IFA Sales & Performance Manager
Edinburgh | Hybrid Working
Salary up to £75,000 + Bonus + Excellent Benefits
An established and highly respected Chartered Wealth Management and Financial Planning firm is seeking an experienced IFA Sales & Performance Manager to lead and develop a team of Financial Advisers within a key regional hub.
This role is ideal for someone from the Wealth Management / Financial Planning sector who has a strong track record of managing, coaching and developing advisers while driving commercial performance and operational excellence.
This is not a purely strategic management role. The successful candidate will take a hands-on leadership approach, maintaining a strong presence in the office, working closely with advisers and supporting them to maximise both performance and client outcomes.
The business itself is a well-established national wealth management firm delivering independent financial advice, investment management and estate planning services to a growing client base. With clients firmly at the centre of everything they do, the firm has built an excellent reputation within the UK financial planning market.
The Role
You will take responsibility for leading the local operation, ensuring advisers are well supported, performance is effectively managed, and the business continues to grow in a compliant and client-focused manner.
Your responsibilities will include:
- Creating and executing the local business plan and delivering P&L performance
- Managing and developing a team of Financial Advisers
- Leading adviser recruitment and supporting succession planning
- Coaching, training and mentoring advisers to improve capability and productivity
- Identifying and addressing business quality and compliance risks
- Driving organic growth, FUM growth and distribution performance
- Encouraging adoption of the investment framework
- Supporting cross-sell and up-sell opportunities
- Developing local marketing activity and building professional connections
- Supporting client acquisition initiatives
- Supporting technology adoption and user acceptance testing
- Driving continuous improvement of processes and operational efficiency
- Contributing to regional hub integration and development
- Producing MI reporting and benchmarking team productivity and performance
- Using data to support informed business decision making
Candidate Profile
We are looking to speak with individuals currently working within Wealth Management or Financial Planning who bring strong leadership capability and a genuine passion for developing advisers.
Key requirements include:
- Diploma in Financial Planning (or equivalent)
- Experience managing or supervising Financial Advisers
- Strong coaching, mentoring and performance management skills
- Proven ability to drive business growth and commercial performance
- Experience delivering business plans and managing P&L
- Excellent influencing skills and the ability to handle difficult conversations
- Strong analytical skills and the ability to interpret and present performance data
- A deep understanding of the financial advice process
Package
- Salary up to £75,000
- Performance-related bonus
- Company pension scheme
- 25 days annual leave
- Additional day off for your birthday
- Option to purchase additional holiday
- Enhanced family friendly policies
- Cycle to work scheme
- Flexible benefits package
Sector:
- Financial Services
- Financial Planning
