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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 Slough employer: Penfold
Contact Detail:
Penfold Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Development Representative – Partnerships in Slough
✨Tip Number 1
Get to know your target audience! Research accountants and IFAs before you pick up the phone. Understanding their needs will help us tailor our pitch and build trust right from the start.
✨Tip Number 2
Practice makes perfect! Role-play calls with a friend or colleague to boost your confidence. The more comfortable we are on the phone, the better we’ll connect with those senior professionals.
✨Tip Number 3
Leverage LinkedIn! Use it to engage with potential partners and showcase Penfold’s value. A strong online presence can open doors and create opportunities for meaningful conversations.
✨Tip Number 4
Stay organised! Keep track of your calls and follow-ups in HubSpot. A well-maintained pipeline helps us stay on top of our game and ensures we’re hitting those targets consistently.
We think you need these skills to ace Sales Development Representative – Partnerships in Slough
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've successfully engaged with them in the past. We love candidates who can demonstrate a genuine interest in partnerships!
Be Clear and Concise: We appreciate straightforward communication, so make sure your application is easy to read. Use bullet points where necessary and keep your sentences short and to the point. This will help us quickly understand your skills and experiences.
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 SDR role at Penfold. Mention how your background aligns with our mission to improve pensions and your understanding of the fintech landscape.
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’re considered for the role. Plus, it shows us that you’re proactive and keen to join our team!
How to prepare for a job interview at Penfold
✨Know Your Audience
Before the interview, research Penfold and their target audience, particularly accountants and IFAs. Understand their pain points and how Penfold's offerings can address them. This will help you articulate the value of the partnerships effectively.
✨Practice Your Pitch
Since this role involves a lot of outbound communication, practice your pitch for engaging with senior professionals. Focus on being clear and concise while building rapport. Role-playing with a friend or using a mirror can help 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 exceed your goals. This will demonstrate your proactive nature and determination.
✨Familiarise Yourself with Tools
Get comfortable with tools like HubSpot and LinkedIn Sales Navigator before the interview. Being able to discuss how you’ve used these platforms in previous roles will show that you’re ready to hit the ground running and can manage your pipeline effectively.
