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Charlotte Evans

Principle Consultant & Assistant Manager

07399 163960

Photo of Recruit UK Charlotte

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.

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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! ūüėÉ

Jay

Charlotte Evans's Most Recent Jobs

Open Positions

Junior Paraplanner

Cardiff

¬£24,000 - ¬£28,000 

Paraplanner

London

Up to ¬£49,000

Pensions Administrator

Gloucester

¬£30,000 - ¬£32,000 

Paraplanner

Cardiff

¬£30,000 - ¬£45,000 

IFA Administrator

Cirencester

¬£25,000 - ¬£28,000 

Paraplanner

Surrey

¬£35,000 - ¬£45,000 

Operations Manager

London

Up to ¬£52,000

IFA Administrator

Brighton

¬£28,000 - ¬£34,000 

Paraplanner

London

¬£40,000 - ¬£50,000 

File Reviewer

Bath

Up to ¬£50,000

Mortgage and Protection Adviser

Cardiff

¬£25,000 

Financial Adviser

Cardiff

¬£45,000 - ¬£50,000 

Financial Planning Administrator

Sussex

¬£25,000 - ¬£30,000 

Administrator

London

Available upon request 

Mortgage Adviser

Remote

¬£30,000 - ¬£35,000 

Protection Adviser

South East

¬£25,000 - ¬£35,000 + Commission 

Personal Assistant

Bristol

Up to ¬£33,500

IFA Administrator

Cirencester

¬£25,000 - ¬£28,000 (Negotiable and DOE) 

Team Leader

Cheltenham

Up to ¬£40,000

Financial Adviser

Cheltenham

¬£65,000 - ¬£80,000 (Negotiable) 

Financial Planning Administrator

Swansea

¬£24,000 - ¬£26,000 

Paraplanner

Swansea

¬£30,000 ‚Äď ¬£35,000 

Mortgage Administrator

Chepstow

¬£23,000 - ¬£26,000 

Paraplanner

Cwmbran

¬£30,000 ‚Äď ¬£35,000 

Bookkeeper

Cardiff

¬£26,000 

Senior Paraplanner

London

¬£60,000 - ¬£65,000 

Financial Planning Administrator

Cardiff

¬£24,000 - ¬£28,000 

Employee Benefits Consultant

Gloucester (1 day in office)

¬£40,000 - ¬£65,000 

Junior Paraplanner

Chepstow

¬£25,000 - ¬£30,000 

Junior Paraplanner

Cardiff

¬£22,000 - ¬£28,000 (DOE) 

Paraplanner

Cardiff

¬£30,000 - ¬£40,000 

Senior Manager

London

¬£95,000 

Senior Manager

Cardiff

¬£90,000 

Payroll Administrator

Cardiff

¬£23,000 - ¬£25,000 

Paraplanner

Cheltenham

¬£32,000 - ¬£40,000 

IFA Administrator

Carmarthen

¬£25,000 - ¬£30,000 

Paraplanner

Cheltenham

¬£30,000 - ¬£40,000 

Financial Adviser

Abergavenny

¬£40,000 - ¬£50,000 

Administrator

Cardiff

¬£20,000 - ¬£23,000 

Financial Adviser

Cardiff

Home-Based Paraplanner

South Wales

Up to ¬£35,000 ¬£35,000

Assistant Marketing Manager

Remote

¬£36,000 

Associate Financial Adviser

Cardiff

¬£30,000 - ¬£45,000 

Trainee Paraplanner

Gloucester

¬£30,000 - ¬£32,000 

Paraplanner/Trainee Adviser

Newport

Hybrid Working

¬£25,000 - ¬£30,000 

Senior Paraplanner

London

Hybrid Working

¬£50,000 - ¬£60,000 

Product Marketing Manager

London

Hybrid Working

¬£50,000 

Senior Paraplanner

London

Hybrid Working

¬£45,000 - ¬£55,000 

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Closed Positions

Paraplanner

POSITION FILLED

Cardiff

Flexible Working|Hybrid Working

35,000 - ¬£42,000 

Financial Adviser

POSITION FILLED

Hybrid Working

40,000 - ¬£60,000 

Paraplanner

POSITION FILLED

London

Hybrid Working

40,000 - ¬£50,000 (negotiable) 

