Account Relationship Manager - Strategic Network Partnership (London and Home Counties)

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. Our unique culture is our pride and joy and our competitive advantage.

To revolutionise the savings market, we need to be at our best. High performance takes more than talent – it takes a culture of kindness, respect, and growth. We’re building a diverse, inclusive community, where your voice is heard and valued. With close support and room to develop, you can surpass even your own expectations.

The opportunity: We are expanding our field-based Account Relationship Manager team to deepen our presence with the advisers within one of the UK's largest national wealth networks, a long-standing strategic partner of Flagstone. This is a dedicated field-based role focused on a single network of advisers operating under a corporate distribution agreement.

The Role: Flagstone works in close commercial partnership with some of the UK's largest wealth networks, supporting their advisers in placing client cash through our platform. This role is dedicated to one of those strategic network partnerships, giving a national network of advisers access to Flagstone to refer their clients' cash. This is both a sales and a relationship role.

What you'll be doing:

• Proactive Adviser Engagement: Own a defined regional portfolio of advisers within the partner network based in London and the home counties, 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 advisers in their offices and practices, attending regional network events, and building face-to-face relationships that drive consistent referral behaviour.
• Proactively reach out to advisers 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 advisers, helping them identify more of their clients who could benefit from the Flagstone platform.

Proposition Training & Education:

• Deliver clear, confident and compelling presentations of the Flagstone proposition to advisers, individually and in group settings.
• Keep advisers up to date with product developments, platform enhancements, and any changes to how Flagstone operates within the network's framework.
• Develop a thorough understanding of how advisers operate under a corporate distribution agreement.
• Use insight from adviser conversations to feedback 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 advisers when they have questions about Flagstone, the referral process, or platform features.
• Resolve queries with pace and accuracy, always closing the loop with the adviser.
• Support advisers through the onboarding of referred clients, ensuring any friction is addressed quickly.
• Maintain a clear and current picture of your regional pipeline, tracking adviser 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.

What You'll Bring:

• 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 - 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.

Financial Services Knowledge:

• A solid understanding of the UK financial advice market, including the differences between independent, restricted and network advisers.
• Experience working with, or selling into, a large adviser network, national wealth managers, IFA consolidators, or platforms operating under a corporate distribution agreement is highly desirable.
• 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.
• Organised and disciplined in how you manage your territory.
• Comfortable working autonomously while operating as part of a national team.

How we reward you: At Flagstone, the benefits extend beyond false gifts. Instead, we invest in your health, wealth, and professional development. Here’s a selection of our benefits:

• Competitive bonus scheme.
• Flexible benefits budget.
• A range of salary sacrifice options.
• Mental wellbeing support.
• Learning and development – £1,000 personal development budget.
• Private health care.
• Life insurance and Income Protection.
• Matched pension contributions up to 5%.
• 25 days holiday plus bank holidays, well-being days and volunteering days.
• Enhanced Parental Leave.

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.