At a Glance
- Tasks: Engage with financial advisers, educate them on our platform, and drive client referrals.
- Company: Join Flagstone, a pioneering online savings platform with a vibrant culture.
- Benefits: Enjoy competitive bonuses, flexible benefits, and a £1,000 personal development budget.
- Other info: Be part of a diverse team that values your voice and supports your growth.
- Why this job: Make a real impact in financial technology while building valuable relationships.
- Qualifications: Experience in field sales or relationship management, with knowledge of the financial services market.
The predicted salary is between 40000 - 50000 £ per year.
Flagstone is an online savings platform, reinventing how individuals, businesses, and charities manage, protect, and grow their cash. 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 role is dedicated to one of those strategic network partnerships, a corporate distribution agreement giving a national network of advisers access to Flagstone to refer their clients' cash. This is both a sales and a relationship role. You will be proactively visiting advisers across your regional territory, 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.
Your responsibilities will include:
- Proactive Adviser Engagement: Own a defined regional portfolio of advisers within the partner network based in North England and Scotland, taking personal responsibility for the depth of engagement and the volume and quality of referrals generated.
- Proposition Training & Education: Deliver clear, confident and compelling presentations of the Flagstone proposition to advisers, individually and in group settings.
- 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.
What You'll Bring:
- Field Sales & Relationship Management: 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.
- Financial Services Knowledge: A solid understanding of the UK financial advice market, including the differences between independent, restricted and network advisers.
- 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.
How we reward you:
- Competitive bonus scheme - designed to reward and recognise high performance.
- Flexible benefits budget - a pot to fund meaningful benefits for you.
- 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.
- 25 days holiday - plus bank holidays, well-being days and volunteering days.
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 - Strategic Network Partnership (North England and Scotland) 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 Account Relationship Managers in North England and Scotland. With a strong focus on employee development, competitive benefits including a personal development budget, flexible working options, and comprehensive health support, Flagstone empowers its team to thrive both personally and professionally. Join a diverse and inclusive community where your contributions are valued, and you can truly make an impact in the financial technology sector.
StudySmarter Expert Advice🤫
We think this is how you could land Account Relationship Manager - Strategic Network Partnership (North England and Scotland) in London
✨Tip Number 1
Get out there and network! Attend industry events, meet-ups, and local gatherings where advisers hang out. The more faces you know, the easier it’ll be to build those all-important relationships.
✨Tip Number 2
Don’t just wait for advisers to come to you; be proactive! Reach out to those who aren’t referring yet and find out what’s holding them back. A little nudge can go a long way in unlocking their potential.
✨Tip Number 3
When you’re meeting advisers, make sure you’re not just talking at them. Listen to their needs and concerns, and tailor your pitch to show how Flagstone can solve their specific problems. It’s all about making that connection!
✨Tip Number 4
Keep track of your progress! Use a simple system to monitor your adviser engagement and referral rates. This will help you identify what’s working and where you need to focus your efforts next. And remember, apply through our website for the best chance!
We think you need these skills to ace Account Relationship Manager - Strategic Network Partnership (North England and Scotland) in London
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 inject a bit of your own style and voice into your writing. It helps us get a feel for how you'd fit into our unique culture.
Tailor Your Application:Make sure to tailor your application specifically for the Account Relationship Manager role. Highlight your relevant experience in field sales and relationship management, and connect it back to how you can help us deepen our presence with advisers in North England and Scotland.
Be Clear and Concise:Keep your application clear and to the point. We appreciate well-structured writing that gets straight to the heart of your qualifications and experiences. Avoid fluff – we want to know exactly why you’re the right fit for us!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at Flagstone!
How to prepare for a job interview at Flagstone Group
✨Know Your Stuff
Make sure you have a solid understanding of Flagstone's offerings and the financial advice market. Brush up on key concepts like cash management, interest rates, and the regulatory framework. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Relationship Skills
Since this role is all about building relationships, be prepared to share examples of how you've successfully engaged with clients or advisers in the past. Highlight your ability to identify barriers and work collaboratively to overcome them. This will demonstrate your fit for the culture of kindness and respect that Flagstone values.
✨Be Proactive and Engaging
During the interview, think about how you can showcase your proactive approach. Discuss strategies you've used to reach out to clients or advisers who may not be actively engaging. This aligns perfectly with the role's focus on deepening adviser engagement and driving referrals.
✨Ask Insightful Questions
Prepare thoughtful questions that reflect your understanding of the role and the company culture. Inquire about the team dynamics, how success is measured, or what challenges the team currently faces. This shows that you're not just interested in the job, but also in contributing to the team's success.
