Account Relationship Manager - IFA & National Market Accounts
<p><strong>What is Flagstone?</strong></p>
<p>Flagstone is many things. An online savings platform, reinventing how individuals, businesses, and charities manage, protect, and grow their cash. A diverse group of people, bound by a collaborative spirit, and shared purpose. And lastly, a thriving, profitable business – where smart people do their best work.</p>
<p>Each definition shares a common thread: our unique culture. It’s our pride and joy. And our competitive advantage.</p>
<p><strong>A feel for our culture</strong></p>
<p>To revolutionise the savings market, we need to be at our best. But high performance takes more than talent – it takes a culture of kindness, respect, and growth.</p>
<p>That’s why we’re building a diverse, inclusive community, where your voice is heard and valued. Where, with close support and room to develop, you can surpass even your own expectations. And be rewarded for it.</p>
<p>We may not change the world, but we <em>can </em>change the world of financial technology. And all it takes is a winning mix of drive, talent, and empathy. Our culture celebrates all three.<br><br>But enough about us. Let’s talk about you.</p>
<p><strong>Does this sound like you?</strong></p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">You're a relationship builder with a track record of direct outreach to financial advisers and wealth managers. You know how to open doors, develop trust and turn an initial conversation into a long-term partnership. You're energised by both the business development side — identifying and engaging new IFA firms in your region - and the relationship management side: deepening existing connections, training advisers on the platform and driving consistent referral performance. You understand what motivates IFAs and wealth managers, and you know how to position a proposition that genuinely serves their clients.</p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">Flagstone is the UK's leading cash platform with £19bn in AuA and a mandate to reach £50bn by 2028. The IFA and wealth manager channel is one of our most significant growth opportunities -and this role is at the heart of it.</p>
<p><strong>What you’ll do:</strong></p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]"><strong>Partner Engagement</strong></p>
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<li class="font-claude-response-body whitespace-normal break-words pl-2">Own a defined regional territory, taking personal responsibility for engagement breadth and the referral activity it generates.</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">Spend the majority of your time in the field - visiting firms, attending events and building face-to-face relationships that create long-term referral partners.</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">Identify and approach IFA firms not yet working with Flagstone, taking them from first meeting to active referral partner.</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">Deepen engagement with registered firms that aren't yet referring and grow volume from those that are.</li>
</ul>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]"><strong>Training & Education</strong></p>
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<li class="font-claude-response-body whitespace-normal break-words pl-2">Deliver clear, confident presentations of the Flagstone proposition - individually and in group settings.</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">Train advisers on the referral portal and onboarding process, reducing friction so making a referral feels straightforward.</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">Feed insight from adviser conversations back into the business - gaps, friction points, competitive pressures.</li>
</ul>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]"><strong>Support & Market Intelligence</strong></p>
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<li class="font-claude-response-body whitespace-normal break-words pl-2">Be a responsive point of contact for partner firms on questions about Flagstone, the referral process or platform features.</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">Act as a structured source of intelligence from the IFA market back into Flagstone - what advisers are telling you about the platform, proposition and competition.</li>
</ul>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]"><strong>Pipeline & Performance</strong></p>
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<li class="font-claude-response-body whitespace-normal break-words pl-2">Maintain a clear picture of your regional pipeline - engagement levels, referral volumes and conversion activity.</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">Report regularly to the Relationships Team Lead on territory health: what's working, where the opportunities are and where support is needed.</li>
</ul>
<p><strong>What you’ll bring:</strong></p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]"><strong>Field Sales & Relationships</strong></p>
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<li class="font-claude-response-body whitespace-normal break-words pl-2">Proven track record in field-based sales or relationship management, building trusted commercial relationships face to face.</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">Genuinely energised by being out in the field - travel, variety and independence suit you.</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">The presence and communication skills to represent Flagstone confidently in front of IFAs, wealth managers and compliance officers.</li>
</ul>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]"><strong>Financial Services Knowledge</strong></p>
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<li class="font-claude-response-body whitespace-normal break-words pl-2">A solid understanding of the IFA and wealth manager market - how firms are structured, how advisers make recommendations and how cash fits within a client's financial plan.</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">Enough financial literacy to hold credible conversations about interest rates, FSCS protection and multi-bank diversification.</li>
</ul>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]"><strong>Commercial Drive</strong></p>
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<li class="font-claude-response-body whitespace-normal break-words pl-2">A self-starter who takes personal ownership of regional performance and manages their own diary and territory plan.</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">Organised and disciplined: you plan visits, track pipeline and follow up consistently across a large number of relationships simultaneously.</li>
</ul>
<p><strong>How we reward you:</strong></p>
<p>At Flagstone, the benefits extend beyond false gifts like “fruit and snacks”. Instead, we invest in your health, wealth, and professional development. Here’s a selection of our benefits:</p>
<p></p>
<ul>
<li>Competitive bonus scheme - designed to reward and recognise high performance</li>
<li>Flexible benefits budget - a pot to fund meaningful benefits for you, whether it's hormone or fertility testing, cancer screening, neuro-diversity coaching or something that matters for you.</li>
<li>A range of salary sacrifice options to help you make tax efficient savings on electric cars, nursery schemes, home and tech goods.</li>
<li>Around the World scheme - 3 months work from anywhere scheme</li>
<li>Mental wellbeing support – Access therapy and mental health sessions through Spill</li>
<li>Learning and development – £1,000 personal development budget to help you grow in your role.</li>
<li>Private health care - Enjoy all the benefits AXA has to offer, including reduced gym memberships and medical history disregarded</li>
<li>Medical cash plan - To help you with the costs of dental and optical expenses</li>
<li>Life insurance and Income Protection- four times your annual salary for peace of mind</li>
<li>Matched pension contributions up to 5%</li>
<li>25 days holiday - plus bank holidays, well-being days and volunteering days</li>
<li>Enhanced Parental Leave – enhanced maternity, paternity and adoption pay. </li>
</ul>
<p></p>
<p><strong>All are welcome.</strong></p>
<p>At Flagstone, we’re assembling a diverse team that defies our industry’s norms. Think this role could suit you? We encourage you to apply, no matter your background.</p>
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