Manager, Management

Fairstone is a full-service wealth management house delivering intelligent solutions for Client’s lifetime financial journey. We are one of the UK’s largest Chartered financial planning firms, our team of financial advisers offer independent financial advice, investment Management and estate planning services.

Our clients are at the centre of everything we do and thanks to them we are one of the most trusted wealth management firms.

We’re actively seeking a dynamic and commercially minded Performance Manager to lead our operations in South Wales. You’ll be responsible for delivering business growth, driving operational excellence, and ensuring our team thrives in a high-performance, client-focused environment. Key responsibilities are made up of Office, performance and operational management:

Local office management:

• Business plan creation and execution. P&L delivery
• Local team management including adviser recruitment and succession
• Training and development and supervision
• Identification of business quality and compliance issues.

Local performance management:

• Organic growth, FUM growth and distribution
• Investment framework uptake
• Local marketing activity and building of professional connections
• Cross-sell and up-sell

Local operational management:

• Technology user acceptance testing and adoption
• Process testing and continuous improvement
• Hub development and integration across region
• MI and reporting, benchmarking of performance/productivity

Required skills include:

• P&L management and delivery of business plans
• Driving business performance. Commercial acumen
• Monitoring and supporting staff performance
• Having difficult conversations and building relationships. Influencing skills
• Critical thinking (specifically decision making)
• People management (performance/translating skills gaps to development plan and resourcing)
• Managing and driving operational efficiency
• Deep understanding of advice process
• Data interpretation, manipulation and presentation informing data driven decision making
• Continuous improvement and process development
• Technology user acceptance testing and adoption
• Diploma in Financial planning or equivalent

Competitive benefits package including:

• Competitive Salary and bonus
• Company pension scheme
• 25 days annual leave
• Birthday as an additional day off
• Opportunity to purchase additional holidays
• Enhanced family friendly policies
• Cycle to work scheme

Strictly NO Agencies

Fairstone is committed to the equal treatment of all current and prospective employees and does not condone discrimination on the basis of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partn