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*Previous experience in the management of financial advisors is a prerequisite for this role
Salary - £100-120k + Bonus
We’ve just landed an incredible opportunity with one of our major national clients — a prestigious and well-established financial advice firm — and they’re looking for a Performance Manager to lead from the front and help shape the future of their newest regional hub.
The Role:
This is a non-fee earning leadership role focused on managing, mentoring, and growing a team of 15 Financial Advisers and 15 support staff, with ambitions to expand across the region. You'll be the go-to person for performance, development, and professional standards across a key geographical area — spanning Bridgend, Pontypool, Chepstow, Hereford, Aberystwyth, and eventually Bristol. You’ll be based in North East Cardiff 3 days a week, working from their brand-new office (set to open by December), with 2 days from home.
What You’ll Be Doing:
* Leading a growing team of high-performing IFAs and support staff
* Driving recruitment, performance reviews, appraisals, and 1-2-1s
* Building professional connections across the region
* Supporting growth and advisor development without the pressure of client fees
* Helping shape the expansion into Aberystwyth and the Bristol market
What We’re Looking For:
* Previous experience managing IFAs, with a track record of leadership success
* Recruitment experience
* Performance review experience
* Experience conducting monthly 1-2-1s with advisers
* Willingness to be office-based in Cardiff 3 days a week
* Strategic, growth-minded, and confident in building external partnerships
What’s in It for You?
* Up to £100,000 salary + £20k-£30k performance bonus
* Key leadership role with a respected national firm
* Real influence in shaping a growing region
* Hybrid working – 3 days in a brand new Cardiff office
* A non-client-facing position focused purely on people and performance
Apply now or drop us a message to have a confidential chat.
Seniority level
* Director
Employment type
* Full-time
Job function
* Management
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