Account Relationship Manager – Strategic Network Partnership (London and Home Counties)

Overview

In this role you will drive growth by engaging a national wealth network through face-to-face partner visits, educating Partners on the Flagstone proposition, and removing barriers to referrals. You will act as the primary support contact for Partners, manage a regional pipeline, and feed insights back to improve the partner experience. You join a culture that values kindness, respect, and growth while expanding Flagstone’s reach in financial advice channels.

Pay / Benefits

• Competitive bonus scheme
• Flexible benefits budget
• Salary sacrifice options (electric cars, nursery, home, tech)
• Around the World scheme (3 months remote)
• Mental wellbeing support
• Learning and development budget (1000) for growth in role? (paraphrase)

Responsibilities

• Own a defined regional portfolio of Partners and drive referral quality and volume
• Visit Partners in offices and at events to build durable, face-to-face relationships
• Engage inactive Partners to unlock referral activity and deepen engagement with active Partners
• Deliver clear presentations of the Flagstone proposition to Partners
• Keep Partners updated on product developments and adviser framework
• Capture feedback on objections and friction to improve referrals
• Serve as primary support for Partners with questions about Flagstone and referrals
• Maintain a current regional pipeline with engagement, referrals, and conversion data
• Report to Relationships Team Lead on regional performance and opportunities

Key requirements

• Field-based sales or relationship management experience with a track record of converting engagement to commercial outcomes
• Comfort working in the field daily with travel and in-person interaction
• Strong presence and communication skills with financial advisers and wealth professionals
• Understanding of the financial advice market, IFA and restricted adviser landscape
• Familiarity with large national wealth networks and APPROVED Representatives dynamics (advantage)
• Financial literacy to discuss cash, interest rates, FSCS, and multi-bank diversification
• Commercial drive and self-direction to own regional performance
• Organised territory management including pipeline tracking and follow-ups

• excellent communication and presentation skills
• relationship-building and networking
• self-motivation and ownership
• knowledge of cash management within adviser propositions
• understanding of adviser frameworks and network restrictions
• pipeline management and CRM usage (implicit)

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