Regional Account Relationship Manager – IFA Distribution (Midlands & South West)

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?** 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 the Midlands and the South West 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 Lead on the health of your territory - what is working, where the opportunities are, and where support is needed **What You'll Bring** **Field Sales & Relationship Management** - Experience in a field based sales or relationship management role, with a proven track record of building trusted commercial relationships face to face - Genuine comfort being out in the field every day, covering a broad and geographically diverse territory - you need to be energised by travel, variety, and independence - The personal presence and communication skills to represent Flagstone confidently in front of independent financial advisers and wealth managers **Financial Services Knowledge** - You don't need direct cash management experience to succeed in this role, that can be trained. What matters more is a genuine track record of building trusted adviser relationships, whether that's from a platform, wrap, DFM, or a wider intermediary facing background. - Familiarity with the regulatory landscape: directly authorised firms, Appointed Representatives, and network members - Financial literacy to have credible, confident conversations with advisers about how the Flagstone proposition fits within their clients' wider financial planning **Commercial Drive & Self-Direction** - A commercially motivated self-starter who takes personal ownership of regional performance and manages their own diary and territory plan - Organised and disciplined in how you manage a complex regional portfolio: you plan your visits, track your pipeline, and follow up consistently across a large number of relationships simultaneously **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.** 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. #LI-hybrid