Original listing text, shown exactly as published by the company.
What You'll Be Doing
Team Leadership & Performance
- Lead, develop, and motivate the team, setting clear expectations and creating conditions for each individual to perform at their best
- Own the overall commercial performance of the IFA/NMA team - referral volumes, new firm engagement, funded accounts, and AuA contribution
- Run a consistent team rhythm: 1:1s, joint field visits, call reviews, and performance sessions for a geographically dispersed team
- Support recruitment, onboarding, and development of team members, building a high-performing national field team
Personal Partner Engagement & Senior Relationships
- Maintain your own portfolio, including the most senior, complex, and strategically significant IFA firms and adviser networks
- Model the standard of partner engagement you expect from your ARMs: proposition delivery, relationship development, growth opportunity identification
- Step in on high-value or sensitive partner situations where your seniority can make a material difference
Channel Strategy & Portfolio Prioritisation
- Set the strategic direction for how the team allocates effort across a large national portfolio, which firms to prioritise, how to segment, and where the greatest growth potential sits
- Work with the Head of Partnerships to align the team's activity with the broader IFA channel strategy, including network and consolidator pursuit
- Develop and refine the team's approach to new firm development, building a repeatable, scalable model for market expansion
Proposition Training & Commercial Oversight
- Ensure the team delivers high-quality, accurate, and compelling presentations of the Flagstone proposition across territories
- Lead training and engagement sessions where senior representation is warranted e.g. network events, consolidator meetings, major new partner onboarding
- Maintain a clear view of channel commercial performance and report with clarity to the Head of Partnerships
- Feed partner insight back into the business e.g. competitive dynamics, platform feedback, proposition gaps
What You'll Bring
Player-Manager Experience
- A proven track record of leading a field-based sales or relationship management team while maintaining a meaningful personal commercial contribution
- The ability to hold both responsibilities simultaneously: your team's performance improves under your leadership, and your own relationships reflect the seniority the role demands
- Experience coaching and developing individuals in a field environment with a genuine investment in growing the people around you
IFA Market Knowledge & Commercial Credibility
- A strong and current understanding of the IFA and wealth manager market, how firms are structured, how advisers make recommendations, and what drives referral behaviour
- Familiarity with the regulatory landscape: the distinction between directly authorised firms, Appointed Representatives, and network members
- The credibility and personal presence to engage at senior level within IFA firms, consolidator businesses, and adviser networks
Strategic Thinking & Portfolio Management
- The ability to think strategically about a large, complex national portfolio, how to segment it, prioritise effort, and build a systematic team approach
- Experience designing or contributing to field sales models, territory structures, or engagement frameworks in financial services
- A strong analytical instinct using performance data to understand what's working and what needs to change
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?…
