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Financial Management Director

2 months ago

lincolnshire, United Kingdom Castlegate Financial Management Ltd Full time

Job Title: Financial Management Director

Job Description:

We are seeking an experienced and visionary leader to join our team as Financial Management Director, leading the charge in shaping the future and continued growth of Castlegate Financial Management as part of the wider Duncan & Toplis Group.

Castlegate is a trusted wealth management company with an impressive, and proven track record of success. Our ideal candidate will be a leader with a proven track record of success in the wealth management industry, with a deep understanding of financial markets, investment strategies, and portfolio management.

Key Responsibilities:

  • Cultivate and maintain strong relationships with clients, ensuring that service levels meet both company and client expectations.
  • Develop and implement sales strategies to attract new clients and identify growth opportunities with existing clients.
  • Promote strong relationships across the Duncan & Toplis group and with the Kreston Global network.
  • Implement and uphold robust governance structures and comprehensive risk management practices.
  • Ensure full adherence to FCA regulations to maintain the firm's integrity and operational excellence.

Requirements:

  • Proven track record of success in senior leadership roles, focused on engagement leadership emotional intelligence and motivating and guiding others.
  • Deep knowledge of financial markets, investment products, and wealth management practices, with extensive and proven industry experience.
  • Comprehensive knowledge of FCA regulations and other relevant financial legislation.
  • Possession of professional certifications at a minimum of Level 4, such as the Diploma for Financial Advisers (DipFA), is highly desirable.

About Us:

Castlegate Financial Management Ltd is a leading wealth management company with a strong reputation for delivering exceptional results. We are committed to providing our clients with the highest level of service and expertise, and we are seeking a talented individual to join our team as Financial Management Director.