Solicitor – Associate, Financial Professionals

DAC Beachcroft

. Assist in the defence of professional indemnity claims, particularly in the financial professionals line of business .

Posted 9/24/2026full-timeBristol • United KingdomJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing professional indemnity claims, particularly in the financial professionals sector, while providing exceptional client service and maintaining compliance with legal protocols. Possesses strong financial management skills and a commitment to continuous professional development.

Highest-signal resume keywords

Professional Indemnity Claims ManagementClient Relationship ManagementFinancial Management SkillsLegal Advisory on Coverage IssuesTeam Collaboration and Support

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Legal ResearchDrafting Witness StatementsDisclosure ExercisesAdvising on Insurance PoliciesPre-Action and Litigated MattersNumeracy SkillsCPE and/or LPC QualificationInsurance Protocol ComplianceCase ManagementClient-Focused Legal Perspective

Soft Skills

Excellent Relationship SkillsSelf-SufficiencyChange OrientationTeam-OrientedPositive Approach

Industry Keywords

Financial Professionals LineProfessional Indemnity CoverageLaw Society CPD RequirementsBilling and Credit-Control ProtocolsInsurance Claims

Tech Stack

Tools & technologies

DAC

About the role

Key responsibilities & impact

Assist in the defence of professional indemnity claims, particularly in the financial professionals line of business
Act as a point of contact for clients
Manage a caseload with supervision and support Partners on larger matters
Conduct pre-action and litigated matters and assist more senior fee-earners
Advise insurers on coverage across a range of insurance policies and issues
Interact with clients regularly
Liaise directly with experts and counsel
Run disclosure exercises and draft witness statements
Report to insurers and conduct work according to insurer protocols and SLAs
Support marketing and business development activity, including writing articles and providing training to clients
Maintain and develop technical knowledge through training and appropriate publications, exceeding Law Society CPD requirements
Comply with DAC Beachcroft billing and credit-control protocols and demonstrate strong financial management on files

Requirements

What you’ll need

A qualified solicitor with between 0–4 PQE will be considered
Previous experience dealing with professional indemnity claims, especially financial professional claims, and advising on professional indemnity coverage issues is highly desirable
Interest in financial professional claims and the complex, technical issues they involve, with an ambition to deepen experience and knowledge and specialise in that area
Good numeracy and an interest in financial/money-related matters and tax
Solid academic track record at degree and CPE and/or LPC level (or equivalent)
Excellent relationship and client handling skills
Ability to deal confidently and professionally with insured and insurer clients on day-to-day issues
Reasonable level of self-sufficiency, with awareness of the boundaries of own competence/authority
Ability to adopt a client-focused and commercial perspective, with a keen grasp of legal issues and ability to learn quickly on the job
Change-oriented with a positive, flexible approach towards new initiatives
Team-oriented and collegiate, with willingness to share knowledge and support other team members
Willingness to work hard as part of an ambitious and driven team

Benefits

Comp & perks

As a Disability Confident Scheme employer, inclusive and accessible recruitment process
Reasonable adjustments available at any stage of the application, assessment or interview process