Job Title: Performance Director (Financial Planning) Industry: Financial Planning
Salary: £100,000 + bonus
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!
Delivering Performance and Learning material
Support in building and delivering business plans
Support with adviser recruitment and succession planning
Managing and maintaining client bank acquisition
Competitive salary of £100,000 (salary negotiation dependent on skill set)
~25-50% bonus!
~ Home working, with travel across the South West and Midlands
~5% pension contribution
~Private Medical insurance
~25 days holiday + birthday off + holiday buying scheme
~ Career development and opportunity to get to Managing Director level
Performance and Learning management experience within Financial Planning
Building and delivering business plans
Good track record of monitoring and improving performance within Financial Planning
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.