most trusted financial group, its part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.

Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.

OVERVIEW OF THE DEPARTMENT/SECTION

The GCIB Financial Institutions (FI) Coverage Team is the coverage team for FIs in EMEA. As part of the EMEA FI Strategy, the FI Sponsor Coverage Team was established to focus on fund-level products for global Financial Sponsors, especially fund financing (including subscription facilities, ABLs, NAV and EBLs) and hedging (FX and rates and commodities) and to support the growth of asset level financing by the relevant product teams.

Coverage of PE Sponsors and the PE strategies of the global asset managers is managed by a separate team within FI Coverage who this team works very closely with. The FI Sponsor Coverage team has responsibility for expanding business with relevant Financial Sponsors by collaborating with various stakeholders not only from the Bank but also MUFG Securities and MUFG Trust Bank (Trust Bank), the two other pillars within the broader MUFG Group.

MAIN PURPOSE OF THE ROLE

This role will form an integral part of the FI Sponsor Coverage Team for Financial Sponsors/Alternative Asset Managers, with a view to achieving high quality revenue growth and product cross sell from this client base in order to deliver on one of the key pillars of the EMEA FI Strategy.

KEY RESPONSIBILITIES

Bank entity

• Manage relationships with Financial Sponsors (particularly Infrastructure and Credit) clients, including identification of new business opportunities and ongoing day-to-day relationship requirements.
• Self-confident with the ability to lead client meetings and arrange follow-ups with key product stakeholders.
• Produce account plans for key sponsor clients, working with senior coverage and product partners to determine relationship strategy and communicate to all stakeholders.
• Work with key product teams, particularly Project Finance, Fund Finance and Markets (FX and rates), to support the origination of new transactions and support all client related activities such as KYC.
• Identify and understand client needs in order to develop client strategies for new product solutions. This includes working closely with the Global Structured Solutions (GSS) team to identify key target clients for NAV, ABLs, structured repos and other fund-level products.
• Collaborate with internal stakeholders to ensure appropriate engagement and support to develop, secure and maximise multi-product, multi-jurisdiction relationships with Financial Sponsors.
• Analyse industry and financial drivers to ensure new and existing business has an appropriate risk profile, including working closely with credit risk colleagues.
• Maintain and develop a knowledge base of regulatory issues and industry developments relating to Financial Sponsor clients. Deliver thought leadership and insights to internal stakeholders and clients.
• Build relationships throughout MUFG to establish a peer network, gather relevant information and help to ensure effective inter-departmental and cross-regional collaboration.
• Provide guidance and review work of more junior colleagues to ensure accuracy and timeliness. Help to build deeper industry and product knowledge across the team.

Securities entity (as required)

• As outlined above. Particular focus on working closely with GSS (Global Structured Solutions) team to develop client strategy and originate new business utilising new products, such as NAV.

WORK EXPERIENCE

Essential:

• Minimum 3-5 year track record of managing relationships, ideally Financial Sponsors/Funds or other Non-bank Financial Institutions, including experience originating or executing related products, ideally fund level finance or global markets transactions.
• Experience in Project Finance or Infrastructure and/or Credit Sponsors desirable.

SKILLS AND EXPERIENCE

Functional / Technical Competencies:

• Proven experience and interest in the alternative asset management sector, including related products.
• Commercial acumen, pitching and negotiation skills.
• Interpersonal and networking skills and the ability to work in a diverse team environment.
• Knowledge and skill working with Microsoft PowerPoint and Microsoft Excel.
• Fluency in French (and other European languages) desirable but not essential.

Education / Qualifications:

• Bachelors Degree in Finance, Economics / related discipline, or equivalent qualifications. Masters Degree or CFA qualification desirable.

PERSONAL REQUIREMENTS

• Excellent communication skills.
• Results driven, with a strong sense of accountability.
• A proactive, motivated approach.
• The ability to operate with urgency and prioritise work accordingly.
• Strong decision making skills, the ability to demonstrate sound judgement.
• A structured and logical approach to work.
• Strong problem solving skills.
• A creative and innovative approach to work.
• Excellent interpersonal skills.
• The ability to manage large workloads and tight deadlines.
• Excellent attention to detail and accuracy.
• A calm approach, with the ability to perform well in a pressurised environment.
• Strong numerical skills.
• Excellent Microsoft Office skills.

We are open to considering flexible working requests in line with organisational requirements.

MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership.

We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.