Business Development Executive


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 Executive, with our continued investment in Dynamic Planner it is a great time to be joining the team!

Main Responsibilities
  • Responsible for driving leads through effective prospecting. This will be supported by leads generated through comprehensive marketing activities.
  • You will need to speak to small & medium sized financial advice firms & IFA’s on a daily basis in order to fully understand their business needs and establish their readiness for a more in-depth sales conversation with a Business Consultant.
  • Working with data and our CRM,, you’ll need a good understanding of the marketplace, our competition and the solutions we offer.
  • This is a great role if you are looking to grow and harness your existing sales capability in a fast-paced business, within an evolving Fin Tech industry.
The Person
  • We are looking for talented individuals who enjoy listening to clients and having business conversations.
  • You’ll be hungry to succeed with a strong desire to meet and exceed targets.
  • Experience, knowledge or interest in financial advice/investment process preferred.
Skills and Experience Required
  • 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.
  • Team player and collaborative.
  • Previous business development/sales related experience.
In Return we offer:
  • Competitive basic salary, with great earnings potential!
  • Full training on our service and sales process.
  • Personal development plan.
  • Opportunity to grow and develop.
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