At a Glance
- Tasks: Strengthen relationships with advisers and drive growth through new opportunities.
- Company: Dynamic financial services firm focused on long-term growth.
- Benefits: Competitive salary, professional development, and supportive team environment.
- Other info: Exciting career progression opportunities in a collaborative setting.
- Why this job: Make a real impact in financial planning while building valuable connections.
- Qualifications: Strong communication skills and experience in relationship management.
The predicted salary is between 35000 - 45000 £ 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
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 emphasis on work-life balance, and the chance to make a meaningful impact in the financial planning sector. Our commitment to employee growth and a dynamic team environment makes Lync a rewarding place to advance your career while contributing to our long-term success.
StudySmarter Expert Advice🤫
We think this is how you could land Account Manager
✨Tip Number 1
Network like a pro! Reach out to advisers and firms on LinkedIn or at industry events. Building those relationships can give you the inside scoop on job openings and help you stand out.
✨Tip Number 2
Show your passion for financial planning! When you get the chance to chat with potential employers, share your insights and ideas about the industry. It’ll show them you’re not just looking for any job, but you’re genuinely interested in making a difference.
✨Tip Number 3
Prepare for interviews by researching the firm’s values and recent developments. Tailor your answers to reflect how you can contribute to their growth strategy and support advisers effectively.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Account Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Account Manager role. Highlight your experience in relationship management and any relevant achievements that showcase your ability to drive growth and support advisers.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your skills align with our goals at StudySmarter. Keep it engaging and personal.
Showcase Your Communication Skills:As an Account Manager, communication is key. In your application, demonstrate your ability to build relationships and manage expectations. Use clear and concise language to reflect your professionalism.
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 from us!
How to prepare for a job interview at Lync Wealth Management
✨Know Your Stuff
Make sure you understand the role of an Account Manager inside out. Familiarise yourself with financial planning and advice services, as well as the regulatory standards that come into play. This will not only help you answer questions confidently but also show your genuine interest in the position.
✨Build Rapport
Since the role involves strengthening relationships with advisers, practice building rapport during your interview. Be friendly, approachable, and engage with your interviewers. Ask them about their experiences and share relevant anecdotes from your past roles to create a connection.
✨Showcase Your Organisational Skills
As an Account Manager, you'll need to juggle multiple tasks like managing adviser relationships and coordinating webinars. Prepare examples that demonstrate your organisational skills and ability to manage logistics effectively. Highlight any tools or methods you use to stay organised.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of your interview. Inquire about the firm's growth strategy, how they support advisers, or what challenges they face in the current market. This shows that you're not just interested in the job, but also in the company's future and how you can contribute.
