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?
Flagstone is targeting £50bn AuA by 2028. The IFA and wealth manager channel is one of the most significant growth opportunities in front of the business, and this role leads the team responsible for realising it.
This is a player-manager role. The Sales Team Lead carries their own senior relationships and contributes directly to commercial outcomes, while leading, coaching, and elevating the performance of the team. The IFA channel combines management of existing active partners with proactive new firm development across a fragmented, geographically dispersed market.
What You'll Be Doing
Team Leadership & Performance
- Lead, develop, and motivate the team, setting clear expectations and creating conditions for each individual to perform at their best
- Own the overall commercial performance of the IFA/NMA team - 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 for a geographically dispersed team
- Support recruitment, onboarding, and development of team members, building a high-performing national field team
Personal Partner Engagement & Senior Relationships
- Maintain your own portfolio, including the most senior, complex, and strategically significant IFA firms and adviser networks
- Model the standard of partner engagement you expect from your ARMs: proposition delivery, relationship development, growth opportunity identification
- Step in on high-value or sensitive partner situations where your seniority can make a material difference
Channel Strategy & Portfolio Prioritisation
- Set the strategic direction for how the team allocates effort across a large national portfolio, which firms to prioritise, how to segment, and where the greatest growth potential sits
- Work with the Head of Partnerships to align the team's activity with the broader IFA channel strategy, including network and consolidator pursuit
- Develop and refine the team's approach to new firm development, building a repeatable, scalable model for market expansion
Proposition Training & Commercial Oversight
- Ensure the team delivers high-quality, accurate, and compelling presentations of the Flagstone proposition across territories
- Lead training and engagement sessions where senior representation is warranted e.g. network events, consolidator meetings, major new partner onboarding
- Maintain a clear view of channel commercial performance and report with clarity to the Head of Partnerships
- Feed partner insight back into the business e.g. competitive dynamics, platform feedback, proposition gaps
What You'll Bring
Player-Manager Experience
- A proven track record of leading a field-based sales or relationship management team while maintaining a meaningful personal commercial contribution
- The ability to hold both responsibilities simultaneously: your team's performance improves under your leadership, and your own relationships reflect the seniority the role demands
- Experience coaching and developing individuals in a field environment with a genuine investment in growing the people around you
IFA Market Knowledge & Commercial Credibility
- A strong and current understanding of the IFA and wealth manager market, how firms are structured, how advisers make recommendations, and what drives referral behaviour
- Familiarity with the regulatory landscape: the distinction between directly authorised firms, Appointed Representatives, and network members
- The credibility and personal presence to engage at senior level within IFA firms, consolidator businesses, and adviser networks
Strategic Thinking & Portfolio Management
- The ability to think strategically about a large, complex national portfolio, how to segment it, prioritise effort, and build a systematic team approach
- Experience designing or contributing to field sales models, territory structures, or engagement frameworks in financial services
- 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.
#LI-Hybrid
StudySmarter Expert Advice🤫
We think this is how you could land Sales Team Lead - IFA & National Market Accounts in London
✨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. 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.
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.
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'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
✨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.
✨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 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 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.
