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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 field/hybrid working, and autonomy in your role.
- Why this job: Make a real impact by shaping and influencing multiple firms in a growing business.
- Qualifications: Experience in financial planning, strong people management, and data-driven mindset.
- Other info: Dynamic role with opportunities for professional development and relationship building.
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 Newtownabbey 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 Newtownabbey
✨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 interviewers, share examples of how you've influenced and improved performance in previous roles. They want to see that you can motivate and guide others, so make it personal and relatable.
✨Tip Number 3
Be data-savvy! Brush up on your understanding of performance metrics and reporting. 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 unique experiences and how they align with the role. Don’t forget to highlight your relationship-building skills and commercial mindset!
We think you need these skills to ace Performance Manager in Newtownabbey
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 well as any relevant metrics you've worked with.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this role. Share specific examples of how you've influenced growth and improved performance in previous positions, and don’t forget to show your passion for coaching and supporting others.
Showcase Your Data Skills: Since the 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 data to drive decisions and improve outcomes in your past roles.
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 gives you a chance to explore more about our company culture!
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 financial planning knowledge and be ready to discuss how you've used data to drive growth in previous roles. This shows you understand the commercial mindset they’re looking for.
✨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 relationship-building skills and how you've managed to get the best out of people who are used to doing things their own way.
✨Prepare for Stakeholder Management Questions
Expect questions about managing senior stakeholders. Think of specific instances where you've influenced decision-makers or navigated challenging conversations. Be ready to demonstrate your ability to challenge and influence effectively.
✨Understand the Business Landscape
Familiarise yourself with the company’s position in the financial planning sector. Research their recent acquisitions and how they integrate new firms. Showing that you understand their business model will impress them and demonstrate your commitment to the role.