At a Glance
- Tasks: Build strong relationships with advisers and drive growth in financial planning services.
- Company: Dynamic financial services firm focused on innovation and growth.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional development.
- Other info: Join a supportive team with excellent networking opportunities and career progression.
- Why this job: Make a real impact in the financial sector while developing your career.
- Qualifications: Experience in business development and strong communication skills required.
The predicted salary is between 40000 - 50000 £ per year.
The Lync Account Manager (AM) will report into the Business Development Manager and will be responsible for strengthening relationships with advisers, driving growth by generating new adviser opportunities and supporting advisers in building their client base.
The role focuses on promoting financial planning and advice services, ensuring alignment with regulatory standards, and contributing to the firm’s long‑term growth strategy.
Key Responsibilities
- Firm Support and Development/Adviser Relationship Management
- 1:1’s with advisers
- Adviser Annual Leave approval/management
- Build and maintain strong, long‑term relationships with advisers and firms
- Act as a key point of contact for advisers and firms
- Platform and Asset Management
- Strong focus on legacy and new inflows
- Identify opportunities
- Identify resource to maximize opportunity
- Engage firm
- Track progress
- Embed the Restricted Proposition
- Webinars
- Organise speakers and invite delegates
- Set timings and manage logistics of session
- Create slides
- Coordinate follow up actions
- Organise bespoke firm sessions
- Identify proposition knowledge gaps within firms
- Assist onboarding of new firms
- Deliver onboarding sessions to prospective firms/organize speakers/set agendas
- Attend weekly onboarding call to maintain contact with onboarding team
- Liaise with the membership team and manage firm relationshi p
- Recruitment
- Weekly meeting with Business Development Director & Business Development Manager to track recruitment opportunities
- Prospecting and support meetings with Business Development Manager
- Ad-hoc support for time sensitive opportunities within the industry
- Negotiate contracts and close deals in line with company objectives
- Data/Legacy MI
- Collaborate with Business Development Manager & MI team to identify productivity opportunities
- Deliver both face to face and teams sessions on opportunities
- Monitor progress towards corporate targets
About You
Key Requirements
Skills & Experience
- Proven experience in business development within financial advice, wealth management, or IFA environments.
- Strong understanding of financial planning products (pensions, investments, protection).
- Excellent communication, negotiation, and presentation skills.
- Experience supporting or working alongside financial advisers.
- Knowledge of FCA regulatory environment.
- Level 4 Diploma in Financial Planning (or working towards) highly desirable.
- Familiarity with CRM systems and sales reporting tools.
Education & Qualifications
- Desirable: CII Level 4 Diploma in Regulated Financial Planning or equivalent.
- Relationship building and networking
- Influencing and negotiation
- Commercial and strategic thinking
- Professional integrity and compliance awareness
- Resilience and self‑motivation
- Key Performance Indicators (KPIs)
- New firm acquisition and revenue generated
- Growth in assets under advice (AUA)
- Platform growth
- Firm retention and satisfaction levels
- Preferably based in the South of England.
- Hybrid/office-based with regular travel to meet advisers and firms
- Attendance at networking events and industry functions
- #J-18808-Ljbffr
Contact Details:
Lync Wealth Management Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Account Manager
✨Tap into Campus Networks
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✨Get Certified
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We think you need these skills to ace Account Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Lync Wealth Management Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
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How to prepare for a job interview at Lync Wealth Management Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Lync Wealth Management Limited.
✨Prepare for Case Studies
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✨Show Your Passion for Finance
Since this is a full-time position, employers at Lync Wealth Management Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Lync Wealth Management Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
