We are seeking a dynamic and experienced Managing Director to lead our wealth management team and drive the strategic growth of our financial planning services, both within the Duncan & Toplis group and across our core markets.
What does this role involve?
As Managing Director, you will sit on our Group Operations Board and spearhead the future and continued growth of the wealth management service line within the Duncan & Toplis Group.
A leader, with proven success in the wealth management industry, you will develop and implement strategic plans that drive business growth, profitability, and market share.
Our financial planning team is well-established and experienced, with eight financial advisers, six paraplanners, and 13 client support team members.
With a diverse portfolio of clients and a team of dedicated professionals, we are poised for continued growth and expansion. You will have the vision and change management experience to guide our Castlegate team through this exciting growth phase and, with a high-performing team and strong team ethos already in place, you will bring your appetite for excellence along with the drive to make a positive impact.
With £350m funds under management, our wealth management service offers investment advice and a full suite of financial planning services. You will have significant experience in delivering a full portfolio of financial services and managing a diverse client base.
As a confident and effective communicator, you will be passionate about people development, identifying areas for the team to strengthen and grow. You will have an excellent track record of building relationships and identifying innovative solutions that are attractive to the market.
Key accountabilities
The Managing Director will be responsible for overseeing all aspects of the operations within Castlegate, including client and portfolio development, 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.
* Cultivate and manage relationships with existing and new providers to ensure our clients have the best possible terms and service.
Strategy and leadership
* 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.
* Attend events and act as spokesperson for your service line.
* Promote strong relationships across the Duncan & Toplis group and with the Kreston Global network.
Operational planning and management
* Foster a culture that aligns with our group purpose, vision and values: Trust, Inclusivity and Partnership.
* Oversee the efficient and effective day-to-day operations.
* Ensure that all operations meet with or exceed expectations.
* Work with the group CFO to prepare annual financial budgets.
* Mentor, develop, and manage the performance of team members, setting clear goals and objectives and providing regular support and feedback.
* Provide monthly reports to the financial planning team and the Group Operations Board.
Skills and experience
The successful candidate will hold either a Certified Financial Analyst or Certified Financial Planner, or equivalent, with five years of wealth management experience.
To excel in this role you will need:
* A 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.
* Demonstrated leadership capabilities, with a track record of inspiring and motivating teams to achieve exceptional results.
* Strong track record of building client relationships, recognising opportunities and innovative solutions.
* Able to demonstrate strong team management and communication skills.
* Effective client interpersonal skills including the management of client expectations.
* A current leadership role in wealth management is desirable.
Join our team
The Duncan & Toplis group develop talent and encourage ambitious individuals to progress their careers and expand their professional and personal development, whilst always ensuring we put our values at the forefront of everything we do.
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