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Wealth Management Director

2 months ago

lincolnshire, United Kingdom Castlegate Financial Management Ltd Full time
Job Description

Castlegate Financial Management Ltd | Job Description | Managing Director

We are seeking an experienced and visionary leader to join our team as Managing Director, responsible for shaping the future and driving growth of Castlegate Financial Management as part of the Duncan & Toplis Group.

Castlegate is a trusted wealth management company with a proven track record of success. Our ideal candidate will have a deep understanding of financial markets, investment strategies, and portfolio management, with the ability to analyse complex financial data and manage budgets.

Key Responsibilities

The Managing Director will be responsible for overseeing all aspects of the operations within Castlegate, including client and portfolio development, regulatory compliance, financial performance, and team leadership.

Client Relationship Management

  • 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.

Regulatory Knowledge and Compliance:

  • 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
  • Expertise in ensuring the firm's operations and practices are fully compliant with regulatory requirements.

Operational Planning and Management

  • Foster a culture that aligns with our group purpose, vision and values.
  • Mentor, develop, and manage the performance of team members, setting clear goals and objectives and providing regular support and feedback.
  • Overseeing client relationship management.

Financial Performance

  • Oversee and optimise the firm's financial performance, strategically guiding the organisation to consistently meet or surpass its financial objectives and targets
  • Work with the group CFO to prepare annual financial budgets
  • Provide monthly reports to the financial planning team and the Group Operations Board.

Qualifications:

  • 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. Additionally, holding designations like Chartered Financial Planner or Certified Financial Planner would be particularly advantageous.
  • Full UK Driving licence