At a Glance
- Tasks: Build relationships with SJP Partners and drive referral growth in the field.
- Company: Join Flagstone, a pioneering online savings platform with a collaborative culture.
- Benefits: Enjoy competitive bonuses, flexible benefits, and a £1,000 personal development budget.
- Other info: Embrace 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.
- Field Sales & Relationship Management
- 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 - Strategic Network Partnership London employer: flagstoneim.com
Flagstone is an exceptional employer that champions a collaborative work culture, offering employees the chance to thrive in a dynamic environment while driving meaningful relationships within the financial sector. With a strong focus on personal development, competitive benefits, and a commitment to diversity, employees can enjoy a fulfilling career as they contribute to the growth of an innovative online savings platform in the vibrant city of London.
StudySmarter Expert Advice🤫
We think this is how you could land Account Relationship Manager - Strategic Network Partnership 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 for a role like Account Relationship Manager.
✨Tip Number 2
Don’t be shy about reaching out to people in your target companies. A quick message on LinkedIn or an email can go a long way. Introduce yourself, express your interest in their work, and ask if they’d be open to a chat. You never know where it might lead!
✨Tip Number 3
Prepare for those in-person meetings by knowing your stuff! Research the company and its products, especially how they fit into the financial advice market. This will help you engage confidently and show that you’re genuinely interested in what they do.
✨Tip Number 4
Finally, apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who are proactive and take the initiative to connect with us directly. Let’s make it happen!
We think you need these skills to ace Account Relationship Manager - Strategic Network Partnership London
Some tips for your application 🫡
Show Your Personality:When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. Use a friendly tone and share a bit about what drives you in your career.
Tailor Your Application:Make sure to customise your application for the Account Relationship Manager role. Highlight your experience in field sales and relationship management, and connect it to how you can contribute to our mission at Flagstone.
Be Specific About Your Experience:Don’t just list your past roles; give us specific examples of how you've built relationships and driven results. We love hearing about your successes and how you overcame challenges in previous positions.
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 shows you’re keen on joining our team!
How to prepare for a job interview at flagstoneim.com
✨Know Your Partners
Before the interview, research Flagstone's key partners, especially the St. James’s Place network. Understanding their needs and how Flagstone fits into their operations will help you demonstrate your proactive engagement skills.
✨Master the Proposition
Be ready to discuss the Flagstone proposition in detail. Prepare to explain how it benefits SJP Partners and their clients, and think of examples that showcase your ability to deliver compelling presentations.
✨Showcase Your Relationship Skills
Think of specific instances where you've built strong relationships in previous roles. Be prepared to share these stories, highlighting how you overcame challenges and drove commercial outcomes through face-to-face interactions.
✨Demonstrate Commercial Awareness
Brush up on your financial literacy, particularly around cash management, interest rates, and the IFA landscape. Being able to speak confidently about these topics will show your understanding of the market and how it relates to the role.
