Relationship Team Lead - IFA & National Market Accounts in London

Relationship Team Lead - IFA & National Market Accounts in London

London Full-Time 60000 - 80000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Lead and develop a dynamic team while managing key partner relationships.
  • 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: Diverse and inclusive environment with excellent career growth opportunities.
  • Why this job: Make a real impact in financial technology while growing your career.
  • Qualifications: Proven leadership experience and strong knowledge of the IFA market.

The predicted salary is between 60000 - 80000 £ 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 Team Lead who understands how IFAs and wealth managers think and knows how to build a team that excels at both deepening existing partner relationships and winning new ones. You're hands-on, close to your team's performance every day, coaching, removing blockers and holding a high standard. But you carry your own senior relationships too - this is a player-manager role, and you contribute directly to commercial outcomes alongside leading others. Flagstone is the UK's leading cash platform with £19bn AuA and a clear ambition to reach £50bn by 2028. The IFA and wealth manager channel is one of our most significant growth opportunities - and this role leads the team responsible for realising it.

What You'll Be Doing:

  • Team Leadership: Lead, coach and develop a geographically dispersed team of ARMs, setting clear expectations and creating conditions for each individual to perform at their best. Own overall commercial performance — referral volumes, new firm engagement, funded accounts and AuA contribution. Run a consistent team rhythm: 1:1s, joint field visits, call reviews and performance sessions.
  • Personal Partner Engagement: Maintain your own portfolio of the most senior and strategically significant IFA firms and adviser networks. Model the standard of engagement you expect from your ARMs and step in where your seniority makes a material difference.
  • Channel Strategy: Set the strategic direction for how the team allocates effort - which firms to prioritise, how to segment and where the greatest growth potential sits. Work with the Head of Partnerships to align activity with the broader IFA channel strategy, including network and consolidator pursuit. Build a repeatable, scalable model for new firm development.
  • Commercial Oversight: Ensure the team delivers compelling, accurate presentations of the Flagstone proposition across territories. Maintain a clear view of channel performance and report with clarity to the Head of Partnerships. Feed partner insight back into the business - competitive dynamics, platform feedback, proposition gaps.

What You'll Bring:

  • Player-Manager Experience: Proven track record leading a field-based team while maintaining a meaningful personal commercial contribution. Able to hold both responsibilities simultaneously: your team improves under your leadership and your own relationships reflect the seniority the role demands. Genuinely invested in coaching and developing the people around you.
  • IFA Market Knowledge: Strong, current understanding of the IFA and wealth manager market - how firms are structured, how advisers make recommendations and what drives referral behaviour. The credibility and presence to engage at senior level within IFA firms, consolidator businesses and adviser networks.
  • Strategic Thinking: Able to think strategically about a large, complex national portfolio - how to segment, prioritise and build a systematic team approach. A strong analytical instinct: using performance data to understand what's working and what needs to change.

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.

Relationship Team Lead - 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 a Relationship Team Lead 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 both personally and professionally while contributing to the innovative landscape of financial technology. Located in the UK, Flagstone offers a collaborative environment where your voice is valued, and your contributions directly impact the company's ambitious growth goals.

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Contact Details:

Flagstone Group Recruitment Team

StudySmarter Expert Advice🤫

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

Tip Number 1

Get to know the company culture before your interview. Flagstone values kindness, respect, and growth, so show how you embody these traits in your past experiences. It’s all about connecting with their vibe!

Tip Number 2

Prepare some insightful questions about their IFA and wealth manager strategies. This shows you’re not just interested in the role but also in how you can contribute to their ambitious goals. Plus, it’ll make you stand out!

Tip Number 3

Don’t forget to highlight your player-manager experience! Share specific examples of how you’ve led teams while still smashing your own targets. They want to see that you can juggle both roles effectively.

Tip Number 4

Finally, apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we love seeing candidates who take that extra step to connect with us directly.

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

Team Leadership
Coaching
Commercial Performance Management
Relationship Management
IFA Market Knowledge
Strategic Thinking
Analytical Skills

Some tips for your application 🫡

Show Your Personality:When you're writing your application, let your personality shine through! We want to see who you are beyond your qualifications. Use a friendly tone and don’t be afraid to share a bit about what makes you tick.

Tailor Your Application:Make sure to tailor your application to the role of Relationship Team Lead. Highlight your experience with IFAs and wealth managers, and how you've successfully led teams in the past. We love seeing how your skills align with our needs!

Be Specific About Achievements:Don’t just list your responsibilities; talk about your achievements! Use specific examples that demonstrate your impact in previous roles. Numbers and results can really make your application stand out to us.

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 the role. Plus, it’s super easy to do!

How to prepare for a job interview at Flagstone Group

Know Your Stuff

Make sure you have a solid understanding of the IFA and wealth manager market. Brush up on how firms are structured and what drives referral behaviour. This knowledge will help you engage confidently with senior-level professionals during your interview.

Showcase Your Leadership Skills

Prepare examples that highlight your experience as a player-manager. Be ready to discuss how you've led teams while also maintaining your own commercial contributions. Demonstrating your ability to coach and develop others will resonate well with Flagstone's culture.

Be Strategic

Think about how you would approach the role strategically. Consider how you would segment and prioritise a large portfolio. Bring some ideas to the table about how to build a systematic team approach, as this shows you're already thinking like a leader.

Emphasise Cultural Fit

Flagstone values kindness, respect, and growth. During your interview, share experiences that reflect these values. Talk about how you've fostered a collaborative environment in your previous roles, as this aligns perfectly with their unique culture.