At a Glance
- Tasks: Lead operations and drive business growth in a dynamic wealth management environment.
- Company: Join one of the UK's largest Chartered financial planning firms.
- Benefits: Competitive salary, bonus, 25 days leave, and flexible benefits.
- Other info: Opportunity for career growth and development in a supportive culture.
- Why this job: Make a real impact in a high-performance, client-focused team.
- Qualifications: Experience in P&L management and strong people management skills.
The predicted salary is between 50000 - 65000 £ per year.
Fairstone is a full-service wealth management house delivering intelligent solutions for Client’s lifetime financial journey. We are one of the UK’s largest Chartered financial planning firms, our team of financial advisers offer independent financial advice, investment management and estate planning services. Our clients are at the centre of everything we do and thanks to them we are one of the most trusted wealth management firms.
We’re actively seeking a dynamic and commercially minded Performance Manager to lead our operations in our North West hub. You’ll be responsible for delivering business growth, driving operational excellence, and ensuring our team thrives in a high-performance, client-focused environment.
Responsibilities
- Local office management
- Business plan creation and execution
- P&L delivery
- Local team management including adviser recruitment and succession
- Training and development and supervision
- Identification of business quality and compliance issues
- Local performance management
- Organic growth, FUM growth and distribution
- Investment framework uptake
- Local marketing activity and building of professional connections
- Cross-sell and up-sell
- Customer Acquisition Programme
- Local operational management
- Technology user acceptance testing and adoption
- Process testing and continuous improvement
- Hub development and integration across region
- MI and reporting, benchmarking of performance/productivity
Skills and Qualifications
- P&L management and delivery of business plans
- Driving business performance
- Commercial acumen
- Monitoring and supporting staff performance
- Having difficult conversations and building relationships
- Influencing skills
- Critical thinking (specifically decision making)
- People management (performance/translating skills gaps to development plan and resourcing)
- Managing and driving operational efficiency
- Deep understanding of advice process within a regulated Financial Planning environment
- Data interpretation, manipulation and presentation informing data driven decision making
- Continuous improvement and process development
- Technology user acceptance testing and adoption
Benefits
- Competitive Salary and bonus
- Company pension scheme
- 25 days annual leave
- Birthday as an additional day off
- Opportunity to purchase additional holidays
- Enhanced family friendly policies
- Cycle to work scheme
- Flexible benefits
Fairstone is committed to the equal treatment of all current and prospective employees and does not condone discrimination on the basis of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.
Performance Manager - North West employer: Job Role Fairstone
Fairstone is an exceptional employer, offering a dynamic work environment where employees are empowered to drive business growth and operational excellence. With a strong focus on professional development, competitive salaries, and a supportive culture that prioritises client satisfaction, our North West hub provides unique opportunities for career advancement in the wealth management sector. Join us to be part of a trusted team that values your contributions and fosters a high-performance atmosphere.
StudySmarter Expert Advice🤫
We think this is how you could land Performance Manager - North West
✨Tap into Campus Networks
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We think you need these skills to ace Performance Manager - North West
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Job Role Fairstone.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Job Role Fairstone's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Job Role Fairstone
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Job Role Fairstone.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Job Role Fairstone will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Job Role Fairstone employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