Administrator

POSITION FILLED

Newport

Hybrid Working

23,000 (flexible and negotiable) 

Junior Financial Analyst

POSITION FILLED

Southampton

Full Time|Hybrid

¬£25,000 - ¬£35,000 

Secretary

POSITION FILLED

London

Hybrid Working

33,000 

Paraplanner / Trainee Financial Adviser

POSITION FILLED

Cardiff

Full Time|Hybrid

28,000 - ¬£30,000 (Negotiable) 

Business Analyst

POSITION FILLED

Southampton

Full Time|Hybrid

25,000 - 30,000 

Digital Engagement Specialist

POSITION FILLED

Flexible Working|Full Time

Up to 50,000 

Financial Planning Administrator

POSITION FILLED

Hitchin

Full Time|Hybrid

26,000 - 30,000 

Trainee Paraplanner

POSITION FILLED

Swindon

Full Time

20,000 - 30,000 

Financial Adviser

POSITION FILLED

Cardiff

Full Time|Work From Home

40,000 - 70,000 

Paraplanner

POSITION FILLED

Full Time|Hybrid

Up to 55,000 

Administrator

POSITION FILLED

Full Time|Hybrid

23,000 - 25,000 

IFA Administrator

POSITION FILLED

Cardiff

Full Time|Hybrid|Work From Home

23,000 - 26,000 

Paraplanner

POSITION FILLED

Flexible Working|Full Time|Hybrid

40,000 - 45,000 

Paraplanner

POSITION FILLED

Gloucester

Flexible Working|Full Time

30,000 - 40,000 according to qualifications and experience 

Associate Financial Adviser

POSITION FILLED

Cardiff

Full Time

35,000 - 45,000 

Financial Coach

POSITION FILLED

Cardiff

Full Time|Hybrid

32,000 - 40,000 

Administrator

POSITION FILLED

Cardiff

Full Time|Hybrid

17,000 - 18,000 

Financial Adviser

POSITION FILLED

Cardiff

Full Time

40,000 - 50,000 

IFA Admin

POSITION FILLED

Cardiff

Full Time|Hybrid

20,000 ‚Äď 25,000 

Mortgage Adviser

POSITION FILLED

Cardiff

Full Time

25,000 (negotiable) 

