Account Relationship Manager

Posted Yesterday
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London, Greater London, England
Entry level
Financial Services
The Role
As an Account Relationship Manager at Flagstone, you will support the delivery of the Accounts relationship strategy, drive improvements, and enhance referral performance. Your role will involve engaging with financial advisers and wealth managers, managing relationships, and promoting the brand through grassroots initiatives.
Summary Generated by Built In

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?

Your a highly motivated Accounts Relationship Manager with the ability to support the delivery of the Accounts relationship strategy, drive continuous improvements in relationships and focus on initiatives to increase referral performance. Has a keen interest in delivering performance relating to Squad goals through grass roots Initiatives to broaden our brand throughout these markets, by also delivering activity to support referral and AUA generation. With  demonstratable experience of direct reach out to financial advisers and wealth managers with the purpose of initiating their relationship with Flagstone.

What you’ll do:

The focus for this role is to support the delivery of the Accounts relationship strategy, drive continuous improvements in relationships and focus on initiatives to increase referral performance. Responsible for engaging with allocated  account stakeholders at an adviser level through effective management and relationship development whilst delivering performance relating to Squad goals through grass roots Initiatives to broaden our brand throughout these markets by delivering activity to support referral and AUA generation. The role has a focus on direct reach out to financial advisers and wealth managers with the purpose of initiating their relationship with Flagstone.

What you’ll bring:

  • Outbound phone sales

  • Excellent communications skills

  • Stakeholder Management

  • Problem solving

  • Driving own performance

  • Resilience

  • Knowledge of the market

  • Knowledge of Competitors

  • Presentation skills

  • Influencing

  • Communication

  • Dealing with difficult conversations

  • Challenging/pushing back


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:

  • Private healthcare
  • Life insurance (four times your annual salary)
  • Dental/optical care
  • Matched pension contributions (5%)
  • Income protection
  • Around the World in 90 days (remote working)
  • £1,000 annual learning bursary
  • 25 days holiday (plus bank holidays)
  • Remote working kit
  • Additional 3 days community and charity leave each year
  • Quarterly half days for Wellness leave
  • Flexible bank holidays
  • Gym discount

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.

The Company
HQ: London
245 Employees
On-site Workplace
Year Founded: 2013

What We Do

Flagstone – the cash deposit platform – gives savers everything they need to manage, protect, and nurture their cash. With a single application, savers can spread their deposits across hundreds of accounts, maximise their interest, and keep their cash secure. Our platform is available to UK individuals, businesses, and charities at www.flagstoneim.com. We are available to international individuals, corporates, funds, and trusts at www.flagstoneim.com/international.

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