Join a growing national Chartered financial planning business as a Performance Manager working across a regional patch, supporting advisers and business owners to improve performance, drive growth, and embed best practice across the business.
This isn’t a pure sales role. It’s about coaching, influencing, and getting the best out of people – particularly those who have been used to running things their own way.
You’ll do:
* Work closely with advisers to improve performance and drive growth
* Support business planning and help firms scale effectively
* Manage and influence senior stakeholders, including Heads of Office and business owners
* Provide insight and reporting on performance, MI, and key metrics
* Support integration of acquired firms into a wider group structure
* Travel across your region, building strong relationships across multiple offices
You’ll bring:
* Experience within financial planning / IFA / wealth management
* Strong people management and relationship skills
* The ability to influence and challenge senior individuals
* A commercial mindset with an understanding of growth drivers
* Confidence working with data and performance metrics
* A background in advising, sales management, or operational leadership
You’ll get:
* £65,000 – £75,000 base + bonus
* Field/Hybrid working
* A high-impact, visible role within a growing business
* Flexibility and autonomy in how you manage your region
* The opportunity to shape and influence multiple firms