Account Relationship Manager - Strategic Network Partnership (Midlands and South West)

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 the Midlands and south west England, 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.

What You'll Be Doing

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

What You'll Bring

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 conversations about cash, interest rates, FSCS protection, and multi-bank diversification

Commercial Drive & Self-Direction

• A commercially motivated self-starter who takes personal ownership of regional performance and does not wait to be told where to focus
• Organised and disciplined in how you manage your territory: you plan your time, track your pipeline, and follow up consistently

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:

• Competitive bonus scheme - designed to reward and recognise high performance
• Flexible benefits budget - a pot to fund meaningful benefits for you, whether it's hormone or fertility testing, cancer screening, neuro-diversity coaching or something that matters for you.
• A range of salary sacrifice options to help you make tax efficient savings on electric cars, nursery schemes, home and tech goods.
• Around the World scheme - 3 months work from anywhere scheme
• Mental wellbeing support – Access therapy and mental health sessions through Spill
• Learning and development – £1,000 personal development budget to help you grow in your role.
• Private health care - Enjoy all the benefits AXA has to offer, including reduced gym memberships and medical history disregarded
• Medical cash plan - To help you with the costs of dental and optical expenses
• Life insurance and Income Protection- four times your annual salary for peace of mind
• Matched pension contributions up to 5%
• 25 days holiday - plus bank holidays, well-being days and volunteering days
• Enhanced Parental Leave – enhanced maternity, paternity and adoption pay.

All are welcome.

At Flagstone, we’re assembling a diverse team that defies our industry’s norms. Think this role could suit you?…