Managing Director

1 day ago

Lincolnshire, United Kingdom Castlegate Financial Management Ltd Full time
{"title": "Managing Director", "description": "Lead the Way in Wealth Management

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 be responsible for shaping the future and continued growth of our company.

You will be a leader with a proven track record of success in the wealth management industry, driving business growth, profitability, and market share. Your expertise in financial markets, investment strategies, and portfolio management will be essential in ensuring the firm's financial health and meeting profitability and growth targets.

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

Key Responsibilities:
  • 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 the firm's operations and practices are fully compliant with regulatory requirements.
  • Mentor, develop, and manage the performance of team members, setting clear goals and objectives and providing regular support and feedback.
  • Oversee and optimise the firm's financial performance, strategically guiding the organisation to consistently meet or surpass its financial objectives and targets.

We are looking for a candidate with a deep understanding of financial markets, investment products, and wealth management practices, with extensive and proven industry experience. Possession of professional certifications at a minimum of Level 4, such as the Diploma for Financial Advisers (DipFA), is highly desirable.

Join us and shape the future of wealth management and financial planning services for the Duncan & Toplis Group.

", "lang_code": "en"}

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