About Lync Wealth Management

Lync Wealth Management is a forward-thinking financial services firm dedicated to optimizing adviser-client relationships through data-driven insights and operational excellence. With a growing portfolio and multiple acquisitions in the pipeline, the company is focused on building robust data frameworks and enhancing service delivery across its network.

This role is central to the firm’s strategic goals, supporting both internal operations and external client outcomes.

Position Overview

As a Data Analyst, you’ll be responsible for maintaining the accuracy, integrity, and efficiency of client data across multiple systems. You’ll work closely with advisers, providers, and internal teams to identify discrepancies, implement corrections, and monitor ongoing data quality. Your work will directly support fee reconciliation, servicing schedules, and adviser-client allocations.

• Position Title: Data Analyst
• Location: Remote (UK-based)
• Employment Type: Full-Time, Permanent
• Salary Range: £32,000 – £35,000 per year
• Work Arrangement: Fully remote
• Company pension
• Cycle to work scheme
• Flexible work-from-home setup

Key Responsibilities

Data Analysis

• Identify duplicate clients using internal systems (iO)
• Collaborate with adviser pay and iO to locate missing fees
• Assess incomplete servicing data with T&C and iO
• Identify incorrect ‘Under Agency’ plans with providers
• Locate missing valuations and client details (e.g., NI numbers, DOBs)

Data Correction & Implementation

• Add missing fees and correct servicing data
• Update Under Agency statuses and plan valuations
• Ensure all client information is complete and accurate

Ongoing Monitoring & Future Acquisitions

• Conduct monthly data audits and corrections
• Implement data processes for newly acquired firms (six currently in pipeline)
• Evaluate and pilot Woven software for automation opportunities

Required Knowledge and Experience

• Strong understanding of financial services and adviser-client relationships
• Experience with financial platforms, servicing schedules, and fee reconciliation
• Familiarity with regulatory requirements for client data management
• Proficiency in data analysis tools, including iO and provider systems
• Ability to assess and correct data discrepancies efficiently
• Experience managing timelines for analysis, correction, and monitoring

Preferred Skills

• Experience with financial data management platforms
• Ability to work collaboratively across departments
• Strong organizational and time-management skills
• Attention to detail and commitment to data accuracy
• Understanding of FCA’s Consumer Duty principles and their application in data handling

Why This Role Matters

Data Analysts are critical to the success of financial services firms. At Lync Wealth Management, your work will ensure that client records are accurate, fees are reconciled properly, and servicing schedules are maintained. Whether you’re supporting newly acquired firms or optimizing existing data frameworks, your contributions will enhance adviser-client relationships and drive business growth.

This is more than just a data role—it’s a chance to shape the future of financial operations through precision, insight, and innovation.

Who Should Apply

This role is ideal for:

• Experienced data analysts in the financial services sector
• Professionals with a background in client servicing and fee reconciliation
• Candidates familiar with platforms like iO and provider systems
• Individuals seeking a remote, full-time position with long-term potential
• Applicants who value accuracy, collaboration, and strategic impact