Chief Performance Strategist

3 days 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

This is an exciting opportunity for a Performance Director to join a dynamic Financial Planning firm and contribute to their continued growth and success.



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