Performance Manager (Wealth Management)

ZipRecruiter; Cardiff; Hybrid; GBP 100,000 - 120,000; Full time

Job summary

An established industry player is seeking a Performance Manager to lead a dynamic team in Cardiff. This non-client-facing leadership role focuses on mentoring and developing financial advisors while driving performance and recruitment. With a competitive salary and a significant performance bonus, this position offers real influence in shaping the growth of the region. Enjoy a hybrid working model, balancing time in a brand-new office with remote work. If you're strategic and growth-minded, this could be the perfect opportunity to make a meaningful impact in a respected firm.

Benefits

Performance Bonus

Hybrid Working

Key Leadership Role

Influence in Shaping Growth

Non-client-facing Position

Qualifications

• Experience managing IFAs with a successful leadership track record.
• Level 4 Diploma qualification is essential.

Responsibilities

• Lead a team of 15 Financial Advisers and support staff.
• Drive recruitment, performance reviews, and appraisals.
• Support growth and advisor development.

Skills

Management of Financial Advisors

Recruitment

Performance Reviews

Staff Appraisals

Leadership

Building Professional Connections

Education

Level 4 Diploma

Job description

Job Description

PERFORMANCE MANAGER WANTED

*Previous experience in the management of financial advisors is a prerequisite for this role

Salary - £100-120k + Bonus

Cardiff (3 days in-office) | 2 days remote | Up to £100k + £20-30k Bonus

We’ve just landed an incredible opportunity with one of our major clients — a prestigious and well-established financial advice firm — and they’re looking for a Performance Manager to lead from the front and help shape the future of their newest regional hub.

The Role:

This is a non- earning leadership role focused on managing, mentoring, and growing a team of 15 Financial Advisers and 15 support staff, with ambitions to expand across the region. You'll be the go-to person for performance, development, and professional standards across a key geographical area — spanning Bridgend, Pontypool, Chepstow, Hereford, Aberystwyth, and eventually Bristol. You’ll be based in North East Cardiff 3 days a week, working from their brand-new office (set to open by December), with 2 days from home.

What You’ll Be Doing:

• Leading a growing team of high-performing IFAs and support staff
• Driving recruitment, performance reviews, appraisals, and 1-2-1s
• Building professional connections across the region
• Supporting growth and advisor development without the pressure of client fees
• Helping shape the expansion into Aberystwyth and the Bristol market

What We’re Looking For:

• Level 4 Diploma qualified (essential)
• Previous experience managing IFAs, with a track record of leadership success
• Proven experience in:
• Recruitment
• Staff appraisals
• Performance reviews
• Disciplinaries
• Monthly 1-2-1s with advisers
• Happy to be office-based in Cardiff 3 days a week
• Strategic, growth-minded, and confident building external partnerships

What’s in It for You?

• Up to £100,000 salary + £20k-£30k performance bonus
• Key leadership role with a respected firm
• Real influence in shaping a growing region
• Hybrid working – 3 days in a brand new Cardiff office
• A non-client-facing position focused purely on people and performance

Apply now or drop us a message to have a confidential chat.