Client Delivery Associate

POSITION FILLED

London

Full Time

34,000 - 36,000 

Financial Adviser

POSITION FILLED

Chepstow

Full Time

30,000 OTE 100,000 + 

Financial Planner

POSITION FILLED

Cardiff

Full Time

45,000 - 100,000 

Office Administrator

POSITION FILLED

Gloucester

Flexible Working|Full Time

Negotiable 

Client Relationship Manager

POSITION FILLED

Full Time|Work From Home

24,000 - 29,000 

Financial Adviser

POSITION FILLED

Dundee

Full Time

38,000-50,000 

New Business Administrator

POSITION FILLED

London

Full Time

25,000 - 30,000 

Paraplanner

POSITION FILLED

Cardiff

Full Time|Hybrid|Work From Home

28,000 - 35,000 

Marketing Assistant

POSITION FILLED

Full Time|Part Time|Remote Working|Self-employed|Work From Home

30,000 ‚Äď 35,000 

Paraplanner Manager

POSITION FILLED

London

Hybrid Working

Up to ¬£62,000 

Training and Competency Specialist

POSITION FILLED

Full Time|Hybrid

50,000 - 65,000 

Advice Services Manager

POSITION FILLED

London

Full Time

45,000 - ¬£50,000 

Associate Financial Adviser

POSITION FILLED

Gloucester

Full Time|Remote Working

30,000 - 50,000 

Investment Operations Analyst

POSITION FILLED

London

Hybrid Working

Up to ¬£45,000 

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 

Paraplanner

POSITION FILLED

Cardiff

Full Time|Hybrid

Up to 40,000 

Financial Administrator

POSITION FILLED

Senior Valuations Assistant

POSITION FILLED

Senior Operations Assistant

POSITION FILLED

Investment Operations Assistant

POSITION FILLED

Client Service Executive

POSITION FILLED

Financial Adviser

POSITION FILLED

Trainee Financial Planner

POSITION FILLED

Bereavement Operations Manager

POSITION FILLED

Financial Administrator

POSITION FILLED

Client Support

POSITION FILLED

Wealth/Later Life Administrator

POSITION FILLED

PA & Administrator

POSITION FILLED

Paraplanner

POSITION FILLED

Junior Paraplanner

POSITION FILLED

Senior Tax Manager

POSITION FILLED

VAT Specialist

POSITION FILLED

Client Liaison

POSITION FILLED

Financial Planner

POSITION FILLED

Paraplanner

POSITION FILLED

Paraplanner

POSITION FILLED

Office Manager

POSITION FILLED

Paraplanner

POSITION FILLED

Paraplanner

POSITION FILLED

Paraplanner

POSITION FILLED

Administrator

POSITION FILLED

Financial Administrator (Intermediary Support)

POSITION FILLED

Trainee Financial Adviser

POSITION FILLED

Financial Administrator

POSITION FILLED

Weston-super-Mare

Full Time

18,000 - 21,000 

Operations Manager

POSITION FILLED

Full Time

35,000 - 45,000 

IFA Administrator

POSITION FILLED

Glasgow

Full Time

19,000 - 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 

Paraplanner

POSITION FILLED

Bromsgrove

Full Time

30,000 - 40,000 

Pensions Administrator

POSITION FILLED

London

Full Time

Up to 35,000 

IFA Administrator

POSITION FILLED

Weybridge

Full Time

28000 

Investment Analyst

POSITION FILLED

Newcastle-under-Lyme

Full Time

35,000 - 50,000 

IFA Administrator

POSITION FILLED

Wakefield

Full Time

20,000 - 23,000 

Paraplanner

POSITION FILLED

Winston-Salem

Full Time

25,000 - 35,000 

Financial Adviser

POSITION FILLED

Flexible Working|Full Time

40000 

Paraplanner

POSITION FILLED

Sherborne

Full Time

30000 

Financial Planner

POSITION FILLED

Xàbia

Full Time

60000 

Financial Planner

POSITION FILLED

Flexible Working|Full Time

60000 

Paraplanner

POSITION FILLED

Penarth

Full Time

30,000 - 35,000 

Client Administrator

POSITION FILLED

Wimborne Minster

Full Time

18,000 ‚Äď 24,000 

Independent Financial Adviser

POSITION FILLED

Stoke-on-Trent

Full Time|Work From Home

40,000 - 60,000 

Compliance Manager

POSITION FILLED

Canterbury

Full Time

35,000 - 50,000 

Head of Paraplanning

POSITION FILLED

Leeds

Flexible Working|Full Time|Work From Home

45,000 - 65000 

Paraplanner

POSITION FILLED

Plymouth

Full Time

30,000 - 40,000 (negotiable) 

Paraplanner

POSITION FILLED

Manchester

Full Time|Work From Home

30,000 ‚Äď 35,000 

Employed Financial Adviser

POSITION FILLED

Bristol

Full Time

Circa 50,000 

Employed Financial Adviser

POSITION FILLED

Tredegar

Full Time

35,000 - 45,000 (depending on experience) 

Office Administrator

POSITION FILLED

Sherborne

Full Time

From 20,000 

Administrator

POSITION FILLED

Cardiff

Full Time

16,000 - 18,000 

Chartered Financial Planner (Home-based)

POSITION FILLED

Full Time|Work From Home

65,000-70,000 + bonus 

Senior IFA Administrator

POSITION FILLED

Birmingham

Full Time

Up to 26,000 

Chartered Financial Planner (Home-based)

