About the Role
A highly respected wealth management firm is seeking an experienced IFA Performance Manager to take ownership of adviser output, development, and commercial success. This is a pivotal role focused on elevating adviser capability, driving revenue growth, and building a best‑in‑class advisory team.
You will be responsible for managing a team of Financial Advisers, ensuring they operate at the highest level of performance whilst supporting the firm’s ambitious growth plans.
Core Responsibilities
* Manage day‑to‑day performance of Financial Advisers
* Set, monitor, and drive KPIs and revenue targets
* Deliver structured coaching and development programmes
* Support advisers with business development strategies
* Lead recruitment and onboarding of new advisers
* Identify performance gaps and implement improvement strategies
* Work closely with senior leadership on growth initiatives
Requirements
* Experience managing Financial Advisers within a wealth management or banking environment
* Previous experience as an Adviser is essential
* Strong understanding of sales processes within financial planning
* Demonstrable success in improving team performance
* Excellent leadership, coaching, and communication skills
What You’ll Receive
* Uncapped bonus structure
* Hybrid working flexibility
* Excellent benefits package
* A role with genuine impact on business growth
* Opportunity to build and shape a high‑performing adviser team
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