We’re looking for an experienced, visionary leader to join our team as Managing Director, leading the charge in shaping the future and continued growth of Castlegate Financial Management as part of the wider Duncan & Toplis Group.

Castlegate is a trusted wealth management company with an impressive, and proven track record of success. With a diverse portfolio of clients and a team of dedicated professionals, we are poised for continued growth and expansion.

With a high performing and successful team already in place, as a seasoned leader you will bring your proven experience, passion for excellence and a drive to make a difference.

You will be 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. 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.

You can download the full job description here.

If you would like to submit an application, please send your CV and covering letter to:

Jamie Moore, Office Manager,

Castlegate Financial Management Limited, 8 Castlegate, Grantham, Lincolnshire, NG31 6SE

or email to jamie.moore@casfin.co.uk