Regional Account Relationship Manager – IFA Distribution (Scotland & Northern Ireland)
Flagstone
Edinburgh · Onsite · Full Time
Posted
Job description
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 culture To 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 Scotland and Northern Ireland, 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 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 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 partners Proactively identify and approach IFA firms not yet working with Flagstone, introducing the proposit…