Experienced financial services professionals Job at The Recruiters Room (Aldershot)

Experienced Insurance Advisor

Are you a confident communicator with a passion for building relationships and h...

Location

United Kingdom , Taunton, Somerset

Salary:

30000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Previous experience in insurance or financial services
A natural relationship builder with excellent interpersonal and communication skills
Self-motivated, target-driven, and comfortable working independently
Ideally Cert CII qualified or willing to work towards it (support provided)
A genuine interest in helping people protect what matters most to them

Job Responsibility

Engaging with new and existing clients to understand their insurance needs
Providing tailored advice and solutions across a range of personal and commercial insurance products
Building long-term relationships through trust, expertise, and proactive communication
Identifying opportunities to grow the client base through networking, referrals, and outreach
Working closely with a supportive team of professionals in a collaborative environment

What we offer

28 days annual leave plus Bank Holidays
additional day off for your birthday
Group Personal Pension
Bonus Scheme
an array of health and wellbeing benefits
enhanced sick pay and parental leave
support and funding toward study and professional qualification
paid time off for volunteering

Fulltime

Experienced Recruitment Consultant - Public Markets

Dartmouth's Public Markets team identifies and delivers industry-leading profess...

Location

United Kingdom , London

Salary:

Not provided

Kernel

Expiration Date

Until further notice

Requirements

Experienced Equities (sell-side or buy-side), Multi-Asset or broader asset management recruiter
Experienced consultant recruiting into another discipline within financial services and looking to join a front-office desk
A demonstrable business development skillset
A good sense of humour
Ability to adapt in a continuously evolving and innovative environment

Job Responsibility

Identifies and delivers industry-leading professionals to our clients, from Analyst level upwards, working mainly on a retained and exclusive contingent basis
Place equity research analysts, multi-asset investment analysts, traders, macro economists and portfolio managers into family offices, fund of funds, hedge funds, asset managers, brokerage firms and investment banks

What we offer

Personalised training from our in-house Performance & Development team
Up to 50% commission
Incentives such as Quarterly High Achiever lunches and trips abroad
Opportunity for international secondment and mobility
Private healthcare, wellness and mental health support including access to free counselling services
International secondment and relocation opportunities
Flexible arrangements, allowing employees the option to work four days in the office

Fulltime

Solution architect

This Associate is an experienced bid professional developing, authoring, and cos...

Location

United Kingdom , Guisborough

Salary:

Not provided

Bid Solutions

Expiration Date

Until further notice

Requirements

experienced bid professional
developing, authoring, and costing applications solutions
strong track record of producing winning deliverable propositions
core bid team member and lead applications Solution Manager on successful must-win UK and global bids
success rate greater than one win per year over the last six years
responsible for 50% of marks on highest scoring written answers
delivered compelling commercial models
designed key themes for communicating complex global proposition
delivered first UK ISA S88-compliant batch process control system
experienced IT professional with over 30 years' industry knowledge

Financial Planning and Analysis Senior Analyst

The Financial Planning and Analysis Senior Analyst is an intermediate level posi...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience working with a variety of financial platforms
Proficient with Microsoft Office applications
Demonstrated presentation skills
Consistently demonstrates clear and concise written and verbal communication skills
7+ years of experience in accounting and/or finance, experience in financial services preferred
Professional degree equivalent to CA/MBA/BMS would be preferable
Understanding of FP&A processes and management reporting, experience in financial services preferred
Experienced in Microsoft Office (excellent PowerPoint and Excel skills)
Effective communication skills
Strong analytical and problem-solving skills

Job Responsibility

Address strategic issues on an ad hoc basis that are complementary to the regular planning and analysis processes
Contribute to Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports
Generate flash results/highlights for Board of Directors’ reports and Executive Management reports
Develop/coordinate processes (e.g. the annual planning and periodic forecasting processes) and review results against plans monthly including business analysis functions performed by Business Unit Managers (BUMs)
Participate in annual budget CCAR PPNR forecasts, 3-year strategic and operating plans and monthly estimate outlook process
Oversee the estimation of risk capital and incorporate results into management report metrics for decision processes
Analyze key management review presentations for individual Regions and Products
Execute time critical activities for client facing Financial Planning and Analysis teams
Contribute to the development of review material for internal leadership and external regulator reviews
Execute analysis of annual 3-year strategic/operating plans, CCAR PPNR forecasts, QMMF, and quarterly outlooks in partnership with finance and business organizations

What we offer

Opportunity to join one the leading financial institutions in the world which prides itself on people development and mobility
The role also provides a great opportunity to build a career within the Finance Division and gain a holistic understanding of the various functions & businesses within USPB business
Interaction with people at varied levels and from different areas of the organization (finance, business, corporate, etc.)
Opportunity to work closely with the senior management

Fulltime

Trainee Mortgage Advisor

This is a rare chance to completely transform your professional future. Join an ...

Location

United Kingdom , Taunton

Salary:

42000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

A proven track record in a professional or customer-facing role
Outstanding communication skills - both written and verbal
A strong educational background
A passion for personal growth and a hunger for success

Job Responsibility

Engage in a comprehensive training programme with mentorship from experienced advisors
Study for and achieve industry-recognised qualifications
Support lead generation by connecting with potential clients and understanding their needs
Build strong relationships with clients and colleagues alike

What we offer

Structured Training Programme with full qualification support
Modern, Luxurious Offices with on-site gym, showers, and stylish staff lounge
Free Fruit Baskets, widescreen TV, and comfy breakout areas
Generous Holiday Allowance
Access to Bupa Healthcare Plan
Uncapped Earning Potential once qualified

Fulltime

New

Lead Wealth Management Banker - Professional Services

At Wells Fargo, we are looking for talented people who will put our customers at...

