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- Tasks: Convert accountants and intermediaries into Penfold advocates through consultative sales.
- Company: Join Penfold, a modern fintech revolutionising pensions for everyone.
- Benefits: Competitive salary, meaningful share options, unlimited holidays, and medical insurance.
- Why this job: Make a real impact in the pension industry while growing your career.
- Qualifications: Experience in B2B sales, especially with accountants or financial intermediaries.
- Other info: Dynamic team culture with excellent growth opportunities and regular socials.
The predicted salary is between 36000 - 60000 £ per year.
Hi, we’re Penfold. We’re on a mission to help everyone save enough to be comfortable in later life by making pensions accessible and engaging. There is over a trillion pounds in UK pensions, but the industry is full of traditional providers with outdated products and poor customer service. Penfold is modernising the pension experience to demystify pensions, make saving easy to understand, and genuinely valuable for savers and the businesses that support them.
We’re a focused team of 50 based primarily across London and Tallinn. We’ve raised significant funding from top FinTech investors and manage over £1bn of pension assets for over 100,000 savers and thousands of businesses. We’re scaling fast, and partnerships are a big part of our growth. As we scale, we’re strengthening our sales team with a dedicated Account Executive focused on accountants and intermediaries.
As an Account Executive - Accountant & Intermediary Partnerships, you’ll be responsible for converting qualified accountants, bookkeepers, and IFAs into active Penfold advocates. You won’t be cold-calling employers; you’ll work with SDRs who book meetings with accountants and intermediaries, and you’ll own the first substantive conversation: understanding their practice, their clients, and their existing pension workflows, then showing them how and why Penfold is the right solution to recommend. Your goal is to win trust, drive conviction, and enable accountants and IFAs to place Penfold with their clients. This is a consultative, influence-led sales role, ideal for someone who has sold successfully into the accounting ecosystem before and understands how intermediaries think, decide, and recommend.
Core responsibilities
- Own a pipeline of SDR-qualified meetings with accountants, bookkeepers, and IFAs
- Run high-impact first meetings focused on discovery, education, and influence
- Clearly articulate why Penfold is the best pension option for their clients
- Convert intermediaries into active referrers and advocates
- Consistently hit or exceed monthly and quarterly revenue targets driven by intermediary-led placements
- Run effective partner-led sales cycles
- Lead structure discovery to understand: the intermediary's client base; existing pension providers and pain points; decision criteria and the recommendation process
- Deliver tailored demos framed around client outcomes and compliance confidence
- Confidently handle objections around risk, regulation, trust, and switching
- Create urgency without pressure in a trust-based buying environment
- Work closely with SDRs and Partnerships
- Partner tightly with SDRs to ensure high-quality handover and strong meeting context
- Provide feedback on messaging, ICP quality, and common objections from accountants
- Help refine qualification criteria to improve conversion from meeting -> active partner
- Collaborate with Partnerships, Marketing, and Product to improve intermediary enablement
- Contribute to sales excellence
- Maintain accurate CRM hygiene, forecasting, and pipeline management
- Share insights from accountant and IFA conversations with the wider business
- Continuously improve how we sell to intermediaries as the channel scales
Who this role is right for
This role is ideal for a commercially driven, consultative seller who enjoys influencing rather than hard-closing. You’ll thrive here if you like:
- Complex, trust-based conversations
- Selling a regulated product where credibility really matters
- Helping intermediaries look good to their clients
- Owning a number and being accountable for outcomes
Must-haves
- Proven experience as a B2B Account Executive or similar closing role
- Experience selling to accountants, bookkeepers, IFAs, or financial intermediaries
- A track record of hitting or exceeding targets in a consultative sales environment
- Strong discovery, objection-handling, and demo skills
- Confidence selling regulated, trust-based, or mission-critical products
Nice-to-haves
- Knowledge of UK pensions, auto-enrolment, or workplace benefits
- Experience selling SaaS, FinTech, accounting software, or financial services
- Familiarity with compliance-led buying processes
- Experience in a scale-up or high-growth environment
What success looks like
- You consistently hit or exceed your revenue targets through intermediary placements
- SDR-qualified accountant meetings convert into active Penfold advocates
- Accountants and IFAs clearly understand, and confidently recommend, Penfold
- Penfold continues to grow as a trusted pension partner within the accounting ecosystem
Our Hiring Process
- Intro Call - A quick chat to introduce you to Penfold, learn about your experience and aspirations, and answer any questions.
