BusinessĀ Development Consultant


The Business Development Team support small & medium sized financial advice firms & IFA’s. A team of true consultants, who really understand our potential clients and are truly passionate about what Dynamic Planner can offer.

We are currently recruiting for a Business Development Consultant and with our continued investment in Dynamic Planner it is a great time to be joining the team!

Main Responsibilities
  • Responsible for attaining new licenced users for Dynamic Planner in line with targets.
  • You’ll be presenting our market leading fin tech solutions to small & medium sized financial advice firms & IFA’s.
  • The potential clients you will speak to will have already been looked after by our Business Development Executives, ensuring they are ready for a more in-depth conversation around our offering, having understood their needs.
  • You may also source your own leads and develop potential clients.
  • Our team is supported by comprehensive marketing initiatives and activities driving leads and awareness of our brand in the marketplace.
The Person
  • We are looking for talented consultative sales people with proven records of success.
  • Driven to achieve and a desire to make a difference.
Skills and Experience Required
  • Consultative Sales Approach with previous sales experience.
  • Experience, knowledge or interest in financial advice/investment process preferred.
  • Brilliant listener, communicator & presenter.
  • Excellent at building client relationships.
  • Tenacious, resilient and enjoys influencing people.
  • Constantly positive and optimistic in outlook.
  • Smart, curious and able to pick up new information quickly.
In Return we offer:
  • Competitive basic salary, with great earnings potential!
  • Full training on our service and sales process.
  • Personal development plan.
How to apply

Please email your CV and covering letter outlining why you are perfect for this role (with the job title in the subject line) to

Distribution Technology is an Equal Opportunities Employer. Please be advised that only candidates with the eligibility to live and work in the UK can be considered for this role. Job Application Privacy Notice

Working at Dynamic Planner