Jobs at Flagstone

Field-based account manager responsible for building and maintaining adviser relationships within a strategic national wealth network. Drive adviser engagement and referral volume through in-person visits, training, onboarding support, pipeline tracking, and feedback to product and commercial teams. Operate within the partner network's commercial and regulatory framework and report regional performance to the Relationships Team Lead.

Field-based relationship manager responsible for developing and managing IFA and wealth manager partnerships across Manchester and North England. Tasks include territory management, new business outreach, training advisers on the platform, delivering presentations, acting as a responsive partner contact, feeding market intelligence into the business, and tracking pipeline and referral performance.

Field-based Account Relationship Manager responsible for building and deepening partnerships with IFAs and wealth managers in the Midlands & South West. Drive new business development, deliver training and presentations, act as primary contact for partners, capture market intelligence, and manage pipeline and territory performance to increase referral volumes.

Field-based relationship role owning a regional territory (Scotland & Northern Ireland) to win and deepen referrals from IFAs and wealth managers. Responsibilities include prospecting, face-to-face engagement, adviser training, pipeline management, market intelligence gathering, and reporting to the Relationships Team Lead to grow referral volumes and conversion.

Field-based role managing a regional portfolio of advisers within a strategic partner network. Drive face-to-face adviser engagement, deliver proposition training, resolve referral/onboarding issues, manage regional pipeline, and feed product/insight back to the team to increase referral volumes.

The Account Relationship Manager engages financial advisers to build partnerships, provides training, and manages referral activities to enhance growth in the IFA and wealth manager channel.

Manage relationships with Flagstone's high-value clients by delivering premium service, tracking portfolio health, and addressing client needs and queries, ensuring client satisfaction and retention.

As Head of SME Growth, you'll lead the SME Tribe in client acquisition and activation, define the commercial strategy, and drive performance with a focus on reaching extensive growth targets.