Account Relationship Manager - St James's Place

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.

The opportunity 

A field-based role at the heart of Flagstone's most strategically significant partnership. With over 5,000 SJP Partners across four regions and significant untapped potential within that base, the ARM – SJP role is central to how Flagstone grows its largest channel. 

The Role

Flagstone's relationship with St. James's Place is the largest and most strategically significant partnership in the business - a corporate agreement giving SJP's network of Partners access to the Flagstone platform to refer their clients' cash. With over 5,000 SJP Partners across four regions and significant untapped potential, the ARM role is central to how we grow. 

The ARM - SJP role is both a sales and a relationship role. You will be proactively visiting SJP Partners across your regional territory, educating them on the Flagstone proposition, encouraging and enabling them to refer their clients, and ensuring that any barriers to referral are identified and removed. At the same time, you will be the first point of contact when Partners have queries or need support.

What you'll be doing

Proactive Partner Engagement 

• Own a defined regional portfolio of SJP Partners, taking personal responsibility for the depth of engagement and the volume and quality of referrals generated 

• Spend the substantial majority of your time in the field - visiting Partners in their offices and practices, attending regional SJP events, and building face-to-face relationships that drive consistent referral behaviour 

• Proactively reach out to Partners who are registered but not yet actively referring, understanding what is holding them back and working to unlock their activity 

• Work to deepen engagement with active Partners, helping them identify more of their clients who could benefit from the Flagstone platform 

Proposition Training & Education 

• Deliver clear, confident, and compelling presentations of the Flagstone proposition to SJP Partners - individually and in group settings 

• Keep Partners up to date with product developments, platform enhancements, and any changes to how Flagstone works within the SJP framework 

• Develop a thorough understanding of the SJP adviser framework - the restrictions Partners operate under as Appointed Representatives, and how Flagstone fits within the products they are permitted to recommend 

• Use insight from Partner conversations to feed back objections, platform friction points, or proposition gaps that are limiting referral activity 

Reactive Support & Pipeline Management 

• Act as a knowledgeable and responsive point of contact for Partners when they have questions about Flagstone, the referral process, or platform features 

• Resolve queries with pace and accuracy, always closing the loop with the Partner 

• Support Partners through the onboarding of referred clients, ensuring any friction is addressed quickly 

• Maintain a clear and current picture of your regional pipeline - tracking Partner engagement levels, referral volumes, and conversion activity 

• Report regularly to the Relationships Team Lead on the health of your region: what is working, where the opportunities are, and where support is needed 

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 relationships face to face and converting engagement into commercial outcomes 

• Genuine comfort being out in the field every day — you need to be energised by travel, variety, and in-person interaction 

• The personal presence and communication skills to represent Flagstone confidently in front of financial advisers and wealth professionals, one-to-one or in a group setting 

Financial Services Knowledge 

• An understanding of the financial advice market, the IFA and restricted adviser landscape, and how cash management fits within an adviser's client proposition 

• Familiarity with the SJP model — how SJP Partners operate, the restrictions they work under as Appointed Representatives, and the dynamics of a corporate distribution partnership — is a strong advantage 

• Sufficient financial literacy to have credible conversations about cash, interest rates, FSCS protection, and multi-bank diversification 

Commercial Drive & Self-Direction 

• A commercially motivated self-starter who takes personal ownership of regional performance and does not wait to be told where to focus 

• Organised and disciplined in how you manage your territory: you plan your time, track your pipeline, and follow up consistently 

How we reward you:

At Flagstone, the benefits extend beyond false gifts like “fruit and snacks”. Instead, we invest in your health, wealth, and professional development. Here’s a selection of our benefits:

• Private healthcare
• Life insurance (four times your annual salary)
• Dental/optical care
• Matched pension contributions (5%)
• Income protection
• Around the World in 90 days (remote working)
• £1,000 annual learning bursary
• 25 days holiday (plus bank holidays)
• Remote working kit
• Additional 3 days community and charity leave each year
• Quarterly half days for Wellness leave
• Flexible bank holidays
• Gym discount

All are welcome.

At Flagstone, we’re assembling a diverse team that defies our industry’s norms. Think this role could suit you? We encourage you to apply, no matter your background.