Sales Lead

PlannerPal is at the forefront of revolutionising financial adviser productivity through AI-driven tools. Our platform helps financial advisers automate administrative tasks such as meeting transcriptions, document generation, and CRM updates, empowering them to focus on client relationships. With over 400 firms in the UK already using PlannerPal, we are on a mission to reshape wealth management by driving efficiency, reducing costs, increasing access to financial advice, and generating more revenue for advice firms.

We are seeking a driven and self-starting Sales Lead to directly execute and deliver on sales initiatives across the UK financial services market. This role is crucial in driving new business acquisition, building strong client relationships, and leading PlannerPal's market expansion efforts. You will play a hands-on role in managing the sales pipeline, from lead generation through to deal closure, while collaborating closely with senior leadership on strategic priorities.

Key Responsibilities

• Sales Strategy Development: Develop and execute a comprehensive sales strategy tailored to the UK financial services market to meet and exceed revenue targets.
• Market Expansion: Identify and capitalise on new market opportunities, positioning PlannerPal as a leader in the financial services industry.
• Pipeline Management & Execution: Oversee and execute the sales pipeline, ensuring consistent lead generation, qualification, and closing processes.
• Client Relationships: Build and nurture strong relationships with enterprise clients, deeply understanding their needs to deliver tailored solutions.
• Sales Operations: Implement and optimise sales processes, tools, and metrics to ensure efficient, transparent sales activity across the organisation.
• Collaboration: Work closely with Product, Marketing, and Customer Success teams to align sales efforts with product offerings and market demands.
• Revenue Forecasting: Provide accurate revenue forecasts and contribute to strategic planning and budgeting processes.

Qualifications

• 5+ years of sales experience, with a proven track record of selling into the UK financial advice and wealth management market, and driving revenue growth.
• Previous experience as a financial adviser or paraplanner is a plus, with a strong understanding of the financial advisory ecosystem.
• Demonstrable ability to manage the full sales cycle, from prospecting to closing complex deals.
• Excellent communication, negotiation, and relationship-building skills, with the ability to influence senior stakeholders.
• Knowledge of AI-driven solutions, SaaS products, or similar technological innovations is highly desirable.
• A self-starter with the ability to thrive in a fast-paced, high-growth start-up environment.
• Strong problem-solving skills with a focus on execution and results.

What We're Looking For

• Someone who can balance strategic thinking with day-to-day tactical execution.
• A self-motivated, independent individual who thrives in a start-up environment and is passionate about driving growth.
• A results-oriented mindset, with the ability to adapt quickly to changing priorities and challenges.

What We Offer

• Competitive salary: £60,000 base
• On-Target Earnings (OTE): £130,000
• Opportunity to work directly with senior leadership and significantly impact company strategy
• Remote-first work environment with regular team meet-ups in London
• A fast-paced, dynamic start-up culture where your contributions will shape the company's future
• Growth opportunities in a rapidly expanding market

We are committed to diversity and inclusion. We welcome applicants from all backgrounds and life stages to join our journey in revolutionising wealth management with AI.

Application: Please send your CV with a brief statement of your relevant experience. Please include your right to work in the UK if you are not a UK national.