Account Relationship Manager - Strategic Network Partnership (London and Home Counties)

About the role

Flagstone's relationship with one of the UK's largest national wealth networks is the largest and most strategically significant partnership in the business, it's a corporate agreement giving the network's Partners access to the Flagstone platform to refer their clients' cash. With over 5,000 Partners across four regions and significant untapped potential, the ARM role is central to how we grow. The ARM - Strategic Network Partnership role is both a sales and a relationship role. You will be proactively visiting Partners across London and the Home Counties, educating them on the Flagstone proposition, encouraging and enabling them to refer their clients, and ensuring that any barriers to referral are identified and removed. At the same time, you will be the first point of contact when Partners have queries or need support.

Responsibilities

• Proactive Partner Engagement
• Own a defined regional portfolio of Partners, taking personal responsibility for the depth of engagement and the volume and quality of referrals generated
• Spend the substantial majority of your time in the field visiting Partners in their offices and practices, attending regional network events, and building face-to-face relationships that drive consistent referral behaviour
• Proactively reach out to Partners who are registered but not yet actively referring, understanding what is holding them back and working to unlock their activity
• Work to deepen engagement with active Partners, helping them identify more of their clients who could benefit from the Flagstone platform
• Proposition Training & Education
• Deliver clear, confident, and compelling presentations of the Flagstone proposition to Partners, both individually and in group settings
• Keep Partners up to date with product developments, platform enhancements, and any changes to how Flagstone works within the network framework
• Develop a thorough understanding of the network's adviser framework, the restrictions Partners operate under as Appointed Representatives, and how Flagstone fits within the products they are permitted to recommend
• Use insight from Partner conversations to feed back objections, platform friction points, or proposition gaps that are limiting referral activity
• Reactive Support & Pipeline Management
• Act as a knowledgeable and responsive point of contact for Partners when they have questions about Flagstone, the referral process, or platform features
• Resolve queries with pace and accuracy, always closing the loop with the Partner
• Support Partners through the onboarding of referred clients, ensuring any friction is addressed quickly
• Maintain a clear and current picture of your regional pipeline tracking Partner engagement levels, referral volumes, and conversion activity
• Report regularly to the Relationships Team Lead on the health of your region: what is working, where the opportunities are, and where support is needed

Requirements

• Field Sales & Relationship Management
• Experience in a field-based sales or relationship management role, with a proven track record of building trusted relationships face to face and converting engagement into commercial outcomes
• Genuine comfort being out in the field every day - you need to be energised by travel, variety, and in-person interaction
• The personal presence and communication skills to represent Flagstone confidently in front of financial advisers and wealth professionals, one-to-one or in a group setting
• Financial Services Knowledge
• An understanding of the financial advice market, the IFA and restricted adviser landscape, and how cash management fits within an adviser's client proposition
• Familiarity with large national wealth network models is an advantage - how Partners operate, the restrictions they work under as Appointed Representatives, and the dynamics of a corporate distribution partnership
• Sufficient financial literacy to have credible convers

Benefits

Additional Information

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.

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