Relationship Team Lead - Ifa & National Market Accounts

Flagstone Foods

London, United Kingdom
On-site
Proven track record leading field-based teams
Strong understanding of ifa and wealth manager market
Experience maintaining personal senior client portfolio
Flagstone is the UK's leading cash platform with £19bn AuA aiming to reach £50bn by 2028 through strategic growth in the IFA channel

Job Summary

  • Flagstone is the UK's leading cash platform with £19bn AuA aiming to reach £50bn by 2028 through strategic growth in the IFA channel.
  • The role requires a player-manager who can simultaneously lead a dispersed team of ARMs while maintaining their own portfolio of senior IFA firms.
  • Candidates must possess deep knowledge of how wealth managers think and be able to build a scalable model for new firm development.

Matching Summary

Flagstone is the UK's leading cash platform with £19bn AuA aiming to reach £50bn by 2028 through strategic growth in the IFA channel.

Skills & Requirements

Must-have

  • Proven track record leading field-based teams
  • Strong understanding of IFA and wealth manager market
  • Experience maintaining personal senior client portfolio
  • Ability to coach and develop team members
  • Strategic thinking for national portfolio management

Nice-to-have

  • Hands-on player-manager approach
  • Collaborative spirit and empathy
  • Analytical instinct for performance data
  • Commitment to inclusive community building

Key Requirements

  • Proven experience as a player-manager in sales or partnerships
  • Current understanding of IFA market structures and referral behavior
  • Demonstrated ability to engage at senior levels within consolidator businesses

Work Rights

Not specified

Tailored Resume

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