POSITION FILLED

Full Time|Work From Home

65,000-70,000 + bonus 

Paraplanner

POSITION FILLED

Cheltenham

Full Time

Up to 40,000 

Paraplanner

POSITION FILLED

Newcastle upon Tyne

Full Time

35,000 - 40,000 

Wealth Planner

POSITION FILLED

Sale

Full Time

Up to 65,000 

Client Relationship Manager

POSITION FILLED

Full Time

30000 

IFA Administrator

POSITION FILLED

London

Full Time

25000 

Financial Adviser

POSITION FILLED

Manchester

Flexible Working|Full Time

40,000 - 50,000 

Independent Financial Adviser

POSITION FILLED

Bath

Full Time

Up to 50,000 

Insolvency Administrator

POSITION FILLED

London

Full Time

Up to 35,000 

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) 

Employed Financial Planner

POSITION FILLED

Bristol

Full Time

Up to 80,000 

Mortgage Adviser

POSITION FILLED

Full Time

24000 

Desk Based Financial Adviser

POSITION FILLED

Birmingham

Full Time

35,000 - 65,000 + Bonus 

Financial Planner

POSITION FILLED

Inverness

Full Time

Up to 75,000 

Self-employed Adviser

POSITION FILLED

Self-employed|Work From Home

Self Employed Mortgage Adviser

POSITION FILLED

Leeds

Full Time|Self-employed

OTE 30,000 - 90,000 

Paraplanner

POSITION FILLED

Birmingham

Full Time|Work From Home

30,000 - 40,000 

Chartered Financial Planner

POSITION FILLED

London

Full Time|Work From Home

100,000 - 160,000 

Paraplanner

POSITION FILLED

Holme Pierrepont

Full Time

25,000 - 40,000 

Paraplanner

POSITION FILLED

Nottingham

Full Time

25,000 ‚Äď 30,000 (dependent on skills and experience) 

Financial Adviser

POSITION FILLED

Bristol

Full Time|Self-employed

From 40,000 

Pensions Administrator

POSITION FILLED

Birmingham

Full Time

Up to 35,000 

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 Administrator

POSITION FILLED

Full Time|Self-employed

18,000 - 20,000 

Investment Management Operations Analyst

POSITION FILLED

Bracknell

Full Time

42000 

Mortgage & Protection Adviser

POSITION FILLED

Leeds

Full Time|Work From Home

28,000 - 33,000 

Paraplanner

POSITION FILLED

Flexible Working|Full Time|Remote Working

28,000 ‚Äď 40,000 

Financial Administrator

POSITION FILLED

Full Time

Up to 22,600 

Wealth Management Client Coordinator

POSITION FILLED

Swavesey

Full Time

20000 

Wealth Administrator

POSITION FILLED

London

Full Time

Up to 30,000 

Administrator

POSITION FILLED

Gloucester

Full Time

Up to 27,000 

Independent Financial Adviser

POSITION FILLED

Birmingham

Flexible Working|Full Time|Work From Home

30,000 - 35,000 

Associate Financial Adviser

POSITION FILLED

Account Manager/ Mortgage & Protection Adviser

POSITION FILLED

Boston

Full Time|Self-employed

35,000 (Plus Commission And Bonuses) 

Fee’s Assistant

POSITION FILLED

Investment Administrator

POSITION FILLED

Full Time

Financial Adviser

POSITION FILLED

Hereford

Full Time

45,000 - 75,000 

Mortgage Paraplanner

POSITION FILLED

Skipton

Full Time|Work From Home

21,000 Starting salary 

Administrator

POSITION FILLED

Cheltenham

Full Time

22000 

Administrator

POSITION FILLED

Plymouth

Full Time

19,000 - 25,000 

Client Delivery Team Leader

POSITION FILLED

Nottingham

Full Time

Up to 32,000 

Paraplanner

POSITION FILLED

Warwick

Flexible Working|Full Time|Work From Home

30,000 ‚Äď 35,000 

Paraplanner

POSITION FILLED

Sherborne

Full Time|Work From Home

25,000 ‚Äď 35,000 

IFA Administrator

POSITION FILLED

Full Time

24,000 - 28,000 

Senior IFA Administrator

POSITION FILLED

Birmingham

Full Time

Up to 28,000 

Paraplanner

POSITION FILLED

SSAS Specialist

POSITION FILLED

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+) 

