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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