Account Relationship Manager – IFA & Wealth and North England

What is Flagstone? Flagstone is an online savings platform reinventing how individuals, businesses, and charities manage, protect, and grow their cash. It is a diverse, profitable business that values collaboration, kindness, respect, and growth.

A feel for our culture We build a diverse, inclusive community where voices are heard, growth is supported, and high performance is rewarded.

Flagstone is the UK's leading cash platform with £19bn in AuA and a mandate to reach £50bn by 2028. This role focuses on the IFA and wealth manager channel, engaging over 1,400 IFA firms and building referral partnerships across Manchester and the north of England.

• 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 majority of 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, initiating the relationship development process from first meeting to active referral.
• Deepen engagement with registered firms that are not yet actively referring, understanding impediments and taking targeted action to unlock activity.
• Grow the volume and value of referrals from existing 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 to ensure referrals feel straightforward.
• Keep partner firms up to date with product developments and platform enhancements.
• Feed adviser feedback into the product development process, flagging friction points, missing features, and enhancements that will increase referral activity.

• Act as a knowledgeable and responsive point of contact for 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.
• Capture and communicate market intelligence from IFA firms back into Flagstone, ensuring competitive insights are considered.
• Feed adviser feedback directly into product development to improve platform relevance.

• Maintain a clear and current picture of the regional pipeline through tracking firm engagement levels, referral volumes, and conversion activity.
• Report regularly to the Relationships Team Lead on the health of the territory, highlighting successes, opportunities, and support needs.

• Experience in a field‑based sales or relationship‑management role with a proven track record of building trusted commercial relationships face‑to‑face.
• Comfortable with extensive travel and independent territory management, energized by variety and autonomy.
• Strong presence and communication skills to represent Flagstone confidently before independent financial advisers, wealth managers, and compliance officers.

• Solid understanding of the IFA and wealth manager market structure, adviser recommendation processes, and cash management within financial plans.
• Familiarity with the regulatory landscape for direct authorised firms, Appointed Representatives, and network members.
• Financial literacy sufficient to discuss cash, interest rates, FSCS protection, and multi‑bank diversification credibly.

• Commercially motivated self‑starter who owns regional performance and manages diary and territory plan.
• Organised and disciplined in managing a complex regional portfolio: plans visits, tracks pipeline, and follows up consistently across many relationships simultaneously.

• Competitive bonus scheme designed to reward high performance.
• Flexible benefits…