Teams 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.