At a Glance
- Tasks: Build relationships with SJP Partners and drive referral growth in the field.
- Company: Join Flagstone, an innovative online savings platform with a collaborative culture.
- Benefits: Competitive salary, flexible benefits, personal development budget, and health care perks.
- Other info: Enjoy a dynamic work environment with opportunities for global rotation and personal growth.
- Why this job: Make a real impact by connecting with financial advisers and enhancing their client offerings.
- Qualifications: Experience in field sales or relationship management with strong communication skills.
The predicted salary is between 50000 - 60000 £ per year.
About Flagstone
Flagstone is an online savings platform that reinvents how individuals, businesses and charities manage, protect and grow their cash. The company thrives on a collaborative spirit and a shared purpose, creating a unique culture that is a source of pride and competitive advantage.
What is the opportunity?
The role is field‑based and lies at the heart of Flagstone’s most strategically significant partnership – the St. James’s Place (SJP) network. With over 5,000 SJP Partners across four regions, the Account Relationship Manager (ARM) will drive growth of this largest channel by building relationships, promoting the Flagstone proposition and removing barriers to referral.
What you’ll be doing
- Proactive Partner Engagement
- Own a defined regional portfolio of SJP Partners, taking personal responsibility for engagement depth and referral volume and quality.
- Spend the majority of your time in the field, visiting Partners in their offices and attending regional SJP events to build face‑to‑face relationships that drive consistent referral behaviour.
- Reach out proactively to Partners who are registered but not yet actively referring, understand obstacles and unlock activity.
- Deepen engagement with active Partners, helping them identify more of their clients who could benefit from the Flagstone platform.
- Proposition Training & Education
- Deliver clear, confident and compelling presentations of the Flagstone proposition to SJP Partners – individually and in groups.
- Keep Partners up‑to‑date with product developments, platform enhancements and changes to how Flagstone works within the SJP framework.
- Develop a thorough understanding of the SJP adviser framework – the restrictions held by Partners as Appointed Representatives and how Flagstone fits within the products they recommend.
- Use insights from Partner conversations to feed back objections, platform friction points or proposition gaps that limit referral activity.
- Act as a responsive point of contact for Partners' questions about Flagstone, the referral process or platform features.
- Resolve queries promptly and accurately, always closing the loop with the Partner.
- Support Partners through onboarding of referred clients, addressing friction quickly.
- Maintain a current view of the regional pipeline – tracking Partner engagement, referral volumes and conversion activity.
- Report regularly to the Relationships Team Lead on regional health: successes, opportunities and required support.
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 face‑to‑face relationships and converting engagement into commercial outcomes.
- Comfort with daily travel and a passion for in‑person interaction.
- Strong communication skills to represent Flagstone confidently before financial advisers and wealth professionals, both one‑to‑one and in groups.
- An understanding of the financial advice market, the IFA and restricted adviser landscape, and how cash management fits into an adviser’s client proposition.
- Familiarity with the SJP model – how SJP Partners operate, the restrictions they face as Appointed Representatives and the dynamics of a corporate distribution partnership – is a strong advantage.
- Financial literacy sufficient to have credible conversations about cash, interest rates, FSCS protection and multi‑bank diversification.
- Commercial Drive & Self‑Direction
- Commercially motivated self‑starter who takes ownership of regional performance and proactively identifies focus areas.
- Organised and disciplined in territory management – planning time, tracking pipeline and following up consistently.
How we reward you
- Competitive bonus scheme recognising high performance.
- Flexible benefits budget to fund meaningful benefits tailored to you.
- Salary sacrifice options for tax‑efficient savings on electric cars, nursery schemes, home and tech goods.
- Three‑month work‑from‑anywhere scheme for global rotation.
- Mental wellbeing support – access to therapy and mental health sessions via an approved provider.
- £1,000 annual personal development budget.
- Private health care benefits including coverage for gym memberships and medical services.
- Medical cash plan covering dental and optical expenses.
- Life insurance and income protection equal to four times annual salary.
- Matched pension contributions up to 5%.
- 25 days holiday plus bank holidays, well‑being days and volunteering days.
- Enhanced parental leave – inclusive maternity, paternity and adoption pay.
All are welcome
Flagstone is committed to fostering a diverse team and encourages people from all backgrounds to apply.
Account Relationship Manager - St James's Place New London employer: flagstoneim.com
Flagstone is an exceptional employer, offering a dynamic work culture that thrives on collaboration and shared purpose. As an Account Relationship Manager in London, you will benefit from a competitive bonus scheme, flexible benefits tailored to your needs, and a generous personal development budget, all while enjoying the opportunity to build meaningful relationships within the St. James’s Place network. With a strong commitment to employee well-being and growth, Flagstone provides a supportive environment where your contributions are valued and rewarded.
StudySmarter Expert Advice🤫
We think this is how you could land Account Relationship Manager - St James's Place New London
✨Tip Number 1
Get out there and network! Attend industry events, meet-ups, and conferences where you can connect with potential employers and other professionals. Building those face-to-face relationships is key, especially in a role like Account Relationship Manager.
✨Tip Number 2
Don’t be shy about reaching out to people in your target companies. A quick email or LinkedIn message can go a long way. Introduce yourself, express your interest in their work, and ask for a chat. You never know where that conversation might lead!
✨Tip Number 3
Prepare for interviews by knowing the company inside out. Understand their products, values, and recent news. This will not only impress your interviewers but also help you tailor your responses to show how you can add value to their team.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in being part of our team. Don’t forget to follow up after applying; a little persistence can make a big difference!
We think you need these skills to ace Account Relationship Manager - St James's Place New London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Account Relationship Manager role. Highlight your experience in field sales and relationship management, and show us how you can build those all-important face-to-face connections with SJP Partners.
Showcase Your Communication Skills:Since you'll be representing Flagstone, it's crucial to demonstrate your strong communication skills. Use clear and confident language in your application to reflect how you'd engage with financial advisers and wealth professionals.
Highlight Relevant Experience:Don’t forget to mention any familiarity you have with the financial advice market or the SJP model. This will help us see how well you understand the landscape and how you can hit the ground running in this role.
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 this exciting opportunity at Flagstone!
How to prepare for a job interview at flagstoneim.com
✨Know Your Stuff
Make sure you have a solid understanding of Flagstone's platform and how it fits within the SJP framework. Brush up on the financial advice market and be ready to discuss how cash management can benefit clients. This will show that you're not just interested in the role, but that you genuinely understand the business.
✨Build Rapport
Since this role is all about building relationships, practice your interpersonal skills. Think of ways to connect with your interviewers on a personal level. Share relevant experiences where you've successfully built relationships in previous roles, especially in field sales or relationship management.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific situations, like engaging a Partner who isn’t actively referring. Prepare examples from your past experiences that demonstrate your problem-solving skills and ability to drive engagement. Use the STAR method (Situation, Task, Action, Result) to structure your answers.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready. Ask about the challenges the team faces in driving referral activity or how success is measured in this role. This shows your interest in the position and helps you gauge if it's the right fit for you.
