Below is a refined version of the job description, focusing on clarity, formatting, and relevancy:
Performance Manager (Wealth Management) - Cardiff
Client: Financial Divisions
Location: Cardiff, United Kingdom
Job Category: Other
EU work permit required: Yes
Job Views: 4
Posted: 28.04.2025
Expiry Date: 12.06.2025
Job Description:
Performance Manager (Wealth Management) - Cardiff
We are seeking a Performance Manager with previous experience managing financial advisors to join a prestigious financial advice firm. This is a leadership role focused on managing, mentoring, and developing a team of 15 Financial Advisers and 15 support staff, with plans for regional expansion.
The Role:
* Lead a team of high-performing IFAs and support staff
* Drive recruitment, performance reviews, and professional development
* Build professional connections across the region, including Bridgend, Pontypool, Chepstow, Hereford, Aberystwyth, and Bristol
* Support growth and advisor development without client fee pressures
* Contribute to regional expansion plans
What We’re Looking For:
* Proven experience managing IFAs with leadership success
* Strong recruitment and performance review skills
* Experience conducting monthly 1-2-1s with advisers
* Willingness to work in Cardiff office 3 days a week
* Strategic mindset with confidence in building external partnerships
What’s in It for You?
* Salary up to £100,000 plus £20k-£30k performance bonus
* Key leadership role within a respected national firm
* Influence in shaping regional growth
* Hybrid working: 3 days in Cardiff office, 2 days remote
* Position focused on people and performance, not client-facing
Apply now or contact us for a confidential discussion.
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