MI Search Ltd in Kingston upon Thames invites a commercially minded Lead Financial Planner to head and grow a profitable financial planning office. This role combines client-facing advisory work with leadership, people management and business development responsibilities.
Reporting to the Regional Director, you will oversee day‑to‑day office operations, support advisers and staff, ensure regulatory compliance and drive sustainable growth while continuing to service your own client portfolio.
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Lead Financial Planner & Growth Leader employer: MI Search Ltd
As a Lead Financial Planner in Kingston, you will join a dynamic and supportive work culture that prioritises employee development and growth. With a competitive salary, generous bonus scheme, and comprehensive benefits, our company fosters an environment where ambitious professionals can thrive while making a meaningful impact on clients' financial futures. The opportunity to lead a successful office and mentor fellow advisers ensures that your career will flourish in this vibrant location.