Senior Wealth Management Leader

2 weeks ago

Lincolnshire, United Kingdom Castlegate Financial Management Ltd Full time
Job Title: Senior Wealth Management Leader

We are seeking an experienced and visionary leader to join our team as Senior Wealth Management Leader, responsible for shaping the future and continued growth of Castlegate Financial Management as part of the wider Duncan & Toplis Group.

About Castlegate Financial Management Ltd

Castlegate Financial Management Ltd is a trusted wealth management company with an impressive and proven track record of success. We are committed to delivering exceptional financial services to our clients, and we are looking for a leader who shares our vision and values.

Key Responsibilities
  • Develop and implement strategic plans that drive business growth, profitability, and market share.
  • Build and maintain strong relationships with clients, colleagues, and partners.
  • Oversee all aspects of the operations within Castlegate, including client and portfolio development, regulatory compliance, financial performance, and team leadership.
  • Mentor, develop, and manage the performance of team members, setting clear goals and objectives and providing regular support and feedback.
  • Work with the group CFO to prepare annual financial budgets and provide monthly reports to the financial planning team and the Group Operations Board.
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.
  • Full UK Driving licence.
What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional development and growth. If you are a motivated and experienced leader who is passionate about wealth management and financial planning, we encourage you to apply for this exciting opportunity.

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

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