Account Relationship Manager - IFA & National Market Accounts (Midlands & South West)

Account Relationship Manager – IFA & National Market Accounts (Midlands & South West) LocationBirminghamEmployment TypeFull timeLocation TypeHybridDepartmentRelationships & New Business 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 cultureTo 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?Flagstone is the UK's leading cash platform with £19bn in AuA and a mandate to reach £50bn by 2028. The IFA and wealth manager channel is one of the most significant growth opportunities in front of the business with over 1,400 registered IFA firms on the platform, strong existing relationships to deepen, and a large addressable market of independent advisers who have yet to engage with us at all.The ARM role combines proactive business development with ongoing relationship management. You will be identifying and engaging IFA firms in the Midlands and south west England, introducing the Flagstone proposition, training advisers on how to use the platform, and building the trusted, consistent relationships that turn a registered firm into an active referral partner.What You'll Be DoingProactive Partner Engagement & DevelopmentOwn your territory of IFA firms and wealth managers, taking personal responsibility for the breadth and depth of engagement and the referral activity it generatesSpend the substantial majority of your time in the field visiting adviser firms, attending regional industry events, and building face-to-face relationships that create consistent, long-term referral partnersProactively identify and approach IFA firms not yet working with Flagstone, introducing the proposition and beginning the relationship development process from first meeting to active referralWork to deepen engagement with registered firms that are not yet actively referring, understanding what is holding them back and taking targeted action to unlock their activityGrow the volume and value of referrals from existing active partners by helping them identify more clients who could benefit from FlagstoneProposition Training & EducationDeliver clear, confident, and compelling presentations of the Flagstone proposition to IFA firms individually and in group settingsTrain advisers on the Flagstone referral portal and onboarding process, reducing friction and building confidence so that making a referral feels straightforwardKeep partner firms up to date with product developments and platform enhancementsUse insight from adviser conversations to feed back proposition gaps, platform friction points, or competitive pressuresReactive Support & Partner FeedbackAct as a knowledgeable and responsive point of contact for your partner firms when they have questions about Flagstone, the referral process, or platform featuresResolve queries with pace and accuracy, always closing the loop with the adviserAct as a structured source of intelligence from the IFA market back into Flagstone, capturing and communicating what advisers are telling you about the platform, proposition, and competitive landscapeFeed adviser...