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Carol Evans Email & Phone Number

Pension Wise Guidance Specialist caseworker at Citizens Advice bureau Wigan and Leigh at Citizens Advice bureau Wigan and Leigh

Location: Wigan, England, United Kingdom 4 work roles 5 schools

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Current company

Citizens Advice bureau Wigan and Leigh

Role

Pension Wise Guidance Specialist caseworker at Citizens Advice bureau Wigan and Leigh

Location

Wigan, England, United Kingdom

Company size

3947 employees

Who is Carol Evans? Overview

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Quick answer

Carol Evans is listed as Pension Wise Guidance Specialist caseworker at Citizens Advice bureau Wigan and Leigh at Citizens Advice bureau Wigan and Leigh, a company with 3947 employees, based in Wigan, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Carol Evans.

Carol Evans previously worked as Client Services Coordinator at Wigan And Leigh Pensioners Link and Pension Wise Guidance Specialist caseworker at Citizens Advice Bureau Wigan And Leigh. Carol Evans holds Pmi Level 4 Certificate In Pension Scheme Member Guidance, Pass from Pensions Management Institute.

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Citizens Advice bureau Wigan and Leigh

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Profile bio

About Carol Evans

With an excellent record in regulated sales and compliance, I have spent the last few years providing financial advice on protection and savings products. Due to the decision of Lloyds Banking Group to withdraw from advising on stand alone protection products,the role became redundant. Whilst on garden leave, I completed my CeMAP level 3 qualification and am now studying for the Diploma in Financial services. I am currently working for the Citizens Advice Bureau with Pension Wise as a Pension Wise Guidance Specialist caseworker.A hard working reliable and trustworthy individual looking for an opportunity to further develop my existing skills and experience of working in some of the many facets of financial services. A flexible, experienced and motivated individual with excellent communication skills and a proven record for delivering results. A firm believer in honesty and integrity, showing genuine interest and developing long standing relationships. Can work individually without supervision or as part of a team.

Listed skills include Financial Services, Banking, Retail Banking, Finance, and 23 others.

Current workplace

Carol Evans's current company

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Citizens Advice Bureau Wigan And Leigh

Pension Wise Guidance Specialist caseworker at Citizens Advice bureau Wigan and Leigh

london, greater london, united kingdom

Website

citizensadvice.org.uk

Employees

3947

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4 roles

Carol Evans work experience

A career timeline built from the work history available for this profile.

Client Services Coordinator

Current

Wigan And Leigh Pensioners Link

Leigh, England, United Kingdom

Sep 2022 - Present

Pension Wise Guidance Specialist Caseworker

Current

Citizens Advice Bureau Wigan And Leigh

North West

To provide Pension and Retirement planning guidance as per the standards set by the Financial Conduct Authority helping people to understand their options regarding their pension pots, ensuring they are fully informed of the options available, tailoring the guidance to reflect their individual circumstances, To raise awareness of the potential scams that.

Apr 2015 - Present

Financial Consultant

Halifax

North Manchester

Reviewing personal protection requirements, and advising clients how to protect their family and lifestyle in the event of death, suffering a critical illness or being unable to work longer term through any illness or accident.Coaching new and existing Protection advisors. Assisting bank colleagues in becoming more confident talking to customers about.

Jul 2012 - Apr 2015

Lloydsbanking

Lloyds Bank

Several Branches Greater Manchester

Advising on all areas of retail banking, lending, savings, general insurance sales as well as providing excellent customer service dealing with bereavements and general enquiries. Branch management, sales enablement and provision of savings and investment advice including pensions and protection

Sep 1985 - Jul 2012

Team & coworkers

Colleagues at Citizens Advice bureau Wigan and Leigh

Other employees you can reach at citizensadvice.org.uk. View company contacts for 3947 employees →

PF

Pat Furzer Colleague at Citizens Advice Bureau Wigan And Leigh Greater Swansea Area, United Kingdom View → JG

Jane Greig Colleague at Citizens Advice Bureau Wigan And Leigh Alloa, Scotland, United Kingdom, United Kingdom View → PA

Peter Arron Colleague at Citizens Advice Bureau Wigan And Leigh Greater Stoke-on-Trent Area, United Kingdom View → JW

Jane Whaley Colleague at Citizens Advice Bureau Wigan And Leigh Tetbury, England, United Kingdom, United Kingdom View → LJ

Lloyd Jones Colleague at Citizens Advice Bureau Wigan And Leigh Merthyr Tydfil, Wales, United Kingdom, United Kingdom View → EB

Emily Brook Colleague at Citizens Advice Bureau Wigan And Leigh Greater Plymouth Area, United Kingdom View → JS

Jill Shilladay Colleague at Citizens Advice Bureau Wigan And Leigh Wigan, England, United Kingdom, United Kingdom View → SC

Samantha Calder Colleague at Citizens Advice Bureau Wigan And Leigh London, England, United Kingdom, United Kingdom View → AA

Alex Anderson Colleague at Citizens Advice Bureau Wigan And Leigh Torpoint, England, United Kingdom, United Kingdom View → GL

Greg Long Colleague at Citizens Advice Bureau Wigan And Leigh Greater Sheffield Area, United Kingdom View →

5 education records

Carol Evans education

Pmi Level 4 Certificate In Pension Scheme Member Guidance, Pass

Pensions Management Institute

3 A Levels. Maths French Ecnomics

Leigh College

Maths French economics A levels

Education record

Low Ton High

8 O level passes including Maths and English

Financial Planning And Services

.

Activities and Societies: Financial Planning Certificate Papers 1, 2 and 3 passed CII Investors in People accredited Pensions guidance.

Mortgages - Certificate In Mortgage Advice And Planning Level 3 Cemap, Merit/Distinction

Institute Of Financial Services

FAQ

Frequently asked questions about Carol Evans

Quick answers generated from the profile data available on this page.

What company does Carol Evans work for?

Carol Evans works for Citizens Advice bureau Wigan and Leigh.

What is Carol Evans's role at Citizens Advice bureau Wigan and Leigh?

Carol Evans is listed as Pension Wise Guidance Specialist caseworker at Citizens Advice bureau Wigan and Leigh at Citizens Advice bureau Wigan and Leigh.

Where is Carol Evans based?

Carol Evans is based in Wigan, England, United Kingdom while working with Citizens Advice bureau Wigan and Leigh.

What companies has Carol Evans worked for?

Carol Evans has worked for Wigan And Leigh Pensioners Link, Citizens Advice Bureau Wigan And Leigh, Halifax, and Lloyds Bank.

Who are Carol Evans's colleagues at Citizens Advice bureau Wigan and Leigh?

Carol Evans's colleagues at Citizens Advice bureau Wigan and Leigh include Pat Furzer, Jane Greig, Peter Arron, Jane Whaley, and Lloyd Jones.

How can I contact Carol Evans?

You can use AeroLeads to view verified contact signals for Carol Evans at Citizens Advice bureau Wigan and Leigh, including work email, phone, and LinkedIn data when available.

What schools did Carol Evans attend?

Carol Evans holds Pmi Level 4 Certificate In Pension Scheme Member Guidance, Pass from Pensions Management Institute.

What skills is Carol Evans known for?

Carol Evans is listed with skills including Financial Services, Banking, Retail Banking, Finance, Customer Service, Pensions, Portfolio Management, and Financial Advisory.

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