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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 employer: BWD Search & Selection
Contact Detail:
BWD Search & Selection Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Performance Manager
✨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 hiring managers or during interviews, share examples of how you've influenced and improved performance in previous roles. This is your time to shine and demonstrate that you can get the best out of people.
✨Tip Number 3
Be data-savvy! Brush up on your understanding of performance metrics and reporting. If you can talk confidently about how you've used data to drive growth in the past, you'll definitely stand out. Remember, numbers speak volumes!
✨Tip Number 4
Apply through our website! We want to see your application come through directly. It shows you're keen and gives us a chance to see your enthusiasm for the role. Plus, it’s the best way to ensure your application gets the attention it deserves.
We think you need these skills to ace Performance Manager
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 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 business owners in the past. Highlight your ability to get the best out of people, especially those who are set in their ways.
✨Build Relationships
Since you'll be managing senior stakeholders, think about how you can demonstrate your relationship-building skills. Have anecdotes ready that showcase your ability to influence and challenge senior individuals effectively while maintaining strong professional relationships.
✨Understand the Business Landscape
Familiarise yourself with the current trends in financial planning and wealth management. Being able to discuss industry challenges and opportunities will show that you're not just focused on the role but also on the bigger picture of the business and its growth.