Teams at Flagstone

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 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.