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Job Title: Performance Director (Financial Planning)
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.
