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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing relationships with Independent Financial Advisers (IFAs) and wealth managers, with a strong focus on referral growth and territory performance. Proficient in financial literacy and capable of providing training and support on referral processes and platform features.
Highest-signal resume keywords
Field-Based Sales ExperienceRelationship ManagementFinancial LiteracyTerritory ManagementCommercial Relationship Building
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Referral ManagementMarket Intelligence CapturePerformance ReportingProduct Development FeedbackPipeline Management
Soft Skills
OrganisedDisciplinedSelf-StarterIndependent WorkerEffective Communicator
Tools & Technologies
Referral PortalOnboarding Process
Industry Keywords
Independent Financial AdvisersWealth ManagersDirectly Authorised FirmsAppointed RepresentativesFSCS Protection
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- Experience in a field-based sales or relationship management role
- Proven track record of building trusted commercial relationships face to face
- Comfort working in the field every day across a broad and geographically diverse territory
- Willingness to travel and work independently
- Ability to represent Flagstone confidently to independent financial advisers, wealth managers, and compliance officers
- Solid understanding of the IFA and wealth manager market
- Familiarity with directly authorised firms, Appointed Representatives, and network members
- Financial literacy regarding cash, interest rates, FSCS protection, and multi-bank diversification
- Commercially motivated self-starter with personal ownership of regional performance
- Ability to manage own diary and territory plan
- Organised and disciplined portfolio, visit, pipeline, and follow-up management
Benefits
Comp & perks- Competitive bonus scheme - designed to reward and recognise high performance
- Flexible benefits budget
- Salary sacrifice options for electric cars, nursery schemes, home and tech goods
- Around the World scheme - 3 months work from anywhere scheme
- Mental wellbeing support through Spill
- £1,000 personal development budget
- Private health care through AXA, including reduced gym memberships and medical history disregarded
- Medical cash plan for dental and optical expenses
- Life insurance and Income Protection - four times annual salary
- Matched pension contributions up to 5%
- 25 days holiday plus bank holidays, well-being days and volunteering days
- Enhanced maternity, paternity and adoption pay