IFA Sales & Performance Manager
Manchester | 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
