Performance Manager

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.

• 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:

• 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

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