Account Relationship Manager - Strategic Network Partnership (Midlands and South West)
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<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>
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<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]"><strong>The Role</strong></p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">Flagstone's relationship with one of the UK's largest national wealth networks is the largest and most strategically significant partnership in the business, it's a corporate agreement giving the network's Partners access to the Flagstone platform to refer their clients' cash. With over 5,000 Partners across four regions and significant untapped potential, the ARM role is central to how we grow.</p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]">The ARM – Strategic Network Partnership role is both a sales and a relationship role. You will be proactively visiting Partners across the Midlands and south west England, 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 Partners have queries or need support.</p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]"><strong>What You'll Be Doing</strong></p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]"><strong>Proactive Partner Engagement</strong></p>
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<li class="font-claude-response-body whitespace-normal break-words pl-2">Own a defined regional portfolio of Partners, 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 Partners 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 Partners 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 Partners, helping them identify more of their clients who could benefit from the Flagstone platform</li>
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<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]"><strong>Proposition Training & Education</strong></p>
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<li class="font-claude-response-body whitespace-normal break-words pl-2">Deliver clear, confident, and compelling presentations of the Flagstone proposition to Partners, both individually and in group settings</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">Keep Partners up to date with product developments, platform enhancements, and any changes to how Flagstone works within the network framework</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">Develop a thorough understanding of the network's adviser framework, the restrictions Partners operate under as Appointed Representatives, and how Flagstone fits within the products they are permitted to recommend</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">Use insight from Partner conversations to feed back objections, platform friction points, or proposition gaps that are limiting referral activity</li>
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<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]"><strong>Reactive Support & Pipeline Management</strong></p>
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<li class="font-claude-response-body whitespace-normal break-words pl-2">Act as a knowledgeable and responsive point of contact for Partners 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 Partner</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">Support Partners 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 Partner 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>
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<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]"><strong>What You'll Bring</strong></p>
<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]"><strong>Field Sales & Relationship Management</strong></p>
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<li class="font-claude-response-body whitespace-normal break-words pl-2">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</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">Genuine comfort being out in the field every day - you need to be energised by travel, variety, and in-person interaction</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">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</li>
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<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">An understanding of the financial advice market, the IFA and restricted adviser landscape, and how cash management fits within an adviser's client proposition</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">Familiarity with large national wealth network models is an advantage - how Partners operate, the restrictions they work under as Appointed Representatives, and the dynamics of a corporate distribution partnership</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>
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<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]"><strong>Commercial Drive & Self-Direction</strong></p>
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<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-claude-response-body whitespace-normal break-words pl-2">Organised and disciplined in how you manage your territory: you plan your time, track your pipeline, and follow up consistently</li>
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