At a Glance
- Tasks: Lead new business sales in the financial adviser market and manage the full sales lifecycle.
- Company: Dynamic Planner, a leader in financial technology with a focus on innovation.
- Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
- Other info: Join a dynamic team with a positive culture and excellent career advancement opportunities.
- Why this job: Make an impact in the fintech space while building relationships with C-level executives.
- Qualifications: Experience in SaaS sales and a strong understanding of the financial adviser sector.
The predicted salary is between 50000 - 65000 £ per year.
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.
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
- Proven ability to meet and exceed sales targets
- A naturally positive influencer
- Proven value based, consultative selling approach
- Excellent presentation skills
- Impeccable written and oral communication skills
Education & Qualifications:
- IFA professional qualifications preferred
- Degree level education preferred in related field
Senior Business Development Executive employer: Dynamic Planner
Dynamic Planner is an exceptional employer that fosters a collaborative and innovative work culture, empowering employees to excel in their roles. With a strong focus on professional development, you will have access to numerous growth opportunities while working in a vibrant location that encourages creativity and teamwork. Join us to be part of a forward-thinking company that values your contributions and supports your career aspirations in the dynamic FinTech landscape.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Business Development Executive
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Dynamic Planner. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Business Development Executive
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Dynamic Planner.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Dynamic Planner's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Dynamic Planner
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Dynamic Planner.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Dynamic Planner will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Dynamic Planner employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
