Flagstone

Account Manager

• Own a territory of IFA firms and wealth managers, managing engagement breadth, depth, and referral activity
• Visit adviser firms and attend regional industry events to build face-to-face relationships
• Identify and approach IFA firms not yet working with Flagstone
• Deepen engagement with registered firms that are not actively referring
• Grow referral volume and value from existing active partners
• Present the Flagstone proposition to IFA firms individually and in groups
• Train advisers on the referral portal and onboarding process
• Keep partner firms updated on product developments and platform enhancements
• Provide responsive support for questions about Flagstone, referrals, and platform features
• Resolve queries accurately and close the loop with advisers
• Capture and communicate IFA market intelligence, platform feedback, competitive pressures, and friction points
• Feed adviser feedback into product development
• Track firm engagement, referral volumes, conversion activity, and regional pipeline
• Report territory performance and support needs to the Relationships Team Lead

Regional Account Relationship Manager – IFA Distribution