Sales Director - Adviser Technology

Defaqto Limited; Aylesbury; Hybrid; GBP 80,000 - 120,000; Full time

Job summary

A leading company in the financial advice market seeks a strategic Sales Director to lead sales efforts across technology solutions. This hybrid role requires a deep understanding of the retail financial advice market, proven technology sales leadership, and the ability to drive revenue growth. The successful candidate will integrate sales teams, optimize processes, and develop data-driven strategies to enhance client relationships and maximize revenue potential.

Benefits

Flexible working promise

Wellbeing focus

Social and team-building events

Free fresh fruit delivered to the office

Qualifications

• Deep understanding of the retail financial advice market.
• Proven technology sales leadership.
• Sales leadership and integration experience.

Responsibilities

• Integrate sales teams from acquired businesses.
• Design and implement efficient sales systems.
• Own the revenue target for combined businesses.

Skills

Sales leadership

Technology savvy

Analytical and data-driven

Cross-selling expertise

People Management

Education

Bachelor’s degree in business, finance, technology, or related field

MBA or equivalent advanced qualification

Job description

Sales Director - Adviser Technology

To support our ambitious growth plans we are looking for an experienced and strategic Sales Director to lead the sales efforts across our suite oftechnology solutions tailored for the UKretail financial advice market.

Defaqto is one of the UK's most trusted sources of financial product and marketintelligence. By bringing together product data, technology, and consumer insight wehelp everyone make smarter, more informed financial choices now, and in the future. And in doing so, we hope to raise industry standards, power consumer choice, and help theindustry meet evolving customer needs.

Role Overview

In this leadership role, you will integrate sales teams from our acquired businesses, optimise sales processes and drive revenue growth as the P&L owner. Yourdeep understanding of the retail financial advice market alongside a strong background in technology sales - preferably within the fintech or SaaS sector - will play a key part of your success.

Right to Work Requirement

We are unable to provide Skilled Worker sponsorship so you must alreadyhold the right to work in the UK without sponsorship.

As Sales Director, you will

• Work closely with the CSO, senior leadership team and other key stakeholders to design and lead theintegration of the existing Defaqto adviser sales teams with the acquired businesses.
• Design and implement efficient sales systems, tools, and processes that streamline
  operations, improve team productivity, and support scalability.
• Leverage technology to optimize sales workflows, enhance reporting capabilities, and ensurea seamless customer experience.
• Own the revenue target for the combined businesses and technology products
  designed for the retail financial advice market.
• Craft and execute a data-driven sales strategy that aligns with business objectives
  and targets the retail financial advice market.
• Develop and execute a comprehensive cross-sell and upsell strategy to maximize
  revenue potential within the retail financial adviser space.
• Build and nurture consultative relationships with key clients in the retail financial advice market,including senior financial advisers, wealth management firms, and financialplanning teams.
• Track and report on key sales performance metrics, including revenue, pipeline
  health, and team productivity.
• Work closely with the product development, marketing, and customer success
  teams to ensure that sales strategies are aligned.
  Oversee the recruitment and onboarding of new sales talent.

What you'll need to succeed

• A deep understanding of the retail financial advice market
• Proven technology sales leadership
• Sales leadership and integration experience
• Cross-selling expertise
• A disciplined and consultative sales approach using a recognised methodology
• Technology savvy
• People Management experience
• Analytical and data-driven

Qualifications

• A bachelor’s degree in business, finance, technology, or a related field isessential.
• An MBA or equivalent advanced qualification is desirable

Location

This is a hybrid role where your base can be in our London or Haddenham offices although you'll also need to be free to travel to clientsnationally as required.

How we Work
Our values define how we work so that we can achieve our vision, provide a great employee experience, and positively impact our customers.

Think Big | Be Bold | Own it | Team up | Be a Star

We have a vibrant office environment with a hybrid approach to working supported by our flexible working promise. We have a focus on wellbeing, a programme of social, charity and team-building events and free fresh fruit delivered to the office.

Right to Work

We are currently unable provide sponsorship under the Skilled Worker Visa so you will need to hold the right to work in the UK without sponsorship.

Fintel plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010.

We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.

We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do.

For these reasons we strongly encourage suitably qualified applicants from a wide range of backgrounds.