Sales Director - Adviser Technology

Defaqto; London; Hybrid; GBP 80,000 - 120,000; Full time

Job summary

A leading company in financial technology is seeking a strategic Sales Director to lead sales efforts across their technology solutions for the UK retail financial advice market. The role involves integrating sales teams, optimizing processes, and driving revenue growth. Candidates should have a strong background in technology sales, particularly in fintech or SaaS, and a deep understanding of the retail financial advice market. This position offers a hybrid working model based in London or Haddenham.

Benefits

Flexible Working Policies

Vibrant Office Environment

Social and Team-Building Events

Free Fresh Fruit at the Office

Qualifications

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

Responsibilities

• Integrate sales teams from acquired businesses and optimize processes.
• Own revenue targets for combined businesses and technology products.
• Develop and execute a data-driven sales strategy.

Skills

Leadership

Technology Sales

Analytical Mindset

Consultative Sales Approach

People Management

Education

Bachelor's Degree in Business, Finance, Technology

MBA or Equivalent Advanced Qualification

Job description

Permanent | Competitive Salary & Bonus Package

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 of technology solutions tailored for the UK retail financial advice market.

Defaqto is one of the UK's most trusted sources of financial product and market intelligence. By bringing together product data, technology, and consumer insight, we help everyone make smarter, more informed financial choices now and in the future. Our goal is to raise industry standards, empower consumer choice, and help the industry meet evolving customer needs.

Role Overview

In this leadership role, you will integrate sales teams from our acquired businesses, optimize sales processes, and drive revenue growth as the P&L owner. A deep understanding of the retail financial advice market combined with a strong background in technology sales—preferably within fintech or SaaS sectors—will be key to your success.

Right to Work Requirement

We are unable to provide Skilled Worker sponsorship, so candidates must already have the right to work in the UK without sponsorship.

As Sales Director, you will:

1. Work closely with the CSO, senior leadership team, and other stakeholders to design and lead the integration of the existing Defaqto adviser sales teams with acquired businesses.
2. Design and implement efficient sales systems, tools, and processes to streamline operations, improve team productivity, and support scalability.
3. Leverage technology to optimize sales workflows, enhance reporting capabilities, and ensure a seamless customer experience.
4. Own the revenue targets for the combined businesses and technology products aimed at the retail financial advice market.
5. Develop and execute a data-driven sales strategy aligned with business objectives and market targets.
6. Create and implement cross-sell and upsell strategies to maximize revenue within the retail financial adviser space.
7. Build and nurture consultative relationships with key clients, including senior financial advisers, wealth management firms, and financial planning teams.
8. Track and report on key sales metrics such as revenue, pipeline health, and team productivity.
9. Collaborate with product development, marketing, and customer success teams to ensure alignment of sales strategies. Oversee recruitment and onboarding of new sales talent.

What you'll need to succeed

• A deep understanding of the retail financial advice market
• Proven leadership in technology sales
• Experience in sales leadership and integration
• Expertise in cross-selling
• A disciplined, consultative sales approach using recognized methodologies
• Technological proficiency
• People management experience
• Analytical and data-driven mindset

Qualifications

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

Location

This role offers a hybrid working model, with your base in our London or Haddenham offices, along with the flexibility to travel to clients nationwide as required.

How we Work

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

We promote a vibrant office environment with a hybrid working approach supported by our flexible working policies. We focus on wellbeing, organize social, charity, and team-building events, and provide free fresh fruit at the office.

Right to Work

We currently cannot sponsor Skilled Worker Visas, so applicants must have the right to work in the UK without sponsorship.

Fintel plc and all its subsidiaries are committed to a zero-tolerance policy on discrimination and are dedicated to providing equal opportunities regardless of age, disability, sex, sexual orientation, pregnancy, race, religion, gender identity, or marital status. We believe diversity and inclusion foster better business outcomes and encourage applicants from diverse backgrounds to apply.