At a Glance
- Tasks: Strengthen adviser relationships and generate new opportunities in a hybrid role.
- Company: Lync Wealth Management Limited, a dynamic firm focused on growth.
- Benefits: Competitive salary, flexible working, and opportunities for professional development.
- Other info: Regular travel and networking events to enhance your career.
- Why this job: Join a team that values communication and negotiation skills while making a real impact.
- Qualifications: Experience in financial advice and a Level 4 Diploma in Financial Planning required.
The predicted salary is between 40000 - 50000 £ per year.
Lync Wealth Management Limited is looking for an experienced Account Manager to strengthen adviser relationships and support the firm's growth by generating new adviser opportunities.
This hybrid role includes responsibilities in managing onboarding sessions and ensuring compliance with FCA regulations.
The ideal candidate will possess excellent communication and negotiation skills, along with substantial experience in financial advice and a Level 4 Diploma in Financial Planning.
Regular travel to meet advisers and attendance at networking events are part of the role.
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Advisor Growth Partner | Financial Planning & Onboarding employer: Lync Wealth Management Limited
Lync Wealth Management Limited is an exceptional employer that prioritises the growth and development of its employees, offering a dynamic work culture that fosters collaboration and innovation. With a strong focus on professional development, employees benefit from ongoing training opportunities and the chance to build meaningful relationships within the financial advisory community. Located in a vibrant area, the company also supports a healthy work-life balance through its hybrid working model, making it an ideal place for those seeking a rewarding career in financial planning.
Contact Details:
Lync Wealth Management Limited Recruitment Team