Paraplanner

POSITION FILLED

Birmingham

Full Time

30,000 ‚Äď 35,000 (Negotiable) 

Financial Planning Administrator

POSITION FILLED

Leicester

Full Time

20,000 - 24,000 

Wealth Management Administrator

POSITION FILLED

Bracknell

Full Time

22000 

Wealth Planning Administrator

POSITION FILLED

London

Full Time

Up to 35,000 

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) 

IFA Administrator

POSITION FILLED

Cardiff

Full Time

23,000 - 25,000 

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 

Financial Administrator

POSITION FILLED

Franklin Township

Full Time

21,000 - 24,000 

Self Employed Financial Adviser

POSITION FILLED

Self-employed

Financial Adviser

POSITION FILLED

Self-employed

Fixed Term Contract IFA Administrator

POSITION FILLED

Nottingham

Fixed Term Contract|Full Time

11797 

Junior IFA Administrator

POSITION FILLED

Leicester

Full Time

17,000 - 21,000 

Financial Adviser

POSITION FILLED

Stockport

Full Time|Work From Home

44,500 - 80,000 

Junior Paraplanner

POSITION FILLED

Cardiff

Full Time

24000 

Paraplanner

POSITION FILLED

Market Harborough

Full Time

30,000 ‚Äď 40,000 

Senior Case Administrator (Business Recovery)

POSITION FILLED

Cardiff

Flexible Working|Full Time

Negotiable 

IFA Administrator

POSITION FILLED

Winston-Salem

Full Time

20,000 - 25,000 per annum 

Private Client Administrator

POSITION FILLED

London

Full Time

Up to 30,000 

Financial Adviser

POSITION FILLED

Full Time

40,000 - 50,000 

Financial Planner

POSITION FILLED

Full Time

60000 

Paraplanner

POSITION FILLED

St Albans

Full Time

Up to 40,000 

Desk Based Adviser

POSITION FILLED

Southampton

Full Time

40000 

Administrator

POSITION FILLED

Cardiff

Full Time

17,000+ 

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) 

IFA Administrator

POSITION FILLED

Birmingham

Full Time

20,000 - 26,000 

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) 

Group Administrator

POSITION FILLED

Weybridge

Full Time

Up to 40,000 

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PRIVACY POLICY

Background: Recruit UK Limited understands that your privacy is important to you and that you care about how your personal data is used. We respect and value the privacy of all our customers and will only collect and use personal data in ways that are described here, and in a way, that is consistent with our obligations and your rights under the law.

1. What Does This Notice Cover?

This Privacy Information explains how we use your personal data: How it is collected, how it is held, and how it is processed. It also explains your rights under the law relating to your personal data.

2. What is Personal Data?

Personal data is defined by the General Data Protection Regulation (EU Regulation 2016/679) (the¬†‚ÄúGDPR‚ÄĚ) as ‚Äėany information relating to an identifiable person who can be directly or indirectly¬†identified in particular by reference to an identifier‚Äô.¬†Personal data is, in simpler terms, any information about you that enables you to be identified.¬†Personal data covers obvious information such as your name and contact details, but it also covers¬†less obvious information such as identification numbers, electronic location data, and other online¬†identifiers.

