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 adviser support.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional development.
- Other info: Exciting networking opportunities and a supportive team environment.
- 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
- Adviser Expenses approval
- Individual adviser development
- 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
- Segment Data
- 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 relationship
- 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
Skills & Experience
- Essential
- 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.
- Target-driven mindset.
- Desirable
- Strong commercial awareness
- Knowledge of FCA regulatory environment.
- Level 4 Diploma in Financial Planning (or working towards) highly desirable.
- Familiarity with CRM systems and sales reporting tools.
Qualifications and Competencies
- 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
The role is preferably based in the South of England. It is hybrid/office-based with regular travel to meet advisers and firms. You will also be required to attend networking events and industry functions.
Account Manager employer: Lync Wealth Management
At Lync, we pride ourselves on being an exceptional employer that fosters a collaborative and supportive work culture. As an Account Manager, you will benefit from ongoing professional development opportunities, a strong focus on relationship building, and the chance to make a meaningful impact in the financial planning sector. Our hybrid working model allows for flexibility while ensuring you remain connected with advisers and firms across the South of England, making it an ideal environment for growth and success.
StudySmarter Expert Advice🤫
We think this is how you could land Account Manager
✨Tip Number 1
Networking is key! Get out there and connect with advisers and firms at industry events. We can’t stress enough how important it is to build those relationships face-to-face.
✨Tip Number 2
Don’t just wait for opportunities to come to you. Be proactive! Reach out to potential advisers and firms, and show them how you can help grow their client base. We believe in taking the initiative!
✨Tip Number 3
Prepare for your meetings like a pro. Know your stuff about financial planning products and be ready to discuss how you can support advisers. We want you to shine in those discussions!
✨Tip Number 4
Finally, apply through our website! It’s the best way to get noticed and show us you’re serious about joining the team. We’re excited to see what you bring to the table!
We think you need these skills to ace Account Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Account Manager. Highlight your experience in business development and relationship management, especially within financial advice or wealth management. We want to see how you can drive growth and support advisers!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial planning and how your skills align with our goals. Be sure to mention any relevant qualifications, like the Level 4 Diploma in Financial Planning, if you have it.
Showcase Your Communication Skills:As an Account Manager, excellent communication is key. In your application, demonstrate your ability to negotiate and present ideas clearly. We love seeing examples of how you've built strong relationships in the past!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you're keen to join our team at StudySmarter!
How to prepare for a job interview at Lync Wealth Management
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial planning products like pensions, investments, and protection. Being able to discuss these confidently will show that you understand the industry and can support advisers effectively.
✨Build Rapport with Interviewers
Since relationship building is key in this role, practice how you can establish rapport with your interviewers. Use their names, maintain eye contact, and engage in active listening to demonstrate your interpersonal skills.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific situations, especially around adviser management and client relationships. Think of examples from your past experience where you've successfully navigated similar challenges.
✨Showcase Your Target-Driven Mindset
Be ready to discuss your achievements in previous roles, particularly those that highlight your ability to meet targets. Use metrics and specific examples to illustrate how you’ve driven growth and supported advisers in building their client base.
