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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 focused on innovation and growth.
- Benefits: Competitive salary, bonus, flexible working, and a high-impact role.
- Why this job: Shape the future of financial planning while building strong relationships.
- Qualifications: Experience in financial planning and strong people management skills.
- Other info: Enjoy autonomy and the chance to influence multiple firms.
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 Milton 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 Milton
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning space. Attend industry events, join relevant 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 hiring managers or during interviews, 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 make it personal and relatable.
✨Tip Number 3
Be data-savvy! Brush up on your ability to interpret performance metrics and MI. During interviews, be ready to discuss how you've used data to drive growth and support business planning. It’s all about showing you can back up your strategies with solid insights.
✨Tip Number 4
Apply through our website! We love seeing candidates who take the initiative. Make sure your application reflects your understanding of the role and how you can help advisers and business owners thrive. Let’s get you in front of the right people!
We think you need these skills to ace Performance Manager in Milton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Performance Manager role. Highlight your experience in financial planning and people management, and don’t forget to showcase your ability to influence and coach others.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about coaching and driving growth. Share specific examples of how you've supported advisers or business owners in the past.
Showcase Your Data Skills: Since this role involves working with performance metrics, make sure to mention any experience you have with data analysis. We want to see how you’ve used insights to drive performance improvements in previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get to know you better. 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 be working with data and performance metrics. Brush up on your understanding of key financial indicators and be ready to discuss how you've used data to drive growth in previous roles. This shows you’re not just about coaching but also about making informed decisions.
✨Showcase Your Coaching Skills
Prepare examples of how you've successfully influenced and coached others in the past. Think about specific situations where you helped someone improve their performance or adapt to new practices. This will demonstrate your ability to get the best out of people, which is crucial for this role.
✨Build Relationships
Since you'll be managing senior stakeholders, practice how you can establish rapport quickly. Be ready to discuss your approach to building strong relationships and influencing decision-makers. Highlight any experience you have in managing diverse teams or working across multiple offices.
✨Understand the Business Landscape
Familiarise yourself with the financial planning industry and the specific challenges firms face. Research the company’s recent developments and think about how you can contribute to their growth. This will show that you're proactive and genuinely interested in the role and the business.