Advisor Growth Partner | Financial Planning & Onboarding

Lync Wealth Management Limited; United Kingdom; Hybrid; 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

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.