At a Glance
- Tasks: Lead and develop high-performing teams in wealth management to drive business growth.
- Company: Join a leading UK Financial Advisory firm with a focus on operational excellence.
- Benefits: Earn up to £75,000, enjoy 25 days annual leave, and a company pension scheme.
- Other info: Opportunity for professional growth and a supportive workplace culture.
- Why this job: Make a real impact in a dynamic environment while advancing your career in finance.
- Qualifications: Level 4 Diploma in Financial Planning and experience in managing teams.
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.
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 Belfast employer: Honeycomb
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 opportunities for additional holiday purchases, this role offers a rewarding environment for those looking to make a significant impact in wealth management. The firm fosters a collaborative atmosphere, empowering you to lead high-performing teams while driving business success and enhancing client outcomes.
StudySmarter Expert Advice🤫
We think this is how you could land Performance & Operations Manager – Wealth Management in Belfast
✨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 friendly chat can sometimes lead to job openings that aren't even advertised.
✨Tip Number 2
Prepare for interviews by researching the company inside out. Understand their business model, recent achievements, and challenges they face. This will help you tailor your answers and show that you're genuinely interested in the role.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common questions. The more you practice, the more confident you'll feel when it’s your turn to shine.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Performance & Operations Manager – Wealth Management in Belfast
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Performance & Operations Manager role. Highlight your experience in wealth management and any leadership roles you've had. We want to see how your skills align with the job description!
Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements! Use numbers and examples to demonstrate how you’ve driven growth or improved performance in previous roles. This will help us see the impact you can make.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a perfect fit. We love seeing genuine enthusiasm for the position!
Apply Through Our Website:Remember to apply through our website for the best chance of being noticed. It’s the easiest way for us to keep track of your application and ensure it gets to the right people. Don’t miss out!
How to prepare for a job interview at Honeycomb
✨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.
✨Showcase Leadership Skills
This role requires strong leadership capabilities. Prepare examples of how you've led and developed high-performing teams. Think about specific challenges you've faced and how you motivated your team to overcome them. This will show your potential employer that you're the right fit for their culture.
✨Understand Operational Excellence
Familiarise yourself with operational efficiency and continuous improvement initiatives. Be prepared to discuss any relevant experience you have with process implementation or technology adoption. Highlighting your analytical skills and ability to interpret management information will set you apart.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving and decision-making skills. Think of scenarios where you've had to manage change or navigate compliance risks. Practising your responses will help you articulate your thought process clearly during the interview.