Location

United States , Los Angeles

Salary:

143000.00 - 224000.00 USD / Year

Wells Fargo

Expiration Date

March 23, 2026

Requirements

5+ years of Wealth Management Banking - Professional Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
This position requires SAFE registration at the time of employment
Must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies
Must meet ongoing regulatory requirements including additional screening

Job Responsibility

Lead complex initiatives within Wealth Management Banking - Professional Services functional area, including those that are cross-functional and that have broad impact
Work as key participant in large-scale planning for Wealth Management Banking - Professional Services functional area
Review and analyze complex, multi-faceted, large-scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors
Make decisions in complex and multi-faceted situations requiring solid understanding of Wealth Management Banking - Professional Services functional area, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives
Collaborate and consult with Wealth Management Banking - Professional Services peers, colleagues, and middle to more experienced level managers to resolve issues and achieve goals
Lead Wealth Management Banking - Professional Services projects and teams, or serve as a peer mentor

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

!

Senior Manager, Strategic Sourcing & Procurement

We are seeking a strategic sourcing team leader for Professional Services Catego...

Location

United States , Remote; San Francisco; Mountain View; Seattle

Salary:

Not provided

Atlassian

Expiration Date

Until further notice

Requirements

Proven work experience as a sourcing manager and category manager with a focus on professional services
ability to create and execute strategic sourcing and category strategies that result in cost reduction, enhanced supplier performance, and reduced risks
confident in a rapidly growing, fast paced and changing environment
excellent leadership, influencing, and negotiation skills
excellent verbal, written communications and presentation skills
proven complex problem solving and decision-making skills
excellent planning, analytical and project management skills
drive impact and navigate ambiguity while staying collaborative and inclusive
passion to understand Atlassian’s products, customers, culture, and business models
BS/BA degree

Job Responsibility

Develop and implement procurement strategies for professional services that align with organizational goals and objectives
design and oversee a comprehensive professional services category strategy and roadmap to enhance the maturity level of our sourcing process by streamlining operations and improving efficiencies
foster a cohesive team culture, promote collaboration in the workplace, align with procurement objectives to achieve success, and prioritize career growth and development
support the development of a responsible procurement program, including cost optimization, competitive bidding, and a team's key metrics against OKRs
share market intelligence, conduct market analysis, and benchmark to anticipate price fluctuations for potential sourcing opportunities and risks
establish and maintain strong relationships with key stakeholders, suppliers, and senior executives to understand and influence all commercial aspects of risks
ensure that suppliers meet performance expectations, deliver value, and comply with contractual obligations.

What we offer

Health coverage
paid volunteer days
wellness resources
and more.

Fulltime

Head of Finance

Allen Lane is supporting the Security Industry Authority (SIA) in their search f...

Location

United Kingdom , London

Salary:

69001.00 - 73000.00 GBP / Year

Allen Lane

Expiration Date

Until further notice

Requirements

A relevant professional accountancy qualification (applicants must be qualified within a CCAB body)
Strong knowledge and experience of central government finances, including IFRS, Managing Public Money, the Government Financial Reporting Manual, and HM Treasury guidelines
Experienced in providing high quality financial analysis to inform strategic and operational business decisions
An intellectual capacity and ability to move between strategic thinking and technical detail across a range of complex finance workstreams
Experience of leading a well-respected professional services team that provides excellent customer service
Excellent communication and stakeholder engagement skills, with the ability to proactively manage and influence a variety of stakeholders positively and work in a collaborative manner
Inclusive leadership skills, with a demonstrable commitment to developing and nurturing a diverse, inclusive, and talented team

Job Responsibility

Lead the SIA’s Finance Team, ensuring robust financial management, compliance, and value for money across all expenditure
Provide expert financial advice to senior leaders and support strategic planning
Oversee budgeting, reporting, and audit processes in line with public sector standards
Report to the SIA’s Head of Finance & Procurement and be responsible for a team of 6-7 staff
Responsible for activities related to Business Partnering, Management Accounting, Financial Accounting and Reporting, Financial Transactions, and Revenue Accounting
Oversee all SIA spend to ensure value for money and compliance with Managing Public Money guidelines

What we offer

27.5 days annual leave entitlement (plus Bank Holidays)
Eligibility to the Civil Service pension scheme (employer contribution of 28.97%)
36-hour working week
Hybrid working with a minimum of 1-2 days per week of office attendance expected

Fulltime

Experienced financial services professionals

The Recruiters Room

Location:
United Kingdom , Aldershot ▼
Ascot
Bagshot
Basingstoke
Bracknell
Camberley
Crowthorne
Farnborough
Farnham
Fleet
Hook
Maidenhead
Reading
Sandhurst
Slough
Staines
Windsor
Winkfield
Winnersh
Wokingham
Yateley

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Requirements:

Additional Information:

Job Posted:
January 04, 2026

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The Recruiters Room

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Job Description:

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Experienced Insurance Advisor

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Location:
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Ascot
Bagshot
Basingstoke
Bracknell
Camberley
Crowthorne
Farnborough
Farnham
Fleet
Hook
Maidenhead
Reading
Sandhurst
Slough
Staines
Windsor
Winkfield
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Wokingham
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Category:
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Contract Type:
Not provided

Job Posted:
January 04, 2026