Flagstone Group LTD - Relationship Team Lead - IFA & National Market Accounts
Requirements
• Proven track record leading a field-based team while maintaining a meaningful personal commercial contribution. • Able to hold both responsibilities simultaneously: your team improves under your leadership and your own relationships reflect the seniority the role demands. • Genuinely invested in coaching and developing the people around you. • IFA Market Knowledge • Strong, current understanding of the IFA and wealth manager market - how firms are structured, how advisers make recommendations and what drives referral behaviour. • The credibility and presence to engage at senior level within IFA firms, consolidator businesses and adviser networks. • Strategic Thinking • Strategic Thinking • Able to think strategically about a large, complex national portfolio - how to segment, prioritise and build a systematic team approach. • A strong analytical instinct: using performance data to understand what's working and what needs to change. • 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
• Team Leadership • Team Leadership • Lead, coach and develop a geographically dispersed team of ARMs, setting clear expectations and creating conditions for each individual to perform at their best. • Own overall commercial performance — referral volumes, new firm engagement, funded accounts and AuA contribution. • Run a consistent team rhythm: 1:1s, joint field visits, call reviews and performance sessions. • Personal Partner Engagement • Maintain your own portfolio of the most senior and strategically significant IFA firms and adviser networks. • Model the standard of engagement you expect from your ARMs and step in where your seniority makes a material difference. • Channel Strategy • Channel Strategy • Set the strategic direction for how the team allocates effort - which firms to prioritise, how to segment and where the greatest growth potential sits. • Work with the Head of Partnerships to align activity with the broader IFA channel strategy, including network and consolidator pursuit. • Build a repeatable, scalable model for new firm development. • Commercial Oversight • Ensure the team delivers compelling, accurate presentations of the Flagstone proposition across territories. • Maintain a clear view of channel performance and report with clarity to the Head of Partnerships. • Feed partner insight back into the business - competitive dynamics, platform feedback, proposition gaps.
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