Regional Account Relationship Manager – IFA Distribution; Midlands & South West

What You’ll Be Doing

• Own your territory of IFA firms and wealth managers, taking personal responsibility for the breadth and depth of engagement and the referral activity it generates
• Spend the substantial majority of your time in the field visiting adviser firms, attending regional industry events, and building face‑to‑face relationships that create consistent, long‑term referral partners
• Proactively identify and approach IFA firms not yet working with Flagstone, introducing the proposition and beginning the relationship development process from first meeting to active referral
• Work to deepen engagement with registered firms that are not yet actively referring, understanding what is holding them back and taking targeted action to unlock their activity
• Grow the volume and value of referrals from existing active partners by helping them identify more clients who could benefit from Flagstone

• Deliver clear, confident, and compelling presentations of the Flagstone proposition to IFA firms individually and in group settings
• Train advisers on the Flagstone referral portal and onboarding process, reducing friction and building confidence so that making a referral feels straightforward
• Keep partner firms up to date with product developments and platform enhancements
• Use insight from adviser conversations to feed back proposition gaps, platform friction points, or competitive pressures

• Act as a knowledgeable and responsive point of contact for your partner firms when they have questions about Flagstone, the referral process, or platform features
• Resolve queries with pace and accuracy, always closing the loop with the adviser
• Act as a structured source of intelligence from the IFA market back into Flagstone, capturing and communicating what advisers are telling you about the platform, proposition, and competitive landscape
• Feed adviser feedback directly into the product development process, flagging friction points, missing features, and enhancements that would most meaningfully increase referral activity

• Maintain a clear and current picture of your regional pipeline through tracking firm engagement levels, referral volumes, and conversion activity
• Report regularly to the Relationships Team Lead on the health of your territory – what is working, where the opportunities are, and where support is needed

• Experience in a field‑based sales or relationship management role, with a proven track record of building trusted commercial relationships face‑to‑face
• Genuine comfort being out in the field every day, covering a broad and geographically diverse territory – you need to be energised by travel, variety, and independence
• The personal presence and communication skills to represent Flagstone confidently in front of independent financial advisers, wealth managers, and compliance officers

• A solid understanding of the IFA and wealth manager market – how independent advice firms are structured, how advisers make recommendations, and how cash management fits within a client’s financial plan
• Familiarity with the regulatory landscape: directly authorised firms, Appointed Representatives, and network members
• Sufficient financial literacy to have credible conversations about cash, interest rates, FSCS protection, and multi‑bank diversification

• A commercially motivated self‑starter who takes personal ownership of regional performance and manages their own diary and territory plan
• Organised and disciplined in how you manage a complex regional portfolio: you plan your visits, track your pipeline, and follow up consistently across a…