Regional Account Relationship Manager – IFA Distribution South East

Position: Regional Account Relationship Manager – IFA Distribution South East)
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 we can change the world of financial technology. And all it takes is a winning mix of drive, talent, and empathy. Our culture celebrates all three.

But enough about us. Let’s talk about you.

Does this sound like you?

Flagstone is the UK's leading cash platform with 19bn in AuA and a mandate to reach 50bn by 2028. The IFA and wealth manager channel is one of the most significant growth opportunities in front of the business, with over 1,400 registered IFA firms already on the platform and many more still to bring on board.

The role combines proactive business development with ongoing relationship management. On one side, you'll be deepening engagement with our existing base of registered firms, and turning platform access into active, consistent referral behaviour. On the other, you'll be identifying new IFA firms across London and the South East who aren't on Flagstone yet, introducing the proposition and building the relationship from first meeting through to active referral partner.

What You'll Be Doing Proactive Partner Engagement & Development 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 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

Deepen engagement with our existing base of registered firms who aren't yet referring regularly, understanding what's 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 Identify IFA firms not yet on Flagstone, introducing the proposition and building the relationship from first meeting through to active referral partner

Proposition Training & Education 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

Reactive Support & Partner Feedback 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

Pipeline & Performance 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…