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Chief Performance Strategist

2 months ago

Birmingham, Birmingham, United Kingdom Recruit UK | Certified B Corp™ Full time £100,000
Performance Director Opportunity

We are working with a leading Financial Planning firm to find a talented Performance Director to join their team. As a Performance Director, you will play a key role in managing the performance of new advisers joining the firm and companies merging with them.

Key Responsibilities:
  • Delivering Performance and Learning material
  • Supporting in building and delivering business plans
  • Supporting with adviser recruitment and succession planning
  • Managing and maintaining client bank acquisition
What We Offer:
  • 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
  • ~Private Medical insurance
  • ~25 days holiday + birthday off + holiday buying scheme
  • ~ Career development and opportunity to get to Managing Director level

We are looking for a candidate with experience in Performance and Learning management within Financial Planning, building and delivering business plans, and a good track record of monitoring and improving performance within Financial Planning.

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role.