I specialise in fulfilling roles for IFA, Wealth Management, Investment and Pension firms in Wales. I have a particular skill in recognising exactly what a client is looking for, even when they are unsure how to articulate it. I use this to put forward candidates with the desired skillset who want to take the next step in their career.
A big thank you to Charlotte Evans, the best recruitment agent I have ever come across! As a newly graduate student with very little experience coming out of university, I felt I could trust Charlotte to find me a suitable role for my lack of skills and competency. She listened well and got me in contact with an employer, who wanted to interview me for a position in the same week! I think some friendships were made during all the anticipation we had together with other interviews being held but I will forever and always be grateful for all the support she has given me into landing my dream job. You are just awesome! 😃
Jay
Charlotte Evans's Most Recent Jobs
Open Positions
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Closed Positions
Junior Financial Analyst
POSITION FILLED
Southampton
Full Time|Hybrid
£25,000 - £35,000
Paraplanner / Trainee Financial Adviser
POSITION FILLED
Cardiff
Full Time|Hybrid
28,000 - £30,000 (Negotiable)
Financial Planning Administrator
POSITION FILLED
Hitchin
Full Time|Hybrid
26,000 - 30,000
IFA Administrator
POSITION FILLED
Cardiff
Full Time|Hybrid|Work From Home
23,000 - 26,000
Paraplanner
POSITION FILLED
Gloucester
Flexible Working|Full Time
30,000 - 40,000 according to qualifications and experience
Marketing Assistant
POSITION FILLED
Full Time|Part Time|Remote Working|Self-employed|Work From Home
30,000 – 35,000
Associate Financial Adviser
POSITION FILLED
Gloucester
Full Time|Remote Working
30,000 - 50,000
Pensions Administrator
POSITION FILLED
Brecon
Full Time|Hybrid Working|Part Time
30,000 - £35,000 (Negotiable)
Business Recovery Trainee Administrator
POSITION FILLED
Cardiff
Flexible Working|Full Time
18,000 - 25,000
Sales Executive / Financial Adviser – Home Based
POSITION FILLED
Full Time|Remote Working|Work From Home
25,000 + Uncapped Bonus (OTE: 35,000)
Investment Management Administration Assistant
POSITION FILLED
Cardiff
Full Time
Up to 25,000
Independent Financial Adviser
POSITION FILLED
Stoke-on-Trent
Full Time|Work From Home
40,000 - 60,000
Head of Paraplanning
POSITION FILLED
Leeds
Flexible Working|Full Time|Work From Home
45,000 - 65000
Employed Financial Adviser
POSITION FILLED
Tredegar
Full Time
35,000 - 45,000 (depending on experience)
Chartered Financial Planner (Home-based)
POSITION FILLED
Full Time|Work From Home
65,000-70,000 + bonus
Chartered Financial Planner (Home-based)
POSITION FILLED
Full Time|Work From Home
65,000-70,000 + bonus
Financial Adviser
POSITION FILLED
Manchester
Flexible Working|Full Time
40,000 - 50,000
Senior IFA Administrator
POSITION FILLED
The Royal Town of Sutton Coldfield
Full Time|Hybrid
21,000 - 24,000
Senior IFA Administrator
POSITION FILLED
Stoke-on-Trent
Full Time|Hybrid
21,000 - 24,000
Financial Adviser
POSITION FILLED
London
Full Time|Work From Home
24,000 basic (37,000 OTE)
Desk Based Financial Adviser
POSITION FILLED
Birmingham
Full Time
35,000 - 65,000 + Bonus
Self Employed Mortgage Adviser
POSITION FILLED
Leeds
Full Time|Self-employed
OTE 30,000 - 90,000
Chartered Financial Planner
POSITION FILLED
London
Full Time|Work From Home
100,000 - 160,000
Paraplanner
POSITION FILLED
Nottingham
Full Time
25,000 – 30,000 (dependent on skills and experience)
Mortgage Adviser
POSITION FILLED
Derby
Full Time|Self-employed
27,500 (Plus commission and bonuses)
Mortgage Adviser
POSITION FILLED
Boston
Full Time|Self-employed
25,000 (Plus Commission And Bonuses) OTE 50,000 - 60,000
Mortgage & Protection Adviser
POSITION FILLED
Leeds
Full Time|Work From Home
28,000 - 33,000
Independent Financial Adviser
POSITION FILLED
Birmingham
Flexible Working|Full Time|Work From Home
30,000 - 35,000
Account Manager/ Mortgage & Protection Adviser
POSITION FILLED
Boston
Full Time|Self-employed
35,000 (Plus Commission And Bonuses)
Mortgage Paraplanner
POSITION FILLED
Skipton
Full Time|Work From Home
21,000 Starting salary
Paraplanner
POSITION FILLED
Warwick
Flexible Working|Full Time|Work From Home
30,000 – 35,000
Self-Employed Mortgage Adviser
POSITION FILLED
Derby
Self-employed|Work From Home
70/30 then 80/20 when uplift threshold is achieved
Mortgage Adviser
POSITION FILLED
Bristol
Full Time|Remote Working
22,000 (OTE 50,000+)
Senior Pensions Administrator
POSITION FILLED
Sale
Flexible Working|Full Time|Work From Home
24000
Financial Adviser
POSITION FILLED
Full Time|Self-employed|Work From Home
Self-employed with guaranteed earning of 36,000 (uncapped)
Mortgage Advisor
POSITION FILLED
Full Time|Self-employed|Work From Home
25,000 - 30,000
Compliance Manager
POSITION FILLED
Birmingham
Full Time|Work From Home
Up to 55,000 (salary negotiable dependent on experience)
Training & Development Manager
POSITION FILLED
London
Full Time|Work From Home
Up to 55,000
Mortgage Adviser
POSITION FILLED
Swansea
Full Time|Self-employed|Work From Home
Self Employed
Paraplanner
POSITION FILLED
The Royal Town of Sutton Coldfield
Full Time|Hybrid
30,000 - 40,000
Fixed Term Contract IFA Administrator
POSITION FILLED
Nottingham
Fixed Term Contract|Full Time
11797
Senior Case Administrator (Business Recovery)
POSITION FILLED
Cardiff
Flexible Working|Full Time
Negotiable
Paraplanner
POSITION FILLED
Cardiff
Full Time
24,000 to 27,000 (depending on experience)
Strategic Business Manager
POSITION FILLED
Bridgend
Full Time
35,000 to 40,000 (depending on experience)
Financial Adviser
POSITION FILLED
Newcastle upon Tyne
Full Time|Work From Home
up to 80,000
Administrator
POSITION FILLED
Bridgend
Full Time
16,000 - 20,000 (depending on experience)
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