Sales Development Representative Accountants and IFAs

Hi were Penfold - were on a mission to help everyone save enough to be comfortable in later life by making pensions accessible and engaging!

Theres over a trillion pounds in UK pensions but the industry is full of traditional providers with outdated products and poor customer service. Penfold is dragging the pension industry out of the dark ages with a platform built on modern technology. Were demystifying pensions to make pension saving easy accessible and engaging.

Were a focused team of 70 based primarily across London and Tallinn and have raised significant funding from some of the most successful FinTech investors in the world. We manage over 1bn of pension assets for over 100000 savers and thousands of businesses and were growing rapidly every month. Our team is focused on building an amazing pension experience for our customers.

The Role

As an SDR at Penfold youll pay a critical role in growing our partner network with a particular focus on accountants and independent financial advisors (IFAs).

Youll be responsible for initiating and developing relationships with professional partners who support UK start-ups and scale-ups introducing them to Penfold and booking high-quality meetings for our sales teams. This is a high-activity outbound-focused role where success comes from confidence on the phone strong communication and the ability to build trust with senior professionals.

Whether its cold calling personalised emails or LinkedIn outreach youll be at the forefront of expanding Penfolds top-of-funnel through intermediaries rather than selling directly to end customers.

Key Responsibilities

Right now our priority is building awareness and engagement with UK-based accountants IFAs and advisory firms. As Penfold grows youll have the opportunity to expand into new partner segments and markets. Youll be expected to:

• Own outbound activity to accountants and IFAs via 50 calls per day alongside email and LinkedIn activity
• Identify research and engage potential partner firms and key decision-makers
• Clearly articulate Penfolds value proposition to professional advisers and how we support their clients
• Qualify interest and book meetings for the Sales team ensuring strong context and handover
• Engage inbound partner interest and convert it into meaningful conversations
• Build and maintain a high-quality pipeline of partner-led opportunities
• Collaborate closely with Sales Partnerships and Marketing to refine messaging and targeting
• Maintain accurate records of all activity in HubSpot CRM
• Consistently hit (and exceed!) activity and meeting targets earning uncapped commission

What Were Looking For

Must-haves

• Proactive and driven: You are a self-starter who thrives in a high-activity outbound role
• Comfortable on the phone: Youre confident making a high volume of calls and speaking to senior professionals
• Sales-oriented mindset: You have experience in a sales SDR or commercial role and understand how to qualify opportunities
• Excellent communicator: You can build rapport quickly and hold credible conversations with accountants and IFAs
• Resilient and determined: You handle rejection well and stay motivated in a target-driven environment
• B2B partnerships or channel experience particularly selling to accountants or IFAs

Nice-to-haves

• Exposure to fintech pensions or financial services
• Tech-savvy: Familiarity with CRM tools (e.g. HubSpot) phone systems (e.g. AirCall) and platforms like LinkedIn Sales Navigator is advantageous.
• Experience working in a startup or scale-up environment

Why Penfold

• Uncapped commission: Based on the number of Sales Accepted Leads (SALs) you generate.
• Progression opportunities: Were growing fast and we want you to grow with us.
• A high-energy supportive team that celebrates wins together.

Culture

We believe great teams are diverse teams. Whatever your background identity or experience we want to hear from you. Were building a high-performance culture and are looking for people who not only fit but add to it. We work hard celebrate our successes and lift each other up.

Benefits

• Competitive salary - 40-50k OTE (depending on experience) with uncapped commissions.
• Meaningful share options youll own a part of Penfold and share in our success
• 10% pension contribution each month that you dont need to match (on top of your salary)
• Medical insurance through Vitality
• Unlimited holiday were interested in your output not how many holidays you go on!
• Hybrid working we like people to come into our office (so it would be great if you lived in the London area) at least a couple of days a week to collaborate but we trust you to get your work done in whatever environment suits you
• Great office space plenty of people come into our wonderful private office opposite Borough Underground station
• Free tea coffee soft drinks and snacks
• Free company lunch every week (e.g. Borough Market Mercato Metropolitano)
• MacBook and any WFH equipment you need
• Option to buy a bike tax-free and spread the cost (using the cycle to work scheme)
• Learning and Professional Development we conduct regular 360 feedback and focus on role progression that suits each individual. We support everyone with courses events and coaching to help everyone reach their goals
• Quarterly company socials and regular meet-ups throughout the year too!
• Plus a host of other benefits see here: Penfold Careers

Application Process

Well have a quick introductory call to properly introduce you to Penfold find out more about your experience so far and career aspirations and make sure you get a chance to ask any questions you might have. Then there will be a take-home task followed by an interview so we get a better feel for how you work. Finally well organise a session with a small group of people from around the business so you can learn more about our company culture.

Were 100% committed to building a diverse and representative team. Whatever your background gender race age or ability wed love to hear from you. If you have any questions feel free to ask (even anonymously)! Were 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 wed 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.