Performance Director
2 days ago
Industry: Financial Planning
Location: South West and Midlands
Salary: £100,000 + bonus
Job Description:
We are seeking a highly skilled Performance Director to join our client, a UK-wide Financial Planning specialist. As a key member of the team, you will play a crucial role in managing the performance of new advisers joining and companies merging with them.
Your primary responsibilities will include:
- Delivering Performance and Learning material to support adviser growth and development
- Collaborating with the Business Development Manager team to drive FUM growth and distribution
- Supporting adviser recruitment and succession planning to ensure a strong pipeline of talent
- Managing and maintaining client bank acquisition to drive business growth
Benefits:
- Competitive salary of £100,000 (salary negotiation dependent on skill set)
- 25-50% bonus
- Home working, with travel across the South West and Midlands
- 5% pension contribution
- 4x Death in Service
- Private Medical insurance
- 25 days holiday + birthday off + holiday buying scheme
- Flexi benefits scheme
- Career development and opportunity to get to Managing Director level
Requirements:
- Proven experience in Performance and Learning management within Financial Planning
- Strong track record of building and delivering business plans
- Minimum Level 4 diploma, ideally Chartered
About Recruit UK:
We are a specialist recruitment agency in financial services, bringing unique expertise and connections to our clients and candidates. We are proud to be working with a Financial Planning firm to find the right candidate for this exciting opportunity.
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