Performance Director

4 weeks ago


South West England, United Kingdom Recruit UK Full time

Job Title: Performance Director

Industry: Financial Planning

Location: South West

Salary: £100,000 + bonus

Job Reference: 9269

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 driving business growth and improving efficiency within the Financial Planning industry.

Your primary responsibility will be to support the management of new advisers joining the company and companies merging with them. You will work closely with the Business Development Manager (BDM) team to manage FUM growth and distribution. Additionally, you will be responsible for delivering Performance and Learning material, building and delivering business plans, and completing gross margin and Cost to Income ratios.

Key Responsibilities:

  • Develop and implement strategies to improve performance and efficiency
  • Support the BDM team in managing FUM growth and distribution
  • Deliver Performance and Learning material to new advisers
  • Build and deliver business plans to drive business growth
  • Complete gross margin and Cost to Income ratios to inform business decisions
  • Support with adviser recruitment and succession planning

About the Company:

Our client is a leading Financial Planning specialist with a strong reputation for delivering high-quality services. They are committed to excellence and are looking for a talented individual to join their team.

What We Offer:

Our client offers a competitive salary, bonus, and a range of benefits. They are committed to supporting the growth and development of their employees and offer opportunities for professional growth and advancement.


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