3. What Are My Rights?

Under the GDPR, you have the following rights, which we will always work to uphold:

a) The right to be informed about our collection and use of your personal data. This Privacy Notice should tell you everything you need to know, but you can always contact us to find out more or to ask any questions.

b) The right to access the personal data we hold about you.
c) The right to have your personal data rectified if any of your personal data held by us is inaccurate or incomplete.
d) The right to be forgotten, i.e. the right to ask us to delete or otherwise dispose of any of your personal data that we have.
e) The right to restrict (i.e. prevent) the processing of your personal data.
f) The right to object to us using your personal data for a particular purpose or purposes.

g) The right to data portability: This means that if you have provided personal data to us directly, we are using it with your consent or for the performance of a contract, and that data is processed using automated means. You can ask us for a copy of that personal data to re-use with another service or business in many cases.

h) Rights relating to automated decision-making and profiling: We do not use your personal data in this way

i) For more information about our use of your personal data or exercising your rights as outlined above. Further information about your rights can also be obtained from the Information Commissioner’s Office or your local Citizens Advice Bureau. If you have any cause for complaint about our use of your personal data, you have the right to lodge a complaint with the Information Commissioner’s Office.

4. What Personal Data Do We Collect?

We may collect some or all the following personal data (this may vary according to your relationship with us):

  • Name;
  • Address;
  • Email address;
  • Telephone number;
  • Business name;
  • Job title;
  • Profession;
  • Information about your preferences and interests

5. How Do You Use My Personal Data?

Under the GDPR, we must always have a lawful basis for using personal data. This may be because the data is necessary for our performance of a contract with you, because you have consented to our use of your personal data, or because it is in our legitimate business interests to use it. Your personal data will be used for or may be used for one of the following purposes:

  • Providing and managing your account.
  • Supplying our services to you. Your personal details are required in order for us to enter into a¬†contract with you.
  • Personalising and tailoring our services for you.
  • Communicating with you. This may include responding to emails or calls from you.
  • Supplying you with information by email and/or post that you have opted-in to (you may¬†unsubscribe or opt-out at any time by emailing [email protected].

With your permission and/or where permitted by law, we may also use your personal data for marketing purposes, which may include contacting you by email and/or telephone and /or text message and/or post with information, news, and offers on our services. We will always work to fully protect your rights and comply with our obligations under the GDPR and the Privacy and Electronic Communications (EC Directive) Regulations 2003, and you will always have the opportunity to opt out.

6. How Long Will You Keep My Personal Data?

Due to the nature of recruitment, a significant number of candidates reconnect with our organisation periodically. It is not uncommon for this to occur years after we have placed them in a role. For this reason, your consent includes explicit consent to retain your personal details until you wish us to delete your records from our database or refrain from further engagement.

7. How and Where Do You Store or Transfer My Personal Data?

We will only store or transfer your personal data in the UK or elsewhere in the EU. This means that it will be fully protected under the GDPR.

  • We store all data in specific company applications unique to us
  • All application access is via secure password or biometric control
  • In line with our Data Retention Policy, your data is deleted once

a) we no longer have a relevant use for it
b) it has passed the relevant expiry date

8. Do You Share My Personal Data?

We will not share any of your personal data with any third parties for any purposes, subject to one important exception. In some limited circumstances, we may be legally required to share certain personal data, which
might include yours, if we are involved in legal proceedings or complying with legal obligations, a court order, or the instructions of a government authority.

If any of your personal data is required by a third party, as described above, we will take steps to ensure that your personal data is handled safely, securely, and in accordance with your rights, our obligations, and the third party’s obligations under the law.

9. How Can I Access My Personal Data?

If you want to know what personal data we have about you, you can ask us for details of that personal¬†data and for a copy of it (where any such personal data is held). This is known as a ‚Äúsubject access¬†request‚ÄĚ.All subject access requests should be made in writing and sent to the email or postal addresses¬†shown below.

There is not normally any charge for a subject access request. If your request is ‚Äėmanifestly¬†unfounded or excessive‚Äô (for example, if you make repetitive requests) a fee may be charged to cover our administrative costs in responding.

We will respond to your subject access request within 14 days and, in any case, not more than one month of receiving it. Normally, we aim to provide a complete response, including a copy of your personal data within that time. In some cases, however, particularly if your request is more complex, more time may be required up to a maximum of three months from the date we receive your request.

