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 growth 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 employer: Honeycomb Jobs Ltd
Honeycomb is an exceptional employer, offering a dynamic work environment in the heart of Belfast, where you can thrive as a Performance & Operations Manager in Wealth Management. With a strong focus on employee development, competitive salary packages, and a culture that promotes collaboration and accountability, you will have the opportunity to lead high-performing teams while driving business growth and operational excellence. The firm values its employees, providing generous annual leave, a company pension scheme, and the chance to purchase additional holidays, making it an attractive place for professionals seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Performance & Operations Manager - Wealth Management
✨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. A personal recommendation can go a long way in landing that interview.
✨Tip Number 2
Prepare for the interview by researching the company inside out. Understand their values, recent achievements, and challenges they face. This will help you tailor your responses and show that you're genuinely interested in the role.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers and boost your confidence. Focus on showcasing your leadership experience and how you've driven performance in previous roles.
✨Tip Number 4
Don't forget to follow up after your interview! A quick thank-you email reiterating your interest in the position can keep you top of mind for the hiring team. Plus, it shows your professionalism and enthusiasm for the role.
We think you need these skills to ace Performance & Operations Manager - Wealth Management
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 role. Share specific examples of how you've led teams to success and improved operational efficiency in previous positions. 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:Don't forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Honeycomb Jobs Ltd
✨Know Your Numbers
As a Performance & Operations Manager, you'll need to demonstrate your understanding of business performance metrics. Brush up on key financial indicators like P&L targets and Funds Under Management (FUM) before the interview. Be ready to discuss how you've driven growth in previous roles using these metrics.
✨Showcase Your Leadership Style
This role requires strong people leadership skills. Prepare examples that highlight your experience in leading, coaching, and developing high-performing teams. Think about specific situations where you’ve motivated your team or improved performance through effective coaching.
✨Be Ready for Change Management Questions
Given the emphasis on operational excellence and change initiatives, expect questions around managing change and technology adoption. Have a few examples ready that showcase your ability to lead teams through transitions and how you’ve implemented process improvements successfully.
✨Understand the Wealth Management Landscape
Familiarise yourself with current trends and challenges in wealth management. Being able to discuss industry developments and how they impact client outcomes will show your commercial acumen. This knowledge will help you stand out as a candidate who is not only experienced but also forward-thinking.
