We are looking for business development professionals with experience in the Tier 1 / Tier 2 IFA market.

You'll have at least 5 years' relevant experience and be comfortable combining new business acquisition and account management.  

Who we are

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. And in doing so we hope to raise industry standards, power consumer choice and help the industry meet evolving customer needs.

Role overview

As Business Development Manager, you will be responsible for acquiring and growing relationships with Independent Financial Adviser (IFA) firms. This includes full-cycle sales, account management, and positioning Defaqto’s expanding suite of solutions for future upselling. 

The role requires a consultative approach, strong commercial acumen, and a commitment to continuous learning of new tools and their value to clients.

What you'll do

New Business Acquisition

• Identify and engage prospective IFA firms.
• Conduct needs-based discovery and deliver tailored product demos.
• Close new business deals aligned with quarterly and annual targets.

• Own post-sale relationships, ensuring high levels of engagement and satisfaction.
• Drive product adoption and usage across adviser teams.

Product Knowledge & Upselling

• Proactively learn new Defaqto tools and services as they are released.
• Translate product capabilities into client value propositions.
• Identify upsell opportunities such as data services or enhanced modules.

Collaboration & Feedback

• Work closely with marketing and customer success to align efforts.
• Provide market feedback to product and strategy teams.
• Represent Defaqto at industry events and webinars.

What you'll need to succeed

• Strong understanding of the UK IFA market and advice process - particularly of Tier 1 and 2 firms.
• Proven experience in managing a territory and prioritising high-potential accounts.
• Experience selling technical products and comfortable learning about new ones
• A strong grasp of SaaS-based sales cycles, including lead generation, demos and renewals
• Ability to consistently generate new business through proactive outreach, effective qualification, and closing skills.
• Experienced in positioning additional features, tiers, or services that align with evolving client needs and deliver measurable ROI.

Your approach to work

Ownership: you'll take the initiative to identify opportunities and consistently work towards exceeding sales targets.
Growth mindset: you'll focus on understanding client needs and delivering tailored SaaS solutions that drive value.
Collaboration: you'll work and collaborate effectively across teams (e.g., product, marketing, CS) and adapt quickly in fast-paced environments.

Location

You'll work on a hybrid basis from our London office - normally 2 days a week - on top of any travel for face-to-face meetings with advisers.

Right to Work

Applicants must already hold a legal right to work in the UK without time restrictions. We are currently unable to provide Skilled Worker visa sponsorship.

How we Work

Our values define how we work so that we can achieve our vision, provide a great employee experience, and positively impact our customers.

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

We have a vibrant office environment with a hybrid approach to working supported by our flexible working promise. We have a focus on wellbeing, a programme of social, charity and team-building events and free fresh fruit delivered to the office.

Fintel plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010.

We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.

We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do.

For these reasons we strongly encourage suitably qualified applicants from a wide range of backgrounds.