You will be kept fully informed of our progress.

10. Contact details

Contact us at [email protected]
Alternatively, you can contact us by writing to us at:
GDPR Compliance Officer
Recruit UK Limited
Newminster House
27-29 Baldwin Street
Bristol
BS1 1LT

11. Complaints procedure

If you have a complaint about the way your data is stored or handled by Recruit UK Limited, please
contact us at [email protected]
Alternatively, you can contact us by writing to us at:
GDPR Compliance Officer
Recruit UK Limited
Newminster House
27-29 Baldwin Street
Bristol
BS1 1LT

Escalated Complaints
If you remain unhappy with the handling of your data, you can complain to the ICO.
Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF

12. Changes to this Privacy Notice
We may change this Privacy Notice from time to time. This may be necessary, for example, if the law
changes, or if we change our business in a way that affects personal data protection.
Any changes will be made available on our website recruitukltd.co.uk

DIVERSITY POLICY

Inclusivity and fairness are of paramount importance to us. Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities. We will further develop our business culture to encourage, value and manage that belief. 

We intend to eliminate discrimination and encourage diversity amongst our workforce. Our aim is that our employees will be truly representative of all sections of society and each person feels respected and able to give their best.

Our policy purpose:

Not unlawfully discriminate because of the Equality Act 2010 protected characteristics of:

  • age
  • disability
  • gender reassignment
  • marriage or civil partnership
  • pregnancy and maternity
  • race (including colour, nationality, and ethnic or national origin)
  • religion or belief
  • sex
  • sexual orientation

 

Oppose and avoid all forms of unlawful discrimination. This includes:

  • pay and benefits
  • terms and conditions of employment
  • dealing with grievances and discipline
  • dismissal
  • redundancy
  • leave for parents
  • requests for flexible working
  • selection for employment, promotion, training or other developmental opportunities

 

Who is responsible for equal opportunities?

Achieving an equal opportunities workplace is a collective task shared between the employer and all its staff. This policy and the rules contained in it, therefore, apply to all staff of the employer irrespective of seniority, tenure and working house, including all employees, directors,

consultants, trainees, homeworkers and fixed-term staff and any volunteers or interns (referred to as staff).

All staff have a personal responsibility to ensure compliance with this policy, to always treat colleagues with dignity, and not to discriminate against or harass other members of staff, visitors, clients, customers, suppliers and former Recruit UK, employees.

Managers and Directors must take all necessary steps to:

  • Promote the objective of equal opportunities and the values set out in this policy.
  • Ensure that their own behaviour and those of the staff then manage complies in full with this policy;
  • Ensure that any complaints of discrimination, victimisation, or harassment (including against themselves) are dealt with appropriately and are not suppressed or disregarded.

Our Commitments

  1. Encourage equality, diversity and inclusion in the workplace.

  2. Create a working environment free of bullying, harassment, victimisation, and unlawful discrimination, promoting dignity and respect for all, and where individual differences and the contributions of all staff are recognised and valued.

    This commitment includes training managers and all other employees about their rights and responsibilities under the equality, diversity, and inclusion policy. Responsibilities include staff conducting themselves to help the organisation provide equal opportunities in employment, and prevent bullying, harassment, victimisation, and unlawful discrimination.

    All staff should understand they, as well as their employer, can be held liable for acts of bullying, harassment, victimisation, and unlawful discrimination, in the course of their employment, against fellow employees, customers, suppliers and the public.

  3. Take seriously complaints of bullying, harassment, victimisation and unlawful discrimination by fellow employees, customers, suppliers, visitors, the public and any others during the organisation’s work activities.

    Such acts will be dealt with as misconduct under the organisation’s grievance and/or disciplinary procedures, and appropriate action will be taken. Particularly serious complaints could amount to gross misconduct and lead to dismissal without notice.

    Further, sexual harassment may amount to both an employment rights matter and a criminal matter, such as in sexual assault allegations. In addition, harassment under the Protection from Harassment Act 1997 ‚Äď which is not limited to circumstances where harassment relates to a protected characteristic ‚Äď is a criminal offence.

