Account Relationship Manager - Strategic Network Partnership (London and Home Counties) in City of Westminster

Account Relationship Manager - Strategic Network Partnership (London and Home Counties) in City of Westminster

City of Westminster Full-Time 50000 - 60000 £ / year (est.) Home office (partial)
Flagstone Group LTD

At a Glance

  • Tasks: Build relationships with partners and drive referrals through engaging presentations and support.
  • Company: Join Flagstone, a leading online savings platform focused on innovation and collaboration.
  • Benefits: Enjoy competitive bonuses, flexible benefits, personal development budget, and mental health support.
  • Other info: Dynamic role with travel opportunities and a focus on personal growth and community.
  • Why this job: Make a real impact in financial technology while growing your career in a supportive environment.
  • Qualifications: Experience in sales or relationship management, strong communication skills, and financial literacy.

The predicted salary is between 50000 - 60000 £ per year.

The ARM - Strategic Network Partnership role is both a sales and a relationship role. You will be proactively visiting Partners across London and the Home Counties, 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.

What You'll Be Doing

  • Own a defined regional portfolio of Partners, taking personal responsibility for the depth of engagement and the volume and quality of referrals generated.
  • 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.
  • 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.
  • Work to deepen engagement with active Partners, helping them identify more of their clients who could benefit from the Flagstone platform.
  • Deliver clear, confident, and compelling presentations of the Flagstone proposition to Partners, both individually and in group settings.
  • Keep Partners up to date with product developments, platform enhancements, and any changes to how Flagstone works within the network framework.
  • 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.
  • Use insight from Partner conversations to feed back objections, platform friction points, or proposition gaps that are limiting referral activity.

Reactive Support & Pipeline Management

  • Act as a knowledgeable and responsive point of contact for Partners when they have questions about Flagstone, the referral process, or platform features.
  • Resolve queries with pace and accuracy, always closing the loop with the Partner.
  • Support Partners through the onboarding of referred clients, ensuring any friction is addressed quickly.
  • Maintain a clear and current picture of your regional pipeline tracking Partner engagement levels, referral volumes, and conversion activity.
  • 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.

Experience & Knowledge

  • 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.
  • Genuine comfort being out in the field every day - you need to be energised by travel, variety, and in-person interaction.
  • 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.
  • An understanding of the financial advice market, the IFA and restricted adviser landscape, and how cash management fits within an adviser's client proposition.
  • 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.
  • Sufficient financial literacy to have credible conversations about cash, interest rates, FSCS protection, and multi-bank diversification.

Commercial Drive & Self-Direction

  • A commercially motivated self-starter who takes personal ownership of regional performance and does not wait to be told where to focus.
  • Organised and disciplined in how you manage your territory: you plan your time, track your pipeline, and follow up consistently.

About Flagstone

Flagstone is 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. Our culture focuses on kindness, respect, and growth. We are building a diverse, inclusive community where your voice is heard and valued, with close support and room to develop, so you can surpass your own expectations. We may not change the world, but we can change the world of financial technology through a winning mix of drive, talent, and empathy.

Partnership & Reach

Our relationship with one of the UK's largest national wealth networks is the largest and most strategically significant partnership in the business. It is 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.

Benefits

At Flagstone, the benefits extend beyond token perks. We invest in your health, wealth, and professional development. Here’s a selection of our benefits:

  • Competitive bonus scheme - designed to reward and recognise high performance.
  • 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.
  • A range of salary sacrifice options to help you make tax efficient savings on electric cars, nursery schemes, home and tech goods.
  • Around the World scheme - 3 months work from anywhere scheme.
  • Mental wellbeing support - Access therapy and mental health sessions through Spill.
  • Learning and development - £1,000 personal development budget to help you grow in your role.
  • Private health care - Enjoy all the benefits AXA has to offer, including reduced gym memberships and medical history disregarded.
  • Medical cash plan - To help you with the costs of dental and optical expenses.
  • Life insurance and Income Protection - four times your annual salary for peace of mind.
  • Matched pension contributions up to 5%.
  • 25 days holiday - plus bank holidays, well-being days and volunteering days.
  • Enhanced Parental Leave - enhanced maternity, paternity and adoption pay.

Account Relationship Manager - Strategic Network Partnership (London and Home Counties) in City of Westminster employer: Flagstone Group LTD

Flagstone is an exceptional employer that prioritises the well-being and professional growth of its employees, particularly in the dynamic role of Account Relationship Manager. With a culture rooted in kindness and respect, employees benefit from a competitive bonus scheme, flexible benefits, and a generous personal development budget, all while working in the vibrant environment of London and the Home Counties. The company's commitment to fostering a diverse and inclusive community ensures that every voice is valued, making it a truly rewarding place to build a career in financial technology.

Flagstone Group LTD

Contact Details:

Flagstone Group LTD Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Account Relationship Manager - Strategic Network Partnership (London and Home Counties) in City of Westminster

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Flagstone Group LTD. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Account Relationship Manager - Strategic Network Partnership (London and Home Counties) in City of Westminster

Sales Skills
Relationship Management
Field Sales Experience
Presentation Skills
Communication Skills
Financial Literacy
Understanding of Financial Advice Market

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Flagstone Group LTD.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Flagstone Group LTD's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Flagstone Group LTD

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Flagstone Group LTD.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Flagstone Group LTD will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Flagstone Group LTD employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.