Chief Executive Officer

2 weeks ago

Lincolnshire, United Kingdom Castlegate Financial Management Ltd Full time
Job Title: Managing Director

Castlegate Financial Management Ltd is seeking an experienced and visionary leader to join our team as Managing Director. As a key member of our leadership team, you will play a crucial role in shaping the future and continued growth of our company.

About the Role

We are looking for a seasoned leader with a proven track record of success in the wealth management industry. As Managing Director, you will be responsible for developing and implementing strategic plans that drive business growth, profitability, and market share. You will also be responsible for leading our wealth management team, developing and implementing sales strategies, and cultivating and maintaining strong relationships with clients and providers.

Key Responsibilities
  • Oversee all aspects of the operations within Castlegate, including client and portfolio development, regulatory compliance, financial performance, and team leadership.
  • 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.
  • Actively participate in the Group Operations Board to develop, guide, and achieve our Growing Together strategy.
  • Identify, evaluate, and inform the Group Operations Board about internal and external issues and implement strategies to address these issues.
  • Develop and manage the service line leadership team, ensuring that objectives are met in all areas.
  • Promote strong relationships across the Duncan & Toplis group and with the Kreston Global network.
Requirements
  • Proven track record of success in senior leadership roles, focused on engagement leadership emotional intelligence and motivating and guiding others.
  • Strong business acumen and strategic thinking skills, with the ability to develop and execute effective growth strategies, provide strategic insights and direction for the company to move in.
  • Exceptional interpersonal and communication skills, with the ability to build rapport and trust with stakeholders, colleagues, and clients.
  • 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.
  • Demonstrated leadership capabilities, with a track record of inspiring and motivating teams to achieve exceptional results.
  • Possession of professional certifications at a minimum of Level 4, such as the Diploma for Financial Advisers (DipFA), is highly desirable. Additionally, holding designations like Chartered Financial Planner or Certified Financial Planner would be particularly advantageous.
  • Full UK Driving licence.
Our Process

Our interview process consists of three stages. The first stage is a technical interview. The second stage is an attribute-based interview, and the final stage will be a panel interview at our Grantham office. Prior to the final round, you will be tasked with the creation of a three-year business plan, which will be completed under a Non-Disclosure Agreement (NDA).

During this final round, you will discuss your three-year business plan in depth and engage in a Q&A session with the panel.

Please apply with your CV, and a covering letter summarising your skills, experience and why you are interested in the Managing Director position to Shane.sale@duncantoplis.co.uk

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