At a Glance
- Tasks: Lead and develop high-performing teams in wealth management to drive business growth.
- Company: Leading UK Financial Advisory firm with a focus on operational excellence.
- Benefits: Up to £75,000 salary, bonus, pension scheme, and 25 days annual leave.
- Other info: Opportunity for professional development and a supportive team culture.
- Why this job: Make a real impact in a dynamic environment while advancing your career.
- Qualifications: Level 4 Diploma in Financial Planning and experience in wealth management.
The predicted salary is between 75000 - 75000 € per year.
Honeycomb is delighted to be partnering exclusively with a leading UK Financial Advisory firm to recruit a Regional Performance & Operations Manager for their Belfast office. This is a full-time, permanent opportunity for a commercially driven professional with a Level 4 Diploma in Financial Planning and proven experience leading, developing and motivating high-performing teams. The successful candidate will play a key role in driving business growth, operational excellence and adviser performance across the region.
About the Role
Our client is seeking an experienced and commercially minded Performance and Operations Manager to lead the development, growth and operational effectiveness of a regional wealth management office. This is a broad leadership role with responsibility for business performance, adviser development, operational excellence and strategic growth. You will work closely with advisers and support teams to drive productivity, improve client outcomes and ensure the successful delivery of regional business plans. The role would suit an individual with strong experience in wealth management, financial advice or professional services who combines commercial acumen with strong people leadership and operational capability.
Key Responsibilities:
- Business Leadership & Growth
- Create and deliver regional business plans aligned to strategic objectives
- Drive profitable growth, adviser productivity and Funds Under Management (FUM)
- Monitor business performance and deliver against P&L targets
- Identify opportunities for organic growth, cross-selling and client retention
- Support local marketing initiatives and development of professional introducer relationships
- Adviser & Team Development
- Lead, coach and support advisers and operational staff across the region
- Manage recruitment, succession planning and capability development
- Conduct regular performance reviews and implement development plans
- Build a high-performance culture focused on collaboration, accountability and client outcomes
- Provide guidance through challenging conversations and change initiatives
- Operational Excellence
- Drive operational efficiency and continuous improvement initiatives
- Support technology adoption, user acceptance testing and process implementation
- Develop scalable regional operating models and hub integration
- Ensure robust MI reporting, benchmarking and performance analysis
- Promote consistency and best practice across teams and processes
- Risk & Governance
- Identify business quality, operational and compliance risks
- Support adherence to regulatory requirements and internal governance frameworks
- Maintain strong oversight of advice standards and client outcomes
About You
The ideal candidate will be a confident and credible leader with strong experience within wealth management or financial advice. You will bring:
- Proven experience managing business performance and delivering against commercial objectives
- Strong understanding of wealth management and the financial advice process
- Experience leading, coaching and developing high-performing teams
- Demonstrable operational and process improvement capability
- Strong analytical skills with the ability to interpret and present management information
- Excellent stakeholder management and influencing skills
- Experience managing change, technology adoption or operational transformation initiatives
- Sound judgement, critical thinking and decision-making capability
Package
Up to £75,000 per annum
Bonus
Company pension scheme
25 days annual leave
Birthday as an additional day off
Opportunity to purchase additional holidays
How to Apply
To apply for this role, submit your CV via the application form provided. Alternatively, to speak in absolute confidence about this opportunity, please contact Louise Quinn at Honeycomb Jobs.
Disclaimer
If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss. Honeycomb is committed to providing equality of opportunity to all. Please note, we are receiving an exceptionally high number of applications and may be unable to shortlist candidates who do not meet the specific requirements for this role. Due to the volume of applications, we may be unable to provide individual feedback. We thank you in advance for your understanding.
Performance & Operations Manager - Wealth Management in Lisburn employer: Honeycomb Jobs Limited
Join a leading UK Financial Advisory firm in Belfast, where you will thrive in a dynamic work culture that prioritises professional growth and operational excellence. With a competitive salary of up to £75,000, generous annual leave, and a supportive environment for team development, this role offers a unique opportunity to make a significant impact in wealth management while enjoying a fulfilling career path.
StudySmarter Expert Advice🤫
We think this is how you could land Performance & Operations Manager - Wealth Management in Lisburn
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their business goals and think about how your experience can help them achieve those objectives. This will show you’re not just another candidate, but someone who’s genuinely interested in contributing to their success.
✨Tip Number 3
Practice your pitch! Be ready to articulate your leadership style and how you've driven performance in previous roles. Use specific examples that highlight your ability to lead teams and improve operational efficiency – this is key for a Performance & Operations Manager.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s get you that dream job!
We think you need these skills to ace Performance & Operations Manager - Wealth Management in Lisburn
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Performance & Operations Manager role. Highlight your leadership experience in wealth management and any achievements that demonstrate your ability to drive business growth.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for this position. Share specific examples of how you've led teams to success and improved operational efficiency in previous roles. This is your chance to show your personality!
Showcase Your Analytical Skills:Since the role requires strong analytical skills, make sure to include examples of how you've used data to drive decisions or improve performance. We want to see how you interpret and present management information effectively.
Apply Through Our Website:To ensure your application gets the attention it deserves, apply directly through our website. This way, we can easily track your application and get back to you as soon as possible. Good luck!
How to prepare for a job interview at Honeycomb Jobs Limited
✨Know Your Numbers
Make sure you’re familiar with key metrics related to wealth management, such as Funds Under Management (FUM) and P&L targets. Being able to discuss these figures confidently will show that you understand the business's financial health and can contribute to its growth.
✨Showcase Your Leadership Style
Prepare examples of how you've led and developed high-performing teams in the past. Think about specific situations where you motivated your team or improved performance. This will demonstrate your capability to lead and inspire others in a similar role.
✨Understand Operational Excellence
Brush up on operational efficiency strategies and continuous improvement initiatives. Be ready to discuss how you’ve implemented process improvements or technology adoption in previous roles, as this is crucial for driving operational effectiveness.
✨Prepare for Challenging Conversations
Think about times when you had to navigate difficult discussions or change initiatives. Be prepared to share how you approached these situations, as strong communication and conflict resolution skills are essential for this role.
