Account Relationship Manager - Strategic Network Partnership

<p> </p>
<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><span data-contrast="none">The opportunity</span></strong><span data-ccp-props="{"201341983":0,"335559739":40,"335559740":240}"> </span></p>
<p><span class="TextRun SCXW184082877 BCX0" lang="EN-GB" data-contrast="auto"><span class="NormalTextRun SCXW184082877 BCX0">We are expanding our field based Account Relationship Manager team to deepen our presence with the advisers within one of the UK's largest national wealth networks, a long-standing strategic partner of Flagstone. This is a dedicated field based role focused on a single network of advisers </span><span class="NormalTextRun SCXW184082877 BCX0">operating</span><span class="NormalTextRun SCXW184082877 BCX0"> under a corporate distribution agreement.</span></span><span class="EOP SCXW184082877 BCX0" data-ccp-props="{"335559738":60,"335559739":60}"> </span></p>
<p><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"><strong><span data-contrast="none">The Role</span></strong></span></p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">Flagstone works in close commercial partnership with some of the UK's largest wealth networks, supporting their advisers in placing client cash through our platform. This role is dedicated to one of those strategic network partnerships, a corporate distribution agreement giving a national network of advisers access to Flagstone to refer their clients' cash.</p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">This is both a sales and a relationship role. You will be proactively visiting advisers across your regional territory, educating them on the Flagstone proposition, encouraging and enabling them to refer their clients, and ensuring that any barriers to referral are identified and removed. At the same time, you will be the first point of contact when advisers have queries or need support. Because the partner network operates under a single corporate agreement with Flagstone, the role also requires you to work credibly within the commercial and regulatory framework that governs that relationship.</p>
<p><span data-contrast="none"><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"><strong>What you'll be doing</strong></span></span></p>
<p><strong><span data-contrast="none">Proactive Adviser Engagement</span></strong><span data-ccp-props="{"201341983":0,"335559738":180,"335559739":60,"335559740":240}"> </span></p>
<ul>
<li class="font-claude-response-body whitespace-normal break-words pl-2">Own a defined regional portfolio of advisers within the partner network, taking personal responsibility for the depth of engagement and the volume and quality of referrals generated</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">Spend the substantial majority of your time in the field, visiting advisers in their offices and practices, attending regional network events, and building face-to-face relationships that drive consistent referral behaviour</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">Proactively reach out to advisers who are registered but not yet actively referring, understanding what is holding them back and working to unlock their activity</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">Work to deepen engagement with active advisers, helping them identify more of their clients who could benefit from the Flagstone platform</li>
</ul>
<p><strong><span data-contrast="none">Proposition Training &amp; Education</span></strong><span data-ccp-props="{"201341983":0,"335559738":180,"335559739":60,"335559740":240}"> </span></p>
<ul>
<li class="font-claude-response-body whitespace-normal break-words pl-2">Deliver clear, confident and compelling presentations of the Flagstone proposition to advisers, individually and in group settings</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">Keep advisers up to date with product developments, platform enhancements, and any changes to how Flagstone operates within the network's framework</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">Develop a thorough understanding of how advisers operate under a corporate distribution agreement work - the products they are permitted to recommend, the regulatory framework that governs them, and how Flagstone fits within it</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">Use insight from adviser conversations to feedback objections, platform friction points, or proposition gaps that are limiting referral activity</li>
</ul>
<p><strong><span data-contrast="none">Reactive Support &amp; Pipeline Management</span></strong><span data-ccp-props="{"201341983":0,"335559738":180,"335559739":60,"335559740":240}"> </span></p>
<ul>
<li class="font-claude-response-body whitespace-normal break-words pl-2">Act as a knowledgeable and responsive point of contact for advisers when they have questions about Flagstone, the referral process, or platform features</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">Resolve queries with pace and accuracy, always closing the loop with the adviser</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">Support advisers through the onboarding of referred clients, ensuring any friction is addressed quickly</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">Maintain a clear and current picture of your regional pipeline, tracking adviser 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 the health of your region: what is working, where the opportunities are, and where support is needed</li>
</ul>
<p><span data-ccp-props="{"134233279":false,"201341983":0,"335559738":40,"335559739":60,"335559740":240}"><strong>What You'll Bring</strong><br></span></p>
<p><strong><span data-contrast="none">Field Sales &amp; Relationship Management</span></strong><span data-ccp-props="{"201341983":0,"335559738":180,"335559739":60,"335559740":240}"> </span></p>
<ul>
<li><span data-contrast="none">Experience in a field-based sales or relationship management role, with a proven track record of building trusted relationships face to face and converting engagement into commercial outcomes</span><span data-ccp-props="{"134233279":false,"201341983":0,"335559738":40,"335559739":60,"335559740":240}"> </span></li>
<li><span data-contrast="none">Genuine comfort being out in the field every day - you need to be energised by travel, variety, and in-person interaction</span><span data-ccp-props="{"134233279":false,"201341983":0,"335559738":40,"335559739":60,"335559740":240}"> </span></li>
<li><span data-contrast="none">The personal presence and communication skills to represent Flagstone confidently in front of financial advisers and wealth professionals, one-to-one or in a group setting</span><span data-ccp-props="{"134233279":false,"201341983":0,"335559738":40,"335559739":60,"335559740":240}"> </span></li>
</ul>
<p><strong><span data-contrast="none">Financial Services Knowledge</span></strong><span data-ccp-props="{"201341983":0,"335559738":180,"335559739":60,"335559740":240}"> </span></p>
<ul>
<li class="font-claude-response-body whitespace-normal break-words pl-2">A solid understanding of the UK financial advice market, including the differences between independent, restricted and network advisers, and how cash management fits within an adviser's wider client proposition</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">Experience working with, or selling into, a large adviser network, national wealth managers, IFA consolidators, or platforms operating under a corporate distribution agreement is highly desirable</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">Familiarity with the dynamics of a corporate distribution partnership - including how head-office relationships interact with adviser-level activity, is also an advantage</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">Sufficient financial literacy to have credible conversations about cash, interest rates, FSCS protection and multi-bank diversification</li>
</ul>
<p><strong><span data-contrast="none">Commercial Drive &amp; Self-Direction</span></strong><span data-ccp-props="{"201341983":0,"335559738":180,"335559739":60,"335559740":240}"> </span></p>
<ul>
<li class="font-claude-response-body whitespace-normal break-words pl-2">A commercially motivated self-starter who takes personal ownership of regional performance and does not wait to be told where to focus</li>
<li class="font-clau

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