Account Relationship Manager - IFA & National Market Accounts in London

Account Relationship Manager - IFA & National Market Accounts in London

London Full-Time 40000 - 50000 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Build relationships with financial advisers and drive referral performance in your region.
  • Company: Join Flagstone, a leading online savings platform with a unique culture.
  • Benefits: Enjoy competitive bonuses, flexible benefits, and a £1,000 personal development budget.
  • Other info: Diverse team culture that values your voice and encourages personal growth.
  • Why this job: Make an impact in financial technology while growing your career in a supportive environment.
  • Qualifications: Proven experience in field sales or relationship management, with financial services knowledge.

The predicted salary is between 40000 - 50000 £ per year.

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. And lastly, a thriving, profitable business – where smart people do their best work. Each definition shares a common thread: our unique culture. It’s our pride and joy. And our competitive advantage.

A feel for our culture: 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. 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. We may not change the world, but we can change the world of financial technology. And all it takes is a winning mix of drive, talent, and empathy. Our culture celebrates all three.

But enough about us. Let’s talk about you. Does this sound like you? You're a relationship builder with a track record of direct outreach to financial advisers and wealth managers. You know how to open doors, develop trust and turn an initial conversation into a long-term partnership. You're energised by both the business development side — identifying and engaging new IFA firms in your region - and the relationship management side: deepening existing connections, training advisers on the platform and driving consistent referral performance. You understand what motivates IFAs and wealth managers, and you know how to position a proposition that genuinely serves their clients.

Flagstone is the UK's leading cash platform with £19bn in AuA and a mandate to reach £50bn by 2028. The IFA and wealth manager channel is one of our most significant growth opportunities - and this role is at the heart of it.

What you’ll do:

  • Partner Engagement: Own a defined regional territory, taking personal responsibility for engagement breadth and the referral activity it generates. Spend the majority of your time in the field - visiting firms, attending events and building face-to-face relationships that create long-term referral partners. Identify and approach IFA firms not yet working with Flagstone, taking them from first meeting to active referral partner. Deepen engagement with registered firms that aren't yet referring and grow volume from those that are.
  • Training & Education: Deliver clear, confident presentations of the Flagstone proposition - individually and in group settings. Train advisers on the referral portal and onboarding process, reducing friction so making a referral feels straightforward. Feed insight from adviser conversations back into the business - gaps, friction points, competitive pressures.
  • Support & Market Intelligence: Be a responsive point of contact for partner firms on questions about Flagstone, the referral process or platform features. Act as a structured source of intelligence from the IFA market back into Flagstone - what advisers are telling you about the platform, proposition and competition.
  • Pipeline & Performance: Maintain a clear picture of your regional pipeline - engagement levels, referral volumes and conversion activity. Report regularly to the Relationships Team Lead on territory health: what's working, where the opportunities are and where support is needed.

What you’ll bring:

  • Field Sales & Relationships: Proven track record in field-based sales or relationship management, building trusted commercial relationships face to face. Genuinely energised by being out in the field - travel, variety and independence suit you. The presence and communication skills to represent Flagstone confidently in front of IFAs, wealth managers and compliance officers.
  • Financial Services Knowledge: A solid understanding of the IFA and wealth manager market - how firms are structured, how advisers make recommendations and how cash fits within a client's financial plan. Enough financial literacy to hold credible conversations about interest rates, FSCS protection and multi-bank diversification.
  • Commercial Drive: A self-starter who takes personal ownership of regional performance and manages their own diary and territory plan. Organised and disciplined: you plan visits, track pipeline and follow up consistently across a large number of relationships simultaneously.

How we reward you:

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:

  • 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.

All are welcome. At Flagstone, we’re assembling a diverse team that defies our industry’s norms. Think this role could suit you? We encourage you to apply, no matter your background.

Account Relationship Manager - IFA & National Market Accounts in London employer: Flagstone Group

Flagstone is an exceptional employer that prioritises a culture of kindness, respect, and growth, making it an ideal place for an Account Relationship Manager to thrive. With a strong focus on employee development, competitive benefits, and a commitment to diversity and inclusion, you will find ample opportunities to excel in your career while enjoying a supportive work environment. Located in the heart of the UK's financial technology sector, Flagstone offers a dynamic atmosphere where your contributions directly impact the future of savings management.

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Contact Details:

Flagstone Group Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Account Relationship Manager - IFA & National Market Accounts in London

Tip Number 1

Get out there and network! Attend industry events, meet-ups, and conferences where you can connect with IFAs and wealth managers. Building those face-to-face relationships is key to turning initial conversations into long-term partnerships.

Tip Number 2

Be prepared to showcase your knowledge! When you meet potential partners, confidently present the Flagstone proposition and how it benefits their clients. The more you know about the IFA market, the better you'll engage and build trust.

Tip Number 3

Follow up consistently! After your initial meetings, keep the conversation going. Whether it's a quick email or a call, staying on their radar shows your commitment and helps deepen those connections.

Tip Number 4

Use our website to apply! We’re all about making the application process smooth and straightforward. Plus, it’s a great way to show your enthusiasm for joining our diverse and inclusive community at Flagstone.

We think you need these skills to ace Account Relationship Manager - IFA & National Market Accounts in London

Relationship Building
Field Sales
Commercial Awareness
Financial Services Knowledge
Presentation Skills
Training and Education
Market Intelligence

Some tips for your application 🫡

Show Your Personality:When you're writing your application, let your personality shine through! We want to see the real you, so don’t be afraid to express your enthusiasm for the role and how you align with our culture of kindness and growth.

Tailor Your Application:Make sure to customise your application for the Account Relationship Manager role. Highlight your experience in building relationships with IFAs and wealth managers, and how you can contribute to our mission of revolutionising the savings market.

Be Clear and Concise:Keep your application straightforward and to the point. Use clear language to describe your achievements and skills, especially those that relate to field sales and relationship management. We appreciate clarity!

Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it shows you’re keen on joining our team!

How to prepare for a job interview at Flagstone Group

Know Your Audience

Before the interview, research Flagstone and its unique culture. Understand their mission to revolutionise the savings market and how they value kindness, respect, and growth. This will help you tailor your responses to show that you align with their values.

Showcase Your Relationship Skills

Prepare specific examples of how you've successfully built relationships with financial advisers and wealth managers in the past. Highlight your ability to turn initial conversations into long-term partnerships, as this is crucial for the Account Relationship Manager role.

Demonstrate Financial Knowledge

Brush up on your understanding of the IFA and wealth manager market. Be ready to discuss how cash fits within a client's financial plan and articulate your knowledge of interest rates and FSCS protection. This will show that you can hold credible conversations with potential partners.

Be Ready to Discuss Your Strategy

Think about how you would manage your regional territory and pipeline. Be prepared to share your approach to tracking engagement levels and referral volumes, as well as how you would report on territory health. This will demonstrate your commercial drive and organisational skills.