Performance & Operations Manager - Wealth Management

Honeycomb is delighted to be partnering exclusively with a leading UK Financial Advisory firm to recruit a Regional Performance & Operations Manager for their Belfast office. This is a full-time, permanent opportunity for a commercially driven professional with a Level 4 Diploma in Financial Planning and proven experience leading, developing and motivating high-performing teams. The successful candidate will play a key role in driving business growth, operational excellence and adviser performance across the region.About the Role

Our client is seeking an experienced and commercially minded Performance and Operations Manager to lead the development, growth and operational effectiveness of a regional wealth management office.

This is a broad leadership role with responsibility for business performance, adviser development, operational excellence and strategic growth. You will work closely with advisers and support teams to drive productivity, improve client outcomes and ensure the successful delivery of regional business plans.

The role would suit an individual with strong experience in wealth management, financial advice or professional services who combines commercial acumen with strong people leadership and operational capability.

Key Responsibilities:Business Leadership & GrowthCreate and deliver regional business plans aligned to strategic objectivesDrive profitable growth, adviser productivity and Funds Under Management (FUM)Monitor business performance and deliver against P&L targetsIdentify opportunities for organic growth, cross-selling and client retentionSupport local marketing initiatives and development of professional introducer relationshipsAdviser & Team DevelopmentLead, coach and support advisers and operational staff across the regionManage recruitment, succession planning and capability developmentConduct regular performance reviews and implement development plansBuild a high-performance culture focused on collaboration, accountability and client outcomesProvide guidance through challenging conversations and change initiativesOperational ExcellenceDrive operational efficiency and continuous improvement initiativesSupport technology adoption, user acceptance testing and process implementationDevelop scalable regional operating models and hub integrationEnsure robust MI reporting, benchmarking and performance analysisPromote consistency and best practice across teams and processesRisk & GovernanceIdentify business quality, operational and compliance risksSupport adherence to regulatory requirements and internal governance frameworksMaintain strong oversight of advice standards and client outcomesAbout You

The ideal candidate will be a confident and credible leader with strong experience within wealth management or financial advice. You will bring:Proven experience managing business performance and delivering against commercial objectivesStrong understanding of wealth management and the financial advice processExperience leading, coaching and developing high-performing teamsDemonstrable operational and process improvement capabilityStrong analytical skills with the ability to interpret and present management informationExcellent stakeholder management and influencing skillsExperience managing change, technology adoption or operational transformation initiativesSound judgement, critical thinking and decision-making capabilityPackageUp to £75,000 per annumBonusCompany pension scheme25 days annual leaveBirthday as an additional day offOpportunity to purchase additional holidaysHow to ApplyTo apply for this role, submit your CV via the application form provided. Alternatively, to speak in absolute confidence about this opportunity, please contact Louise Quinn at Honeycomb Jobs.DisclaimerIf you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss.

Honeycomb is committed to providing equality of opportunity to all. Please note, we are receiving an exceptionally high number of applications and may be unable to shortlist candidates who do not meet the specific requirements for this role. Due to the volume of applications, we may be unable to provide individual feedback.

We thank you in advance for your understanding.