At a Glance
- Tasks: Lead and develop a dynamic team while managing key relationships in the IFA market.
- Company: Join Flagstone, a pioneering online savings platform with a vibrant culture.
- Benefits: Enjoy competitive bonuses, flexible benefits, remote work options, and personal development budgets.
- Other info: Diverse and inclusive workplace that values every voice and encourages growth.
- Why this job: Make a real impact in financial technology while growing your career in a supportive environment.
- Qualifications: Proven leadership experience and strong knowledge of the IFA market are essential.
The predicted salary is between 60000 - 80000 £ per year.
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 change the world of financial technology. And all it takes is a winning mix of drive, talent, and empathy. Our culture celebrates all three.
Does this sound like you?
You’re a Relationship Team Lead who understands how IFAs and wealth managers think and knows how to build a team that excels at both deepening existing partner relationships and winning new ones. You’re hands‑on, close to your team's performance every day, coaching, removing blockers and holding a high standard. But you carry your own senior relationships too – this is a player‑manager role, and you contribute directly to commercial outcomes alongside leading others. Flagstone is the UK's leading cash platform with £19bn AuA and a clear ambition to reach £50bn by 2028. The IFA and wealth manager channel is one of our most significant growth opportunities – and this role leads the team responsible for realising it.
What You’ll Be Doing
- Lead, coach and develop a geographically dispersed team of ARMs, setting clear expectations and creating conditions for each individual to perform at their best.
- Own overall commercial performance — 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.
Personal Partner Engagement
- Maintain your own portfolio of the most senior and strategically significant IFA firms and adviser networks.
- Model the standard of engagement you expect from your ARMs and step in where your seniority makes a material difference.
Channel Strategy
- Set the strategic direction for how the team allocates effort - which firms to prioritise, how to segment and where the greatest growth potential sits.
- Work with the Head of Partnerships to align activity with the broader IFA channel strategy, including network and consolidator pursuit.
- Build a repeatable, scalable model for new firm development.
Commercial Oversight
- Ensure the team delivers compelling, accurate presentations of the Flagstone proposition across territories.
- Maintain a clear view of channel performance and report with clarity to the Head of Partnerships.
- Feed partner insight back into the business – competitive dynamics, platform feedback, proposition gaps.
What You’ll Bring
- Proven track record leading a field-based team while maintaining a meaningful personal commercial contribution.
- Able to hold both responsibilities simultaneously: your team improves under your leadership and your own relationships reflect the seniority the role demands.
- Genuinely invested in coaching and developing the people around you.
IFA Market Knowledge
- Strong, current understanding of the IFA and wealth manager market – how firms are structured, how advisers make recommendations and what drives referral behaviour.
- The credibility and presence to engage at senior level within IFA firms, consolidator businesses and adviser networks.
Strategic Thinking
- Able to think strategically about a large, complex national portfolio – how to segment, prioritise and build a systematic team approach.
- 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.
Relationship Team Lead - IFA & National Market Accounts London employer: flagstoneim.com
Flagstone is an exceptional employer that fosters a culture of kindness, respect, and growth, making it an ideal place for professionals looking to excel in the financial technology sector. With a strong focus on employee development, competitive benefits, and a commitment to diversity and inclusion, Flagstone empowers its team members to achieve their personal and professional goals while contributing to the company's ambitious growth trajectory. Located in London, employees enjoy a vibrant work environment that encourages collaboration and innovation, alongside unique perks such as flexible working arrangements and a generous personal development budget.
StudySmarter Expert Advice🤫
We think this is how you could land Relationship Team Lead - IFA & National Market Accounts London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. The more connections you make, the better your chances of landing that dream job.
✨Tip Number 2
Show off your personality! When you get the chance to meet hiring managers or team members, let your authentic self shine through. They want to see how you fit into their culture, so don’t hold back on sharing your passion for the role and the company.
✨Tip Number 3
Prepare for those interviews! Research Flagstone’s values and recent achievements, and think about how your experience aligns with their goals. Be ready to discuss how you can contribute to their mission of revolutionising the savings market.
✨Tip Number 4
Follow up after your interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s also a great opportunity to reiterate why you’re the perfect fit for the Relationship Team Lead position at Flagstone.
We think you need these skills to ace Relationship Team Lead - IFA & National Market Accounts London
Some tips for your application 🫡
Show Your Personality:When you're writing your application, let your personality shine through! We want to see who you are beyond your qualifications. Use a friendly tone and don’t be afraid to share a bit about your journey and what drives you.
Tailor Your Application:Make sure to customise your application for the Relationship Team Lead role. Highlight your experience with IFAs and wealth managers, and how you've successfully led teams in the past. This shows us that you understand what we’re looking for!
Be Clear and Concise:Keep your application clear and to the point. We appreciate well-structured responses that get straight to the heart of your experience and skills. Avoid fluff – we want to know exactly why you’re the right fit for us!
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 gives you a chance to explore more about our culture and values.
How to prepare for a job interview at flagstoneim.com
✨Understand the Culture
Before your interview, take some time to really get a feel for Flagstone's unique culture. They value kindness, respect, and growth, so think about how you can demonstrate these qualities in your responses. Share examples from your past that highlight your collaborative spirit and how you've contributed to a positive team environment.
✨Showcase Your IFA Knowledge
Since this role is all about managing relationships with IFAs and wealth managers, brush up on your knowledge of the market. Be prepared to discuss how firms are structured and what drives referral behaviour. This will show that you understand their world and can engage at a senior level.
✨Demonstrate Leadership Skills
As a player-manager, you'll need to balance leading your team while also maintaining your own commercial contributions. Prepare to discuss your leadership style and provide examples of how you've successfully coached and developed others. Highlight any specific strategies you've used to improve team performance.
✨Be Strategic and Analytical
Flagstone is looking for someone who can think strategically about their national portfolio. During the interview, be ready to talk about how you've approached segmentation and prioritisation in previous roles. Use data to back up your decisions and show how you've adapted strategies based on performance insights.