- Task - A practical task that we’ll complete together to determine how you’d approach a similar scenario to the role.
- Culture Fit Session - Meet one of our Co-Founders and team members to see if we’re a great fit for each other.
We’re 100% committed to building a diverse and representative team. Whatever your background, gender, race, age, or ability - we’d love to hear from you. If you have any questions, feel free to ask (even anonymously)! We’re all about giving every candidate the best chance to shine. If you require any reasonable adjustments to the job description, application, or selection process, just let us know - we’d be happy to help. When it comes to hiring, we focus only on your skills, experience, and how you live our values.
As part of our hiring process, we may record your interview and use AI tools to generate notes. This helps us capture details accurately and ensures a fair review by our hiring panel. By attending an interview with Penfold, you consent to the use of recording and AI-generated notes for this purpose. If you have any concerns or would prefer not to be recorded, please let us know in advance.
Our Benefits
- Competitive salary - we proactively review salaries to ensure fairness and progression
- Meaningful share options - you’ll own a part of Penfold and share in our success
- 10% pension contribution each month that you don’t need to match (on top of your salary)
- Medical insurance - through Vitality, including private GPs, physio, counselling, and great discounts (think 50% off PureGym memberships, free Apple Watches, and more)
- Unlimited holidays - we trust you to get the work done and take breaks when needed
- Great office space - our private office is run by the Ministry of Sound
- Free company lunch every week
- Top-tier MacBook and WFH equipment to set you up for success
- Cycle to work scheme - buy a bike tax-free and spread the cost
- Learning & professional development - we support courses, events, and coaching to help everyone reach their goals
- Quarterly company socials - plus plenty of regular team meetups
Excited to join us? Apply now!
Account Executive - Accountant and Intermediary Partnerships at Penfold employer: Penfold Savings Limited
Contact Detail:
Penfold Savings Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Executive - Accountant and Intermediary Partnerships at Penfold
✨Tip Number 1
Get to know the company inside out! Before your interview, dive into Penfold's mission and values. Understanding what makes us tick will help you connect with the team and show that you're genuinely interested in being part of our journey.
✨Tip Number 2
Practice your pitch! Since this role is all about consultative selling, think about how you'd approach an accountant or IFA. Prepare to discuss their pain points and how Penfold can solve them. Role-playing with a friend can really help you nail it!
✨Tip Number 3
Be ready to handle objections like a pro! We know that trust is key in this industry, so think about common concerns accountants might have. Prepare thoughtful responses that reassure them about Penfold’s credibility and benefits.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a thank-you note to express your appreciation for the opportunity. It’s a great way to reinforce your interest in the role and keep you top of mind as they make their decision.
We think you need these skills to ace Account Executive - Accountant and Intermediary Partnerships at Penfold
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Account Executive role. Highlight your experience with accountants and intermediaries, and show us how you can help Penfold grow by converting them into advocates.
Showcase Your Consultative Skills: In your application, emphasise your consultative selling approach. We want to see how you've successfully influenced clients in the past, especially in trust-based environments like pensions or financial services.
Be Clear and Concise: Keep your application straightforward and to the point. Use clear language to describe your achievements and how they relate to the role. We appreciate a well-structured application that makes it easy for us to see your potential.
Apply Through Our Website: We encourage you to apply directly through our website. This helps us keep track of your application and ensures you’re considered for the role. Plus, it’s the best way to get your foot in the door at Penfold!
How to prepare for a job interview at Penfold Savings Limited
✨Know Your Stuff
Before the interview, make sure you understand Penfold's mission and how it stands out in the pension industry. Familiarise yourself with their products and the pain points accountants face when recommending pensions. This knowledge will help you articulate why Penfold is the best option for their clients.
✨Practice Consultative Selling
Since this role is all about consultative selling, practice your discovery questions. Think about how to engage accountants and intermediaries in a way that uncovers their needs and concerns. Role-play with a friend or colleague to refine your approach and ensure you're comfortable steering the conversation.
✨Handle Objections Like a Pro
Anticipate common objections around risk, regulation, and trust. Prepare thoughtful responses that reassure accountants and IFAs about Penfold’s credibility. Demonstrating confidence in handling these objections will show that you’re not just selling a product, but genuinely care about their clients' best interests.
✨Showcase Your Success Stories
Be ready to share specific examples from your past experiences where you've successfully converted leads into advocates. Highlight your achievements in consultative sales and how you’ve built trust with intermediaries. This will illustrate your capability and fit for the role at Penfold.