  4. Make opportunities for training, development, and progress available to all staff, who will be helped and encouraged to develop their full potential, so their talents and resources can be fully utilised to maximise the efficiency of the organisation.

  5. Review employment practices and procedures when necessary to ensure fairness, and also update them and the policy to take account of changes in the law.

  6. Monitor the make-up of the workforce regarding information such as age, sex, ethnic background, sexual orientation, religion or belief, and disability in encouraging equality, diversity and inclusion, and in meeting the aims and commitments set out in the equality, diversity and inclusion policy.

    Monitoring will also include assessing how the equality, diversity and inclusion policy, and any supporting action plan, are working in practice, reviewing them annually, and considering and taking action to address any issues.

Agreement to follow this policy

The equality, diversity and inclusion policy is fully supported by senior management at Recruit UK.

Details of Recruit UK‚Äôs grievance and disciplinary policies and procedures can be found in the employee‚Äôs handbook. This includes with whom an employee should raise a grievance ‚Äď usually their line manager.

Use of the organisation’s grievance or disciplinary procedures does not affect an employee’s right to make a claim to an employment tribunal within three months of the alleged discrimination.

Achieve your career goals

Once you have the knowledge, soft skills, practical skills, and qualifications needed for pursuing a career in Financial Planning, we will provide you with guidance toward a suitable path to follow to achieve your career goals.
 
You can confidently apply for job opportunities with a high-quality CV knowing exactly where you sit within the market with inside intel about salary expectations, buzzwords for specific leading firms and referrals from experts you will meet along the way. You will also have the opportunity to utilize the Financial Planner Life recruitment services, giving you further specialized advice and putting you forward for roles which align with your intrinsic values and career goals.
 
Don’t put it on hold, join the community today and discover your potential.
[Join]

Discover your path.

We understand that there isn’t a one size fits all approach to a career in financial planning, which is why we are here to make sure that you’re taking the right route into the profession.
 
We’ve calmed the process down so you can stay within your current company, start studying towards your qualifications and begin to get a real understanding of what the landscape of financial planning looks like in respect of your career.
 
Whether you have aspirations of being an employed adviser, running your own business or doing a more back-office focused role such as compliance, we can help guide and support you down the right path, matching your experience, your network and your intrinsic values.

Uncover your potential.

It starts with taking your qualifications and what we do within the community is support you to pass your qualifications first time. The Financial Planner Life community is all about supporting people’s different learning styles and taking into consideration life’s commitments such as finances, family and existing employment.
 
We believe in offering a personalised learning experience, which is why our program includes study support for industry-recognised exams. Our aim is to ensure that you are well-prepared to pass exams such as the CII-regulated diploma in financial advice, the CII Certificate in Mortgage Advice and the CII Certificate in Paraplanning.
 
Train to become a financial planner with the use of online resources, networking within the community with well-established professionals as well as frequent webinars and Q&As with Sam Oakes and industry-leading professional guests.
 
[Download the full academy prospectus here]

Connect with the Community

Welcome to the Financial Planner Life Academy where well-being, honesty and transparency are at the heart of what we do.
 
We’re here to support you on your journey into a career within the financial planning profession. Whether that’s administration, paraplanning, financial advice or even mortgage advice. Our expert trainers and community will support and educate you and train you to A, pass your qualifications and B, make the right decision about your first employment in the financial planning profession.
 
It could be going down the route of being restricted, or becoming an IFA, you may even have aspirations of running your own business! But what does that look like?
 
We understand that from the outside looking in, it can be daunting to find the correct route into the profession to become a financial planner. The Financial Planner Life Academy is completely independent, allowing you to connect with hundreds of financial planning professionals with different backgrounds, at all levels of experience.
 
You will learn all about the different options you can take, mentored by a diverse mix of professionals so you are equipped with the essential toolkit to be able to make an informed decision about your career path within financial planning.

Apply for this position - Charlotte Evans

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