Relationship Team Lead - 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 data-renderer-start-pos="69">You're a Relationship Team Lead who understands how IFAs and wealth managers think and knows how to build a team that excels at both deepening existing partner relationships and winning new ones. You're hands-on, close to your team's performance every day, coaching, removing blockers and holding a high standard. But you carry your own senior relationships too - this is a player-manager role, and you contribute directly to commercial outcomes alongside leading others. Flagstone is the UK's leading cash platform with £19bn AuA and a clear ambition to reach £50bn by 2028. The IFA and wealth manager channel is one of our most significant growth opportunities - and this role leads the team responsible for realising it.</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>Team Leadership</strong></p>
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<li class="font-claude-response-body whitespace-normal break-words pl-2">Lead, coach and develop a geographically dispersed team of ARMs, setting clear expectations and creating conditions for each individual to perform at their best.</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">Own overall commercial performance — referral volumes, new firm engagement, funded accounts and AuA contribution.</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">Run a consistent team rhythm: 1:1s, joint field visits, call reviews and performance sessions.</li>
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<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]"><strong>Personal Partner Engagement</strong></p>
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<li class="font-claude-response-body whitespace-normal break-words pl-2">Maintain your own portfolio of the most senior and strategically significant IFA firms and adviser networks.</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">Model the standard of engagement you expect from your ARMs and step in where your seniority makes a material difference.</li>
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<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]"><strong>Channel Strategy</strong></p>
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<li class="font-claude-response-body whitespace-normal break-words pl-2">Set the strategic direction for how the team allocates effort - which firms to prioritise, how to segment and where the greatest growth potential sits.</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">Work with the Head of Partnerships to align activity with the broader IFA channel strategy, including network and consolidator pursuit.</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">Build a repeatable, scalable model for new firm development.</li>
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<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]"><strong>Commercial Oversight</strong></p>
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<li class="font-claude-response-body whitespace-normal break-words pl-2">Ensure the team delivers compelling, accurate presentations of the Flagstone proposition across territories.</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">Maintain a clear view of channel performance and report with clarity to the Head of Partnerships.</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">Feed partner insight back into the business - competitive dynamics, platform feedback, proposition gaps.</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>Player-Manager Experience</strong></p>
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<li class="font-claude-response-body whitespace-normal break-words pl-2">Proven track record leading a field-based team while maintaining a meaningful personal commercial contribution.</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">Able to hold both responsibilities simultaneously: your team improves under your leadership and your own relationships reflect the seniority the role demands.</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">Genuinely invested in coaching and developing the people around you.</li>
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<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]"><strong>IFA Market Knowledge</strong></p>
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<li class="font-claude-response-body whitespace-normal break-words pl-2">Strong, current understanding of the IFA and wealth manager market - how firms are structured, how advisers make recommendations and what drives referral behaviour.</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">The credibility and presence to engage at senior level within IFA firms, consolidator businesses and adviser networks.</li>
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<p class="font-claude-response-body break-words whitespace-normal leading-[1.7]"><strong>Strategic Thinking</strong></p>
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<li class="font-claude-response-body whitespace-normal break-words pl-2">Able to think strategically about a large, complex national portfolio - how to segment, prioritise and build a systematic team approach.</li>
<li class="font-claude-response-body whitespace-normal break-words pl-2">A strong analytical instinct: using performance data to understand what's working and what needs to change.</li>
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<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>
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<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<
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