At a Glance
- Tasks: Lead and inspire a team of financial advisers to achieve exceptional performance.
- Company: Boutique wealth management firm aiming for excellence in the South East.
- Benefits: Competitive salary, private medical insurance, hybrid working, and potential shares in the business.
- Other info: Dynamic environment with a culture that values your voice and contributions.
- Why this job: Shape the future of wealth management while developing top talent and driving growth.
- Qualifications: Experience in sales leadership within financial services; Level 4 Diploma preferred.
The predicted salary is between 60000 - 80000 £ per year.
Location: Wallingford, Oxfordshire
This role requires proven experience managing, developing, or recruiting financial advisers within a regulated financial planning or wealth management environment.
We are seeking a dynamic, driven, and inspirational Performance Director to join our boutique wealth management firm. This senior leadership role is pivotal in shaping the growth, performance, and long‑term success of our adviser team. You will lead from the front - recruiting top talent, driving performance, developing business opportunities, and helping to define the strategic direction of the firm. This is an exceptional opportunity for an experienced leader who thrives in a high‑performance, values‑driven environment where impact is visible and rewarded, and excellence is expected.
Our clients are a fast‑paced and ambitious boutique wealth management firm based in Oxfordshire, with a clear vision: to become the leading wealth management firm in the South East, not only in the excellence of service they provide to clients, but also in their ability to attract, develop, and retain the very best talent in the industry.
Salary & Benefits
- Basic Salary £60,000 - £80,000
- Private Medical Insurance
- Flexibility and autonomy in how you work
- Hybrid working arrangements
- Life assurance
- Future opportunity of shares in the business
- A culture where your voice matters and your contribution shapes the future of the business
Key Responsibilities
- Recruitment & Onboarding: Identify, attract and recruit high‑calibre financial advisers. Design and implement a structured onboarding process to ensure seamless integration and strong early‑stage performance.
- Performance Management: Set clear performance expectations and KPIs for advisers. Monitor, review, and coach to performance, providing constructive feedback and development support.
- Leadership & Coaching: Act as a mentor and leader, fostering a culture of excellence, collaboration, and accountability. Lead by example, modelling best practice and encouraging continuous professional development.
- Business Development & Growth: Define and implement the business development strategy for the adviser team. Support advisers with their own business development activity through guidance, training, and resource provision. Develop and initiate new business opportunities and strategic initiatives. Play an active role in shaping the firm’s strategy and future direction. Represent the business at key events, within professional networks, and across the wider industry. Strong decision making and sound judgement by using relevant information to make balanced decisions whilst taking ownership of the outcomes, reflecting on results to inform future decisions and actions.
Skills & Attributes
- Proven track record in sales leadership within financial services or wealth management.
- Strong ability to influence, motivate, and inspire performance.
- High energy, resilience, and a results‑driven mindset.
- Excellent communication and interpersonal skills.
- Strategic thinker with hands‑on capability to execute.
Qualifications & Experience
- Level 4 Diploma in Financial Planning (preferred but not essential).
- Extensive experience in sales leadership within financial services or wealth management.
- Strong understanding of regulatory requirements and compliance standards.
Wealth Adviser Development & Performance Director in Wallingford employer: Swarm Recruitment
Join our dynamic boutique wealth management firm in Wallingford, Oxfordshire, where your leadership will directly influence the growth and success of our adviser team. We offer a supportive work culture that values your input, alongside competitive benefits such as private medical insurance, hybrid working arrangements, and the potential for future shares in the business. Here, you will find ample opportunities for professional development and the chance to make a meaningful impact in a high-performance environment.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Adviser Development & Performance Director in Wallingford
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Swarm Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Wealth Adviser Development & Performance Director in Wallingford
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 Swarm Recruitment.
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 Swarm Recruitment'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 Swarm Recruitment
✨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 Swarm Recruitment.
✨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 Swarm Recruitment 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 Swarm Recruitment 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.
