Bank shift to cover sickness and annual leave (Hours will be between Monday - Friday 8.45am - 3.30pm)
Friends of the Elderly (FotE) is a not-for-profit charity dedicated to providing excellent care with a family feel, we have been supporting older people for over 100 years.
The charity provides care home and day care services for older people, as well as grants for older people in financial difficulty.
This employed Retirement Planning Specialist job in Weybridge provides the opportunity to join a regional financial planning firm and focus on providing advice to existing clients entering decumulation.
As a Retirement Planning Specialist, you will be introduced to clients from your fellow Financial Advisors, for clients who are requesting a significant withdrawal; are entering decumulation stage and want to undertake full retirement planning or wish to make changes to their retirement income strategy.
Majority of the cases will be with existing clients or enquiries specifically for this area of advice.
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