Job Description
Job Description
Role Overview:
Lead new business sales within the large and consolidating financial adviser market, driving strategic, consultative sales across multi-stakeholder organisations. You’ll own the full sales lifecycle from lead generation through to close whilst ensuring strong pipeline management, accurate forecasting, and consistent deal progression. Working closely with Marketing and senior stakeholders, you’ll generate opportunities, build relationships at C-level, and represent Dynamic Planner in the market.
Job Requirements
Held a BDM role within the financial technology sector. Ideally a hybrid (phone / video) and face to face
➢ Track record of making SaaS sales to large financial advice firms
➢ Experience and understanding of the independent financial adviser space particularly at consolidator level
➢ Excellent pipeline management and forecasting skills ...
Role Overview:
Lead new business sales within the large and consolidating financial adviser market, driving strategic, consultative sales across multi-stakeholder organisations. You’ll own the full sales lifecycle from lead generation through to close whilst ensuring strong pipeline management, accurate forecasting, and consistent deal progression. Working closely with Marketing and senior stakeholders, you’ll generate opportunities, build relationships at C-level, and represent Dynamic Planner in the market.
Job Requirements
Held a BDM role within the financial technology sector. Ideally a hybrid (phone / video) and face to face
➢ Track record of making SaaS sales to large financial advice firms
➢ Experience and understanding of the independent financial adviser space particularly at consolidator level
➢ Excellent pipeline management and forecasting skills ...
Ready to Apply?
Submit your application today and join our talented team at Dynamic Planner.
Submit ApplicationJob Details
- Location Reading, England
- Job Type Full-time
- Category Advertising, Marketing, Promotions, Public Relations, and Sales Managers
- Posted Date July 04, 2026
- Application Deadline August 13, 2026