Flagstone Group LTD - Account Relationship Manager – IFA & Wealth (Manchester and North England)
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Requirements
• Field Sales & Relationships • Proven track record in field-based sales or relationship management, building trusted commercial relationships face to face. • Genuinely energised by being out in the field - travel, variety and independence suit you. • The presence and communication skills to represent Flagstone confidently in front of IFAs, wealth managers and compliance officers. • Financial Services Knowledge • A solid understanding of the IFA and wealth manager market - how firms are structured, how advisers make recommendations and how cash fits within a client's financial plan. • Enough financial literacy to hold credible conversations about interest rates, FSCS protection and multi-bank diversification. • Commercial Drive • Commercial Drive • A self-starter who takes personal ownership of regional performance and manages their own diary and territory plan. • Organised and disciplined: you plan visits, track pipeline and follow up consistently across a large number of relationships simultaneously. • How we reward you: • 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. • 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.
Responsibilities
• You'll be part of a national field team of Account Relationship Managers, reporting into a Relationships Team Lead. You'll work closely with your team lead on territory strategy, pipeline reviews and joint field visits. Your responsibilities will include: • Partner Engagement • Partner Engagement • Own a defined regional territory based in Manchester and the north of England, taking personal responsibility for engagement breadth and the referral activity it generates. • Spend the majority of your time in the field - visiting firms, attending events and building face-to-face relationships that create long-term referral partners. • Identify and approach IFA firms not yet working with Flagstone, taking them from first meeting to active referral partner. • Deepen engagement with registered firms that aren't yet referring and grow volume from those that are. • Training & Education • Deliver clear, confident presentations of the Flagstone proposition - individually and in group settings. • Train advisers on the referral portal and onboarding process, reducing friction so making a referral feels straightforward. • Feed insight from adviser conversations back into the business - gaps, friction points, competitive pressures. • Support & Market Intelligence • Be a responsive point of contact for partner firms on questions about Flagstone, the referral process or platform features. • Act as a structured source of intelligence from the IFA market back into Flagstone - what advisers are telling you about the platform, proposition and competition. • Pipeline & Performance • Maintain a clear picture of your regional pipeline - engagement levels, referral volumes and conversion activity. • Report regularly to the Relationships Team Lead on territory health: what's working, where the opportunities are and where support is needed.
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