Performance Manager (Wealth Management) - #1674423

PERFORMANCE MANAGER WANTED

*Previous experience in the management of financial advisors is a prerequisite for this role

Salary - £100-120k + Bonus

Cardiff (3 days in-office) | 2 days remote | Up to £100k + £20-30k Bonus

We’ve just landed an incredible opportunity with one of our major national clients — a prestigious and well-established financial advice firm — and they’re looking for a Performance Manager to lead from the front and help shape the future of their newest regional hub.

The Role:

This is a non-fee earning leadership role focused on managing, mentoring, and growing a team of 15 Financial Advisers and 15 support staff, with ambitions to expand across the region. You'll be the go-to person for performance, development, and professional standards across a key geographical area — spanning Bridgend, Pontypool, Chepstow, Hereford, Aberystwyth, and eventually Bristol. You’ll be based in North East Cardiff 3 days a week, working from their brand-new office (set to open by December), with 2 days from home.

What You’ll Be Doing:

• Leading a growing team of high-performing IFAs and support staff


• Driving recruitment, performance reviews, appraisals, and 1-2-1s


• Building professional connections across the region


• Supporting growth and advisor development without the pressure of client fees


• Helping shape the expansion into Aberystwyth and the Bristol market

What We’re Looking For:

• Level 4 Diploma qualified (essential)


• 
  Previous experience managing IFAs, with a track record of leadership success


• Proven experience in:


• Recruitment


• Staff appraisals


• Performance reviews


• Disciplinaries


• Monthly 1-2-1s with advisers


• Happy to be office-based in Cardiff 3 days a week


• Strategic, growth-minded, and confident building external partnerships

What’s in It for You?

• Up to £100,000 salary + £20k-£30k performance bonus


• Key leadership role with a respected national firm
  


• Real influence in shaping a growing region


• Hybrid working – 3 days in a brand new Cardiff office


• A non-client-facing position focused purely on people and performance

Apply now or drop us a message to have a confidential chat.