At a Glance
- Tasks: Lead and develop a high-performing team in wealth management operations.
- Company: Join a leading UK Financial Advisory firm with a focus on growth.
- Benefits: Competitive salary, bonus, pension scheme, and generous annual leave.
- Other info: Dynamic role with opportunities for professional development and career advancement.
- Why this job: Make a real impact in driving business growth and adviser performance.
- Qualifications: Level 4 Diploma in Financial Planning and leadership experience required.
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.
Wealth Management Regional Performance & Ops Lead 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 not just a job but a pathway to develop your leadership skills while making a significant impact on business performance and adviser development.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Management Regional Performance & Ops Lead 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 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 skills and experience in driving business growth.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining our team and contributing to our success.
We think you need these skills to ace Wealth Management Regional Performance & Ops Lead in Belfast
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of Regional Performance & Ops Lead. Highlight your experience in wealth management and any leadership roles you've held. We want to see how your skills align with the key responsibilities outlined in the job description.
Showcase Your Achievements:When detailing your work history, focus on specific achievements that demonstrate your ability to drive business growth and operational excellence. Use numbers and examples where possible – we love a good success story!
Be Clear and Concise:Keep your application clear and to the point. Avoid jargon and ensure your writing is easy to read. We appreciate straightforward communication, so make it easy for us to see why you’re the right fit for the role.
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 the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Honeycomb
✨Know Your Numbers
Make sure you’re familiar with key financial metrics and performance indicators relevant to wealth management. Brush up on your understanding of P&L targets, Funds Under Management (FUM), and how they relate to business growth. This will show that you’re not just a people person but also commercially savvy.
✨Showcase Leadership Experience
Prepare specific examples of how you’ve led teams in the past, particularly in high-pressure situations. Think about times when you’ve motivated advisers or improved team performance. Be ready to discuss your coaching style and how you foster a high-performance culture.
✨Demonstrate Operational Insight
Be prepared to talk about your experience with operational excellence and process improvements. Highlight any initiatives you’ve led that resulted in increased efficiency or better client outcomes. This will demonstrate your ability to drive operational effectiveness in the role.
✨Engage with Stakeholders
Think about how you’ve managed relationships with various stakeholders in previous roles. Prepare to discuss your approach to influencing and collaborating with advisers and support teams. Showing that you can navigate complex relationships will be key in this leadership position.
