Account Manager

Lync Wealth Management Limited; United Kingdom; On-site; GBP 40,000 - 60,000; Full time

Job summary

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.

Qualifications

• Proven experience in business development within financial advice, wealth management, or IFA environments.
• Level 4 Diploma in Financial Planning (or working towards) highly desirable.
• Familiarity with CRM systems and sales reporting tools.
• Strong understanding of financial planning products.

Responsibilities

• Strengthen relationships with advisers and firms.
• Generate new adviser opportunities and support client base growth.
• Coordinate onboarding sessions for new firms.
• Negotiate contracts and close deals.

Skills

Business development experience

Understanding of financial planning products

Communication skills

Negotiation skills

Knowledge of FCA regulations

Experience supporting financial advisers

CRM systems familiarity

Education

CII Level 4 Diploma in Regulated Financial Planning

Job description

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