At a Glance
- Tasks: Engage with financial advisers, educate them on our platform, and drive client referrals.
- Company: Join Flagstone, a dynamic online savings platform revolutionising cash management.
- 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 the financial sector while building valuable relationships.
- Qualifications: Experience in field sales or relationship management, with a solid understanding of financial services.
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, with a unique culture that is our pride and joy.
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.
The opportunity involves expanding our field-based Account Relationship Manager team to deepen our presence with advisers within one of the UK's largest national wealth networks, a long-standing strategic partner of Flagstone. This dedicated field-based role focuses on a single network of advisers operating under a corporate distribution agreement, helping shape how we engage this network at a regional level.
The Role includes working 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 both a sales and a relationship role, involving proactive visits to advisers across your regional territory, educating them on the Flagstone proposition, encouraging referrals, and ensuring any barriers to referral are identified and removed.
Your responsibilities will include:
- Proactive Adviser Engagement: Own a defined regional portfolio of advisers, taking personal responsibility for engagement and referral quality. Spend the majority of your time in the field, visiting advisers, attending events, and building relationships.
- Proposition Training & Education: Deliver clear presentations of the Flagstone proposition, keep advisers updated with product developments, and develop a thorough understanding of the corporate distribution agreement.
- Reactive Support & Pipeline Management: Act as a knowledgeable point of contact for advisers, resolve queries, support onboarding of referred clients, and maintain a clear picture of your regional pipeline.
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.
- Financial Services Knowledge: A solid understanding of the UK financial advice market and experience working with large adviser networks.
- Commercial Drive & Self-Direction: A commercially motivated self-starter who takes ownership of regional performance and manages territory effectively.
How we reward you: At Flagstone, we invest in your health, wealth, and professional development. Benefits include a competitive bonus scheme, flexible benefits budget, mental wellbeing support, private health care, life insurance, matched pension contributions, and 25 days holiday plus bank holidays.
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 - Strategic Network Partnership (North England and Scotland) employer: Flagstone
Flagstone is an exceptional employer that prioritises a culture of kindness, respect, and growth, making it an ideal place for Account Relationship Managers to thrive. With a strong focus on employee development, competitive benefits including a flexible budget for personal needs, and a supportive environment that values diverse voices, Flagstone empowers its team members to excel in their roles while enjoying a healthy work-life balance. Located in North England and Scotland, this role offers the unique opportunity to engage directly with advisers, fostering meaningful relationships that drive success 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)
✨Tip Number 1
Get to know the company culture before your interview. Flagstone values kindness, respect, and growth, so think about how you can demonstrate these traits in your conversations. Show them you're not just a fit for the role, but for their unique vibe too!
✨Tip Number 2
Network like a pro! Reach out to current or former employees on LinkedIn to get insider info about the team and the role. This can give you a leg up in understanding what they really value in an Account Relationship Manager.
✨Tip Number 3
Prepare to showcase your field sales experience. Think of specific examples where you've built strong relationships and driven results. Be ready to discuss how you can apply that experience to engage advisers and boost referrals at Flagstone.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can go a long way in showing your enthusiasm for the role. Plus, it’s a great chance to reiterate why you’re the perfect fit for their team.
We think you need these skills to ace Account Relationship Manager - Strategic Network Partnership (North England and Scotland)
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 writing. This helps us get a feel for how you might 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 contribute to our mission at Flagstone.
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 what makes you a great fit for this role!
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
✨Know Your Stuff
Before the interview, make sure you have a solid understanding of Flagstone's services and how they fit into the financial advice market. Familiarise yourself with the corporate distribution agreement and the specific needs of advisers in North England and Scotland. This will help you speak confidently about how you can support their clients.
✨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 proactive approach and empathy, which are key to thriving in this position.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and how you handle challenges in a field-based role. Think of scenarios where you've had to adapt your strategy to meet an adviser’s needs or resolve a complex issue quickly. Practising these responses will help you articulate your thought process during the interview.
✨Emphasise Your Commercial Drive
Flagstone values self-starters who take ownership of their performance. Be ready to discuss how you manage your territory, track your pipeline, and follow up consistently. Share any metrics or achievements that showcase your commercial acumen and how you’ve driven results in previous roles.
