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- Tasks: Coach and influence advisers to boost performance and drive growth across the business.
- Company: A national Chartered financial planning firm with a focus on growth and best practices.
- Benefits: Competitive salary, bonus, flexible working, and a high-impact role.
- Why this job: Shape the future of multiple firms while enjoying autonomy and flexibility.
- Qualifications: Experience in financial planning and strong people management skills.
- Other info: Opportunity to build relationships and influence senior stakeholders.
The predicted salary is between 65000 - 75000 £ per year.
Join a growing national Chartered financial planning business as a Performance Manager working across a regional patch, supporting advisers and business owners to improve performance, drive growth, and embed best practice across the business. This isn’t a pure sales role. It’s about coaching, influencing, and getting the best out of people – particularly those who have been used to running things their own way.
You’ll do:
- Work closely with advisers to improve performance and drive growth
- Support business planning and help firms scale effectively
- Manage and influence senior stakeholders, including Heads of Office and business owners
- Provide insight and reporting on performance, MI, and key metrics
- Support integration of acquired firms into a wider group structure
- Travel across your region, building strong relationships across multiple offices
You’ll bring:
- Experience within financial planning / IFA / wealth management
- Strong people management and relationship skills
- The ability to influence and challenge senior individuals
- A commercial mindset with an understanding of growth drivers
- Confidence working with data and performance metrics
- A background in advising, sales management, or operational leadership
You’ll get:
- £65,000 – £75,000 base + bonus
- Field/Hybrid working
- A high-impact, visible role within a growing business
- Flexibility and autonomy in how you manage your region
- The opportunity to shape and influence multiple firms
Performance Manager in Lisburn employer: BWD Search & Selection
Contact Detail:
BWD Search & Selection Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Performance Manager in Lisburn
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. Building relationships can open doors that a CV just can’t.
✨Tip Number 2
Show off your coaching skills! When you get the chance to chat with potential employers, share examples of how you've influenced and improved performance in previous roles. They want to see that you can get the best out of people, so let your experience shine!
✨Tip Number 3
Be data-savvy! Brush up on your understanding of performance metrics and MI reporting. When discussing your experience, highlight how you've used data to drive growth and make informed decisions. This will show you're not just a people person, but also a strategic thinker.
✨Tip Number 4
Apply through our website! We love seeing candidates who are genuinely interested in joining us. Tailor your application to reflect your passion for coaching and influencing others in the financial planning space. Let’s make it happen together!
We think you need these skills to ace Performance Manager in Lisburn
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Performance Manager role. Highlight your experience in financial planning and people management, as these are key to impressing us.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your coaching and influencing skills. Tell us how you've helped others improve their performance and drive growth in previous roles.
Showcase Your Data Skills: Since this role involves working with performance metrics, don’t forget to mention any experience you have with data analysis. We want to see how you’ve used data to make informed decisions in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at BWD Search & Selection
✨Know Your Numbers
As a Performance Manager, you'll need to be comfortable with data and performance metrics. Brush up on key financial planning statistics and be ready to discuss how you've used data to drive growth in previous roles. This shows you understand the commercial mindset required for the job.
✨Showcase Your Coaching Skills
This role is all about influencing and coaching others. Prepare examples of how you've successfully supported advisers or teams in improving their performance. Highlight your ability to adapt your coaching style to different personalities and situations.
✨Build Relationships Before You Walk In
Since this position involves managing senior stakeholders, it’s crucial to demonstrate your relationship-building skills. Research the company and its leaders, and if possible, connect with them on LinkedIn before the interview. This will help you establish rapport and show your genuine interest in the business.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving and influencing abilities. Think of specific situations where you had to challenge senior individuals or manage change effectively. Use the STAR method (Situation, Task, Action, Result) to structure your responses clearly.