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 collaboration and excellence.
- Benefits: Competitive salary up to £75,000, bonus, pension scheme, and 25 days annual leave.
- Other info: Dynamic role with opportunities for professional growth and operational excellence.
- Why this job: Make a real impact in wealth management while developing your leadership skills.
- 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. 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.
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
- 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
- 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
- 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
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.
Regional Performance & Operations Lead - Wealth Management in Belfast employer: MCS Group | Your Specialist Recruitment Consultancy
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 career advancement, this role offers a unique chance to lead high-performing teams while driving business success in the wealth management sector.
Contact Details:
MCS Group | Your Specialist Recruitment Consultancy Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Regional Performance & Operations Lead - Wealth Management in Belfast
✨Tip Number 1
Network like a pro! Get out there and connect with people in the wealth management sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, and think about how your experience aligns with their goals. Practice common interview questions and come up with examples that showcase your leadership and operational skills. Confidence is key!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in making you memorable. It shows your enthusiasm for the role and gives you another chance to highlight why you’re the perfect fit for their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be the perfect match for you. Plus, applying directly can sometimes give you an edge over other candidates. Let’s get you that dream job!
We think you need these skills to ace Regional Performance & Operations Lead - Wealth Management in Belfast
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of Regional Performance & Operations Lead. Highlight your experience in wealth management and any leadership roles you've held. We want to see how your skills align with the job description!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this position. Share specific examples of how you've driven business growth and improved operational efficiency in previous roles.
Showcase Your Achievements:When detailing your experience, focus on your achievements rather than just responsibilities. Use metrics where possible to demonstrate your impact, like how you increased adviser productivity or improved client outcomes.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at MCS Group | Your Specialist Recruitment Consultancy
✨Know Your Numbers
Make sure you’re familiar with key performance indicators relevant to wealth management. Brush up on metrics like Funds Under Management (FUM) and how they relate to business growth. Being able to discuss these figures confidently will show your commercial acumen.
✨Showcase Your Leadership Style
Prepare examples of how you've led and developed high-performing teams in the past. Think about specific challenges you faced and how you motivated your team to overcome them. This will demonstrate your capability in people leadership, which is crucial for this role.
✨Understand Operational Excellence
Familiarise yourself with operational efficiency concepts and continuous improvement initiatives. Be ready to discuss how you’ve implemented process improvements or technology adoption in previous roles. This will highlight your operational capability and strategic mindset.
✨Engage with Stakeholders
Think about your experience in stakeholder management and how you’ve influenced decisions in the past. Prepare to share stories that illustrate your ability to build relationships and drive collaboration across teams. This will be key in demonstrating your fit for the role.
