Wealth Adviser Development and Performance Director
Location: Wallingford, Oxfordshire
Salary: £60k - £80k Basic (DOE)
OTE - £100,000 - £150,000
This role requires proven experience managing, developing, or recruiting financial advisers within a regulated financial planning or wealth management environment
About the Role and Company
We are seeking a dynamic, driven, and inspirational Performance Director to join our boutique wealth management firm. This senior leadership role is pivotal in shaping the growth, performance, and long-term success of our adviser team.
You will lead from the front - recruiting top talent, driving performance, developing business opportunities, and helping to define the strategic direction of the firm. This is an exceptional opportunity for an experienced leader who thrives in a high‑performance, values‑driven environment where impact is visible and rewarded, and excellence is expected.
Our clients are a fast-paced and ambitious boutique wealth management firm based in Oxfordshire, with a clear vision: to become the leading wealth management firm in the South East, not only in the excellence of service they provide to clients, but also in their ability to attract, develop, and retain the very best talent in the industry.
Salary & Benefits:
- Basic Salary £60,000 - £80,000
- OTE - £100,000 - £150,000
- 28 days’ holiday plus bank holidays
- Private Medical Insurance
- Generous performance‑related remuneration
- Flexibility and autonomy in how you work
- Hybrid working arrangements
- Life assurance
- Future opportunity of shares in the business
- A culture where your voice matters and your contribution shapes the future of the business
Key Responsibilities:
Recruitment & Onboarding
- Identify, attract and recruit high-calibre financial advisers.
- Design and implement a structured onboarding process to ensure seamless integration and strong early-stage performance.
Performance Management
- Set clear performance expectations and KPIs for advisers.
- Monitor, review, and coach to performance, providing constructive feedback and development support.
Leadership & Coaching
- Act as a mentor and leader, fostering a culture of excellence, collaboration, and accountability.
- Lead by example, modelling best practice and encouraging continuous professional development.
Business Development & Growth
- Define and implement the business development strategy for the adviser team.
- Support advisers with their own business development activity through guidance, training, and resource provision.
- Develop and initiate new business opportunities and strategic initiatives.
Senior Leadership Contribution
- Play an active role in shaping the firm’s strategy and future direction.
- Represent the business at key events, within professional networks, and across the wider industry.
- Strong decision making and sound judgement by using relevant information to make balanced decisions whilst taking ownership of the outcomes, reflecting on results to inform future decisions and actions.
Skills & Attributes
- Proven track record in sales leadership within financial services or wealth management.
- Strong ability to influence, motivate, and inspire performance.
- High energy, resilience, and a results-driven mindset.
- Excellent communication and interpersonal skills.
- Strategic thinker with hands-on capability to execute.
Qualifications & Experience
- Level 4 Diploma in Financial Planning (preferred but not essential).
- Extensive experience in sales leadership within financial services or wealth management.
- Strong understanding of regulatory requirements and compliance standards.
By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
Job Types: Full-time, Part-time, Permanent
Pay: £100,000.00-£150,000.00 per year
Benefits:
- Additional leave
- Company pension
- Financial planning services
- Flexitime
- Free parking
- Life insurance
- On-site parking
- Private medical insurance
- Work from home
Experience:
- Financial Planning Management: 3 years (preferred)
- Financial Planning Business Development: 3 years (preferred)
Work Location: Hybrid remote in Wallingford OX10 9DN
