At a Glance
- Tasks: Build relationships with financial advisers and wealth managers to drive referrals.
- Company: Join Flagstone, a leading online savings platform transforming financial technology.
- Benefits: Enjoy competitive bonuses, flexible benefits, and a £1,000 personal development budget.
- Other info: Work remotely for three months and enjoy 25 days holiday plus well-being days.
- Why this job: Be part of a diverse team making a real impact in the financial services industry.
- Qualifications: Proven experience in field sales and strong relationship management skills required.
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 a diverse group of people, bound by a collaborative spirit and shared purpose, and we are building a thriving, profitable business where smart people do their best work.
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, allowing you to surpass even your own expectations.
As 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 initial conversations into long-term partnerships. You are energised by both business development and relationship management, understanding what motivates IFAs and wealth managers.
What you’ll do:
- Own a defined regional territory based in Manchester and the north of England, taking personal responsibility for engagement breadth and referral activity.
- 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.
- 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 a referral feels straightforward.
- Be a responsive point of contact for partner firms on questions about Flagstone, the referral process, or platform features.
- Maintain a clear picture of your regional pipeline – engagement levels, referral volumes, and conversion activity.
What you’ll bring:
- Proven track record in field-based sales or relationship management, building trusted commercial relationships face to face.
- A solid understanding of the IFA and wealth manager market.
- A self-starter who takes personal ownership of regional performance and manages their own diary and territory plan.
How we reward you:
- Competitive bonus scheme designed to reward and recognise high performance.
- Flexible benefits budget to fund meaningful benefits for you.
- A range of salary sacrifice options to help you make tax-efficient savings.
- Mental wellbeing support – access therapy and mental health sessions.
- Learning and development – £1,000 personal development budget.
- Private health care and medical cash plan.
- Life insurance and Income Protection.
- 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. We encourage you to apply, no matter your background.
Account Relationship Manager - IFA & Wealth (Manchester and North England) employer: Flagstone
Flagstone is an exceptional employer that fosters a culture of kindness, respect, and growth, making it an ideal place for Account Relationship Managers in Manchester and North England. With a strong focus on employee development, competitive benefits, and a commitment to diversity and inclusion, Flagstone empowers its team members to excel in their roles while enjoying a healthy work-life balance. The opportunity to engage directly with financial advisers and wealth managers in a dynamic environment ensures that every day brings new challenges and rewards.
StudySmarter Expert Advice🤫
We think this is how you could land Account Relationship Manager - IFA & Wealth (Manchester and North England)
✨Tip Number 1
Get out there and network! Attend industry events, meet-ups, and seminars where IFAs and wealth managers hang out. The more faces you know, the easier it is to build those all-important relationships.
✨Tip Number 2
Practice your pitch! You need to be able to confidently present the Flagstone proposition. Role-play with a friend or colleague to nail down your delivery and make sure you can handle any questions that come your way.
✨Tip Number 3
Follow up like a pro! After meeting someone, send a quick email to thank them for their time and remind them of your conversation. This keeps you top of mind and shows you're genuinely interested in building a partnership.
✨Tip Number 4
Stay organised! Keep track of your meetings, follow-ups, and referral activities. Use a CRM tool or even a simple spreadsheet to manage your pipeline effectively. This will help you identify opportunities and stay on top of your game.
We think you need these skills to ace Account Relationship Manager - IFA & Wealth (Manchester and North England)
Some tips for your application 🫡
Show Your Personality:When 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 character into your cover letter and CV. This helps us get a feel for how you’d fit into our collaborative culture.
Tailor Your Application:Make sure to tailor your application specifically for the Account Relationship Manager role. Highlight your experience with financial advisers and wealth managers, and showcase how your skills align with what we’re looking for. A personalised touch goes a long way!
Be Clear and Concise:Keep your application clear and to the point. Use bullet points where possible to make it easy for us to read through your achievements and experiences. We appreciate straightforward communication, especially when it comes to your track record in relationship management.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role and our company culture right there!
How to prepare for a job interview at Flagstone
✨Know Your Audience
Before the interview, research Flagstone and its position in the financial technology market. Understand their values, culture, and the specific needs of IFAs and wealth managers. This will help you tailor your responses and demonstrate that you're genuinely interested in how you can contribute to their mission.
✨Showcase Your Relationship Skills
Prepare examples from your past experiences where you've successfully built relationships with financial advisers or wealth managers. Highlight how you turned initial conversations into long-term partnerships, as this is crucial for the role. Be ready to discuss your approach to engaging new firms and deepening existing connections.
✨Demonstrate Financial Literacy
Brush up on key financial concepts relevant to the role, such as interest rates, FSCS protection, and multi-bank diversification. Being able to hold credible conversations about these topics will show that you understand the IFA and wealth manager market, which is essential for success in this position.
✨Ask Insightful Questions
Prepare thoughtful questions to ask during the interview. Inquire about the team dynamics, the challenges they face in the market, or how they measure success in the role. This not only shows your interest but also gives you valuable insights into whether the company aligns with your career goals.
