Flagstone Group LTD
Financial Services
AccountRelationshipManager–IFA&Wealth(Midlands&SouthWest)
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Account Relationship Manager – IFA & Wealth (Midlands & South West) at Flagstone Group LTD. Skills: Account management, Field sales, Relationship building, Financial services. Own regional territory. Drive engagement breadth”
What You'll Achieve.
Reach £50bn by 2028; Drive consistent referral performance
Industry & Context.
Majority of time in field, Travel
What They're Looking For.
Must Have
Track record of direct outreach, Develop trust, Open doors, Identify and engage new IFA firms, Deepen existing connections, Train advisers on platform, Drive consistent referral performance, Understand IFA motivations, Position proposition, Field-based sales experience, Relationship management experience, Travel suits you, Independence suits you, Presence and communication skills, Represent Flagstone confidently, Solid understanding of IFA market, Understand how firms are structured, Understand how advisers make recommendations, Understand cash within financial plan, Financial literacy, Hold credible conversations, Self-starter, Personal ownership of regional performance, Manage own diary, Manage territory plan, Organised and disciplined, Plan visits, Track pipeline, Follow up consistently
Nice to Have
Experience with Kubernetes and container orchestration platforms a plus
What You'll Do.
Own regional territory
Drive engagement breadth
Generate referral activity
Build face-to-face relationships
Create long-term referral partners
Identify and approach IFA firms
Take firms from first meeting to active referral
Deepen engagement with registered firms
Grow volume from referring firms
Deliver clear presentations
Train advisers on referral portal
Reduce referral friction
Feed insight back into business
Be responsive point of contact
Act as structured source of intelligence
Maintain clear pipeline picture
Report on territory health
How You'll Work.
Team & Collaboration
Work with team lead; Joint field visits
Communication Scope
Confident presentations; Credible conversations
Process & Methodology
Manage territory plan, Manage diary
Full Job Description
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? You're a relationship builder with a track record of direct outreach to financial advisers and wealth managers. You know how to open doors, develop trust and turn an initial conversation into a long-term partnership. You're energised by both the business development side, identifying and engaging new IFA firms in your region, and the relationship management side: deepening existing connections, training advisers on the platform and driving consistent referral performance. You understand what motivates IFAs and wealth managers, and you know how to position a proposition that genuinely serves their clients. 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 our most significant growth opportunities - and this role is at the heart of it. What you’ll do: You'll be part of a national field team of Account R
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