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- Tasks: Drive partnerships by engaging accountants and IFAs through calls, emails, and LinkedIn.
- Company: Join Penfold, a fintech company revolutionising pensions with a vibrant team culture.
- Benefits: Earn £40-50k OTE, enjoy unlimited holiday, and receive private medical insurance.
- Why this job: Make a real impact in a high-energy role while building valuable professional relationships.
- Qualifications: Proactive, confident communicator with sales experience and a passion for partnerships.
- Other info: Hybrid working, beautiful office, and strong focus on learning and development.
The predicted salary is between 36000 - 60000 £ per year.
At Penfold, we’re on a mission to make pensions radically better — and partnerships are a huge part of how we grow. As an SDR at Penfold, you’ll play a critical role in expanding our intermediary partner network, with a particular focus on accountants and Independent Financial Advisers (IFAs) who support UK start-ups and scale-ups.
This is a high-activity, outbound role where confidence on the phone, sharp communication, and the ability to build trust with senior professionals really matter. You won’t be selling directly to end customers — instead, you’ll be opening doors, building relationships, and creating high-quality opportunities for our Sales team.
What you’ll be doing:
- Owning outbound activity to accountants and IFAs (50+ calls per day, plus email and LinkedIn)
- Researching and engaging partner firms and key decision-makers
- Clearly articulating Penfold’s value to professional advisers and their clients
- Qualifying interest and booking high-quality meetings for Sales, with strong handovers
- Converting inbound partner interest into meaningful conversations
- Building and maintaining a healthy pipeline of partner-led opportunities
- Collaborating closely with Sales, Partnerships, and Marketing to refine messaging
- Keeping activity and pipeline up to date in HubSpot
- Consistently hitting (and exceeding!) activity and meeting targets — with uncapped commission
Right now, our focus is UK-based accountants and IFAs. As we grow, you’ll have opportunities to expand into new partner segments and markets.
What we’re looking for:
Must-haves:
- Proactive, driven, and comfortable in a high-activity outbound role
- Confident on the phone, speaking with senior professionals
- Experience in sales, SDR, or a commercial role
- Strong communicator who builds rapport quickly
- Resilient and motivated in a target-driven environment
- B2B, partnerships, or channel experience (especially with accountants or IFAs)
Nice-to-haves:
- Exposure to fintech, pensions, or financial services
- Familiarity with tools like HubSpot, AirCall, LinkedIn Sales Navigator
- Experience in a startup or scale-up environment
Why Penfold?
- £40–50k OTE (depending on experience) with uncapped commission
- Meaningful share options — own a part of what you’re building
- 10% employer pension contribution (no matching required)
- Private medical insurance (Vitality)
- Unlimited holiday — we care about output, not counting days
- Hybrid working (London-based, 2+ days in the office)
- Beautiful office opposite Borough Underground
- Weekly company lunch, free snacks & drinks
- MacBook + WFH equipment
- Cycle to Work scheme
- Strong focus on learning, development, and progression
- Quarterly socials and regular team get-togethers
Our culture:
We believe great teams are diverse teams. We’re building a high-performance culture where people work hard, support each other, and celebrate wins together. If you don’t just “fit” the culture but add to it, we want to hear from you.
Sales Development Representative – Partnerships in London employer: Penfold
Contact Detail:
Penfold Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Development Representative – Partnerships in London
✨Tip Number 1
Get to know your target audience! Research accountants and IFAs before you pick up the phone. Understanding their needs and pain points will help us tailor our pitch and build trust right from the start.
✨Tip Number 2
Practice makes perfect! Role-play with a friend or colleague to sharpen your communication skills. The more confident we are on the phone, the easier it’ll be to engage those senior professionals and open doors for our Sales team.
✨Tip Number 3
Leverage LinkedIn! It’s not just for job hunting; use it to connect with potential partners and decision-makers. A personalised message can go a long way in establishing rapport and getting those high-quality meetings booked.
✨Tip Number 4
Stay organised! Keep track of your calls, emails, and meetings in HubSpot. This will help us maintain a healthy pipeline and ensure we’re consistently hitting those targets. Plus, it shows we’re professional and on top of our game!
We think you need these skills to ace Sales Development Representative – Partnerships in London
Some tips for your application 🫡
Show Your Passion for Partnerships: When writing your application, let us see your enthusiasm for building relationships. Highlight any experience you have with accountants or IFAs, and how you can contribute to our mission of making pensions better through partnerships.
Be Clear and Concise: We love a straightforward approach! Make sure your application is easy to read and gets straight to the point. Use bullet points if necessary to showcase your skills and experiences that align with the SDR role.
Tailor Your Application: Don’t just send a generic application! Take the time to tailor your CV and cover letter to reflect the specific requirements of the Sales Development Representative position at Penfold. Show us why you’re the perfect fit!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about the role. We can’t wait to hear from you!
How to prepare for a job interview at Penfold
✨Know Your Audience
Before the interview, research Penfold and its mission to make pensions better. Understand their focus on accountants and IFAs, and think about how your experience aligns with their goals. This will help you articulate how you can contribute to their partnerships.
✨Practice Your Pitch
Since this role involves a lot of outbound communication, practice your phone pitch. Be ready to clearly explain Penfold’s value proposition to potential partners. Role-playing with a friend or using a mirror can help you refine your delivery and boost your confidence.
✨Showcase Your Resilience
Highlight your ability to thrive in a target-driven environment. Share specific examples from your past experiences where you faced challenges but managed to hit your targets. This will demonstrate your proactive nature and resilience, which are key for an SDR role.
✨Engage with Questions
Prepare thoughtful questions to ask during the interview. Inquire about the team dynamics, the tools they use like HubSpot, and how success is measured in the role. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.
