Flagstone
Account Relationship Manager - IFA & National Market Accounts
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Account Relationship Manager - IFA & National Market Accounts
What is Flagstone?
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.
- A thriving, profitable business, where smart people excel.
Our culture – kind, respectful, and growth-focused – is our pride, joy, and competitive edge. Here’s what’s important to us:
A Feel for Our Culture
We aim to revolutionise the savings market by delivering high performance. This isn’t just about talent—it’s about fostering a culture where:
- Kindness and respect are essential.
- Everyone’s voice is heard and valued.
- Support and development opportunities help you exceed expectations.
Driven by mix of innovation, empathy, and drive, we aim to reshape financial technology—not just another part of the industry.
The Partner Engagement Specialist Role
This is for you if:
🔹 You’re a relationship builder, skilled at direct outreach to financial advisers (IFAs) and wealth managers.
🔹 You thrive in business development—identifying and engaging new IFA firms—and relationship management—deepening interest, training advisers, and driving consistent referrals.
🔹 You understand what motivates IFAs and know how to position Flagstone’s proposition to serve their clients effectively.
Flagstone is the UK’s leading cash platform, with £19bn in assets under administration (AuA), and our growth target? £50bn by 2028. This role sits at the heart of our ambitions.
What You’ll Do:
Partner Engagement
- Own and manage a defined regional territory, ensuring broad engagement and high referral activity.
- Spend most of your time ‘in the field’, visiting firms, attending events, and building long-term referral partnerships.
- Approach new IFA firms not yet partnered with Flagstone, progressing leads from initial meetings to active referrals.
- Deepen relationships with under-performing partners and develop volume from firms actively referring clients.
- Drive consistent referral performance through robust relationship nurturing.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Training & Education
- Deliver confident, clear presentations of Flagstone’s proposition—both individually and in group settings.
- Train IFAs on the referral portal and onboarding process, eliminating friction and encouraging referrals.
- Gather and share adviser feedback (gaps, pain points, competitive insights) with the business.
- Support adviers with referral-related queries, empowerment, and support.
Support & Market Intelligence
- Act as the paramount contact for partner firms concerning technical questions, referral processes, and platform features.
- Provide structured market intelligence on IFA trends, platform feedback, competitive insights, and suggestions for improvement.
Pipeline & Performance
- Maintain a clear pipeline overview: engagement levels, referral volumes, and conversion progress.
- Regularly report to the Relationships Team Lead on regional health—growth opportunities, challenges, and areas needing support.
About You
Field Sales & Relationships
- Proven track record in field-based sales/relationship management, building trusted commercial partnerships.
- Earned by being energised by fieldwork—trapping, variety of tasks, and autonomy suit your strengths.
- Charismatic and confident, with excellent communication skills for engaging IFAs, wealth managers, and compliance representatives.
Financial Services Knowledge
- In-depth understanding of the IFA and wealth manager ecosystem: firm structures, adviser decision-making, and the role of cash in client financial planning.
- Sound knowledge of interest rates, FSCS protection, and multi-bank diversification for credible discussions.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Commercial Drive
- A self-starter with ownership of regional performance.
- Organised and disciplined: plan visits, track pipeline, follow up, and manage multiple relationships efficiently with no gaps.
How We Reward You
At Flagstone, our benefits are about investment—in your health, wealth, and professional growth. Here’s what we offer:
- Competitive bonus scheme: rewards and recognises high performance.
- Flexible benefits budget: allocated for personalised benefits (e.g., hormone testing, mental health coaching, career development).
- Salary sacrifice options: tax-efficient savings on electric vehicles, nursery schemes, home goods, tech.
- Around the World scheme: 3-month work-from-anywhere opportunity per year.
- Mental wellbeing support: access therapy and mental health sessions through Spill.
- Personal development budget: £1,000 to aid career growth, training, or certifications.
- Private health benefits: from AXA for premium care (gym memberships, medical history disregarded).
- Medical cash plan: covering dental and optical expenses.
- Life insurance and Income Protection: peace-of-mind coverage up to four times your salary.
- Pension contributions: 5% matching (up to the UK’s annual limit).
- Holiday package: 25 days + bank holidays, well-being days, and volunteering days.
- Enhanced Parental Leave: enhanced pay for maternity, paternity, and adoption leave.
All Are Welcome
Flagstone champions diversity. We strive to assemble a team that defies outdated industry norms. Think this is you? We’d love to hear from you, regardless of your background. Apply, and let’s create something great together.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location