Performance Director

4 weeks ago


Birmingham, Birmingham, United Kingdom Recruit UK Full time
Job Title: Performance Director

Industry: Financial Planning

Location: South West & 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 materials to support adviser growth and development
  • Collaborating with the BDM team to drive FUM growth and distribution
  • Supporting adviser recruitment and succession planning
  • Managing client bank acquisition and retention

Key Requirements:

  • Proven experience in performance and learning management within Financial Planning
  • Strong business planning and strategy development skills
  • Ability to analyze and improve performance metrics
  • Minimum Level 4 diploma, ideally Chartered

About Recruit UK:

We are a specialist recruitment agency in financial services, with a reach of over 100,000 connections. We are proud to be working with our client to find the ideal candidate for this exciting opportunity.


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