What is Flagstone? Flagstone is an online savings platform reinventing how individuals, businesses, and charities manage, protect, and grow their cash. It is a diverse, profitable business that values collaboration, kindness, respect, and growth.
A feel for our culture We build a diverse, inclusive community where voices are heard, growth is supported, and high performance is rewarded.
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. This role focuses on the IFA and wealth manager channel, engaging over 1,400 IFA firms and building referral partnerships across Manchester and the north of England.
What You'll Be Doing
Proactive Partner Engagement & Development
* Own your territory of IFA firms and wealth managers, taking personal responsibility for the breadth and depth of engagement and the referral activity it generates.
* Spend majority of time in the field visiting adviser firms, attending regional industry events, and building face‑to‑face relationships that create consistent, long‑term referral partners.
* Proactively identify and approach IFA firms not yet working with Flagstone, initiating the relationship development process from first meeting to active referral.
* Deepen engagement with registered firms that are not yet actively referring, understanding impediments and taking targeted action to unlock activity.
* Grow the volume and value of referrals from existing partners by helping them identify more clients who could benefit from Flagstone.
Proposition Training & Education
* Deliver clear, confident, and compelling presentations of the Flagstone proposition to IFA firms individually and in group settings.
* Train advisers on the Flagstone referral portal and onboarding process, reducing friction and building confidence to ensure referrals feel straightforward.
* Keep partner firms up to date with product developments and platform enhancements.
* Feed adviser feedback into the product development process, flagging friction points, missing features, and enhancements that will increase referral activity.
Reactive Support & Partner Feedback
* Act as a knowledgeable and responsive point of contact for partner firms when they have questions about Flagstone, the referral process, or platform features.
* Resolve queries with pace and accuracy, always closing the loop with the adviser.
* Capture and communicate market intelligence from IFA firms back into Flagstone, ensuring competitive insights are considered.
* Feed adviser feedback directly into product development to improve platform relevance.
Pipeline & Performance
* Maintain a clear and current picture of the regional pipeline through tracking firm engagement levels, referral volumes, and conversion activity.
* Report regularly to the Relationships Team Lead on the health of the territory, highlighting successes, opportunities, and support needs.
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 commercial relationships face‑to‑face.
* Comfortable with extensive travel and independent territory management, energized by variety and autonomy.
* Strong presence and communication skills to represent Flagstone confidently before independent financial advisers, wealth managers, and compliance officers.
Financial Services Knowledge
* Solid understanding of the IFA and wealth manager market structure, adviser recommendation processes, and cash management within financial plans.
* Familiarity with the regulatory landscape for direct authorised firms, Appointed Representatives, and network members.
* Financial literacy sufficient to discuss cash, interest rates, FSCS protection, and multi‑bank diversification credibly.
Commercial Drive & Self‑Direction
* Commercially motivated self‑starter who owns regional performance and manages diary and territory plan.
* Organised and disciplined in managing a complex regional portfolio: plans visits, tracks pipeline, and follows up consistently across many relationships simultaneously.
How We Reward You
* Competitive bonus scheme designed to reward high performance.
* Flexible benefits budget for personal wellness and health, including fertility testing, cancer screening, neuro‑diversity coaching, and other meaningful benefits.
* Salary sacrifice options for electric cars, nursery schemes, home and tech goods.
* Three‑month “Around the World” scheme to work from anywhere.
* Mental wellbeing support via therapy and mental health sessions.
* £1,000 personal development budget.
* Private health care benefits with AXA, including reduced gym memberships and medical history disregarded.
* Medical cash plan for dental and optical expenses.
* Life insurance and income protection up to four times annual salary.
* Matched pension contributions up to 5 %.
* 25 days holiday plus bank holidays, wellbeing days, and volunteering days.
* Enhanced parental leave, including maternity, paternity and adoption pay.
All are welcome. At Flagstone, we build a diverse team. Think this role could suit you? We encourage you to apply, no matter your background.
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