Performance Director
Job Title: Performance Director
Industry: Financial Planning
Location: South West
Salary: £100,000 + bonus
Job Reference: 9269
Job Description:
Are you passionate about improving strategy and ensuring efficiency within the Financial Planning industry?
Do you enjoy supporting Financial Advisers in offering the best service possible and reaching their goals?
Recruit UK are working on a fantastic opportunity for an Performance Director to join a Financial Planning firm.
Our client is a UK wide Financial Planning specialist, who has been going from strength to strength over the years. As they continue to develop their offering, they are looking for Performance Director to support in managing the performance of the new advisers joining and companies merging with them. You will also play a key role in improvising strategies and helping these advisers increase their offers to client!
Duties will include but not limited to:
- Delivering Performance and Learning material
- Support in building and delivering business plans
- Completing gross margin and Cost to Income ratios
- Managing FUM growth and distribution, working closely with the BDM team
- Support with adviser recruitment and succession planning
- Managing and maintaining client bank acquisition
Benefits:
- Competitive salary of £100,000 (potential negotiation)
- 25-50% bonus!
- Home working, with travel across the South West
- 5% pension contribution
- 4x Death in Service
- Private Medical insurance
- 25 days holiday + birthday off + holiday buying scheme
- Flexi benefits scheme
- Career development and opportunity to get to Managing Director level
Skills and experience required:
- Performance and Learning management experience within Financial Planning
- Building and delivering business plans
- Good track record of monitoring and improving performance within Financial Planning
- Minimum Level 4 diploma, ideally Chartered
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm, looking for a Performance Director.
Our commitment to you:
- Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.
Additional information:
Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.