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Managing Director

2 months ago

Lincolnshire, United Kingdom Castlegate Financial Management Ltd Full time
{"title": "Managing Director", "description": "Lead Our Wealth Management Team

We are seeking an experienced and visionary leader to join our team as Managing 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.

Key Responsibilities:
  • Develop and implement strategic plans that drive business growth, profitability, and market share.
  • Build relationships and identify innovative solutions that are attractive to the market.
  • Oversee all aspects of the operations within Castlegate, including client and portfolio development, regulatory compliance, financial performance, and team leadership.
Requirements:
  • Proven 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.

We offer a dynamic and supportive work environment, and the opportunity to shape the future of wealth management and financial planning services for the Duncan & Toplis Group.

The second stage is an attribute-based interview, and the final stage will be a panel interview at our Grantham office.

", "lang_code": "en"}