Trainee Insurance Broker (Analyst)

Trainee Insurance Broker (Analyst)

Our Business

Recognised as a market leader, HWF Partners Limited (“HWF”) is a specialist M&A insurance broker and advisor. HWF structures bespoke insurance solutions to those involved in or advising on M&A transactions. HWF works with leading law firms, private equity houses (and other institutional investors) and investment banks to enable parties to execute transactions efficiently and with a positive outcome.

HWF was founded in 2014 and has grown to a team of over 50 globally, with offices in London, Frankfurt, Paris, Munich, Warsaw, Dubai and New York. This role will be based in our new head office in the City of London, where we are close to our clients in the heart of the UK’s insurance and financial centre.

HWF fosters a collaborative and supportive environment, led by senior legal and insurance professionals with extensive experience, and supported by juniors within the team.

The Role

HWF is looking for a focussed, enthusiastic and motivated individual to provide support to the team in an analyst role, with scope to develop into an insurance broker position over time for the right candidate. Our graduates receive broad training during their first few months with HWF, which supplements a steep curve of on-the-job learning.

In conjunction with and supported by senior members of the team, the successful candidate will:

  1. Support and manage the process of M&A transactions HWF works on (including obtaining confidentiality agreements from clients and adherence by insurers, preparing client reports based on information provided by insurers, obtaining hold harmless letters from insurers and generally communicating with clients, lawyers, investment bankers and insurers)
  2. Learn the basic legal and commercial principles of M&A transactions
  3. Assist the team with producing client pitch documents and presentations
  4. Assist with marketing and sales initiatives including monitoring marketing campaigns and compiling contact data
  5. Maintain a project management and clients tracking system and compile regular stats on activity
  6. Assist with various compliance and internal reporting requirements
  7. Building and maintaining business relationships with insurers and the M&A community

Key skills:

  1. Accuracy and attention to detail
  2. Reliability and honesty
  3. Excellent time management
  4. Decision-making
  5. Analytical skills
  6. Interpersonal skills
  7. Verbal and written communication skills

Requirements

  1. University graduate with a minimum 2.1
  2. Relevant finance / M&A / banking / legal and/or insurance experience gained via internships and work experience placements is desirable

Equal Opportunities

We are committed to promoting equality of opportunity in employment and to selecting and developing staff on merit, irrespective of race, ethnic origin, colour, nationality, disability, sex, age, relationship status, religion/belief or sexual orientation.  In order to monitor the fairness of our recruitment and HR processes and the overall workforce composition as well as to assist us in meeting our statutory obligations under the Equality Act, we ask that you provide the following information.  Please note that this information will only be used by the HR department for internal monitoring purposes and will not form part of the recruitment process or be made available to anyone involved in the selection stages.  The information provided will form a confidential statistical record/database which will be used for analysis only.

Disability Statement

The Equality Act 2010 protects people with a disability who have ‘a physical or mental impairment, which has a substantial long term, adverse effect on their ability to carry out normal day-to-day activities’.  Long-term means 12 months or more.  (Please note this data is for monitoring purposes only.  If you have a disability and need reasonable adjustments to your working environment please contact HR).

The Application Process

Step 1:  Please email a covering letter and CV for consideration.

Step 2: In person interview with 2 senior members of HWF – this is an opportunity for you to meet with 2 senior members of the team, including your future line manager and for the team to understand your strengths, preferences and motivations.  The assessment will take place in person, and there will be an opportunity for you to ask questions.

Step 3: Written exercise (details provided in advance) and discussion with 2 other senior members of HWF.

Interviews will be scheduled for March/April 2024, with the intended start date to be negotiated but ideally no later than the end of September 2024.

Please send an email and covering letter to rachael.coleman@hwfpartners.com for consideration. Application closes on 4 March 2024.