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- Tasks: Coach and influence advisers to enhance performance and drive business growth.
- Company: A national Chartered financial planning business with a focus on collaboration.
- Benefits: Competitive salary, bonus, field/hybrid working, and flexibility.
- Why this job: Shape the future of multiple firms while enjoying autonomy in your role.
- Qualifications: Experience in financial planning and strong people management skills.
- Other info: High-impact role with opportunities for personal and professional growth.
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 Paisley 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 Paisley
✨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 specific examples of how you've influenced and improved performance in previous roles. This will demonstrate that you’re not just about numbers but also about people.
✨Tip Number 3
Prepare for those tricky questions! Think about how you would handle challenging situations with senior stakeholders. Practise your responses so you can confidently showcase your ability to influence and manage relationships effectively.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you stand out. Plus, applying directly shows your enthusiasm for the role and gives us a chance to see your personality shine through.
We think you need these skills to ace Performance Manager in Paisley
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 how you've influenced growth in previous roles.
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 influencing others. Share specific examples of how you've helped teams improve performance and drive growth.
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 data to inform decisions and drive results in your past roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to keep track of your application and ensure it gets the attention it deserves!
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. Before the interview, brush up on key financial metrics relevant to the role. Be ready to discuss how you've used data to drive growth in previous positions.
✨Showcase Your Coaching Skills
This role is all about influencing and coaching others. Prepare examples of how you've successfully coached individuals or teams in the past. Highlight your ability to adapt your approach to different personalities and situations.
✨Build Relationships
Since you'll be managing senior stakeholders, it's crucial to demonstrate your relationship-building skills. Think of instances where you've influenced senior individuals or navigated complex relationships. Be prepared to discuss your strategies for building trust and rapport.
✨Understand the Business Landscape
Familiarise yourself with the financial planning industry and the specific challenges firms face. Research the company’s recent developments and be ready to discuss how you can help them scale effectively. Showing that you understand their business will set you apart.