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Advisor Partner | Financial Planning & Onboarding
Job in
Sheffield, South Yorkshire, S5, England, UK
Listed on 2026-07-09
Listing for:
Lync Wealth Management Limited
Full Time
position Listed on 2026-07-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
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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