Performance Manager (Wealth Management)

JR United Kingdom; Cardiff; On-site; GBP 100,000; Full time

Job summary

An established industry player is seeking a Performance Manager to lead a talented team in Cardiff. This pivotal role emphasizes leadership, recruitment, and performance management while supporting the growth of financial advisors without client fee pressures. With a competitive salary and performance bonuses, this position offers the chance to shape regional expansion strategies in a respected national firm. Enjoy a hybrid work environment that balances in-office collaboration with remote flexibility, making it an exciting opportunity for those passionate about people and performance.

Benefits

Performance Bonus

Hybrid Working

Key Leadership Role

Influence in Regional Growth

Qualifications

• Proven experience managing IFAs with leadership success.
• Strong recruitment and performance review skills.

Responsibilities

• Lead a team of high-performing IFAs and support staff.
• Drive recruitment, performance reviews, and professional development.

Skills

Leadership

Recruitment

Performance Reviews

Strategic Mindset

Job description

Below is a refined version of the job description, focusing on clarity, formatting, and relevancy:

Performance Manager (Wealth Management) - Cardiff

Client: Financial Divisions

Location: Cardiff, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Views: 4

Posted: 28.04.2025

Expiry Date: 12.06.2025

Job Description:

Performance Manager (Wealth Management) - Cardiff

We are seeking a Performance Manager with previous experience managing financial advisors to join a prestigious financial advice firm. This is a leadership role focused on managing, mentoring, and developing a team of 15 Financial Advisers and 15 support staff, with plans for regional expansion.

The Role:

• Lead a team of high-performing IFAs and support staff
• Drive recruitment, performance reviews, and professional development
• Build professional connections across the region, including Bridgend, Pontypool, Chepstow, Hereford, Aberystwyth, and Bristol
• Support growth and advisor development without client fee pressures
• Contribute to regional expansion plans

What We’re Looking For:

• Proven experience managing IFAs with leadership success
• Strong recruitment and performance review skills
• Experience conducting monthly 1-2-1s with advisers
• Willingness to work in Cardiff office 3 days a week
• Strategic mindset with confidence in building external partnerships

What’s in It for You?

• Salary up to £100,000 plus £20k-£30k performance bonus
• Key leadership role within a respected national firm
• Influence in shaping regional growth
• Hybrid working: 3 days in Cardiff office, 2 days remote
• Position focused on people and performance, not client-facing

Apply now or contact us for a confidential discussion.