Planner/Senior Planner

**Role Purpose**: The role of the Pre-Sales Technical Solutions Consultant is to support business development consultants working on larger and more complex sales opportunities by providing technical support about how Dynamic Planner and its investment services work and how they will add value to the client. **Objectives**: 1) To support business...

Job DescriptionJob Title: Senior Financial ManagerCompany: Dynamic PlannerLocation: RemoteJob Type: Full-timeAbout Us: Dynamic Planner is a leading provider of financial planning and analysis solutions. We are seeking an experienced Senior Financial Manager to join our team.Key Responsibilities:Financial Planning and Analysis: Develop and maintain financial...

Job DescriptionJob Title: Senior Financial ManagerCompany: Dynamic PlannerLocation: RemoteJob Type: Full-timeAbout Us: Dynamic Planner is a leading provider of financial planning and analysis solutions. We are seeking an experienced Senior Financial Manager to join our team.Key Responsibilities:Financial Planning and Analysis: Develop and maintain financial...

**About Dynamic Planner**: Dynamic Planner was founded in 2003 and is the UK’s most popular risk profiling and asset allocation investment process. It is today used by thousands of advisers and helps them ensure investment suitability, increase efficiency and demonstrate value to their clients. Advisers use Dynamic Planner to gain information about their...

Role Purpose: To manage an assigned panel of customer accounts which is your Book of Business (BoB) with a focus on understanding our customers’ goals and ensuring they are achieving these goals. You are responsible for the retention and growth of revenue across your BoB and will be measured on the achievement of these goals Key Responsibilities: Build...

**Hybrid - Reading** **About Dynamic Planner**: Dynamic Planner was founded in 2003 and is the UK’s most popular risk profiling and asset allocation investment process. It is today used by thousands of advisers and helps them ensure investment suitability, increase efficiency and demonstrate value to their clients. Advisers use Dynamic Planner to gain...

TRS Staffing Solutions Role: Planner/Senior Planner Salary: Negotiable Location: Reading, Hybrid (2-3 days in office) Staff OR Contracting Inside IR35 Our client, a market leading global consultancy, is seeking to recruit a Planner/Senior Planner based in Reading on a Hybrid basis. Job description As a Senior Planner, you will lead the evaluation of the...

TRS Staffing Solutions Role: Planner/Senior Planner Salary: Negotiable Location: Reading, Hybrid (2-3 days in office) Staff OR Contracting Inside IR35 Our client, a market leading global consultancy, is seeking to recruit a Planner/Senior Planner based in Reading on a Hybrid basis. Job description As a Senior Planner, you will lead the evaluation of the...

**About Dynamic Planner**: Dynamic Planner was founded in 2003 and is the UK’s most popular risk profiling and asset allocation investment process. It is the UK’s leading end to end financial planning system supporting 45% of investment advice firms in the UK, reviewing more than £100billion of client assets and profiling more than 1,700 investment...

About the Company:Dynamic Planner was founded in 2003 and is the UK’s most popular risk profiling and asset allocation investment process. It is today used by thousands of advisers and helps them ensure investment suitability, increase efficiency and demonstrate value to their clients. Dynamic Planner is an industry-leading set of Software-as-a-Service...

About the Company:Dynamic Planner was founded in 2003 and is the UK’s most popular risk profiling and asset allocation investment process. It is today used by thousands of advisers and helps them ensure investment suitability, increase efficiency and demonstrate value to their clients. Dynamic Planner is an industry-leading set of Software-as-a-Service...

About the Company:Dynamic Planner was founded in 2003 and is the UK’s most popular risk profiling and asset allocation investment process. It is today used by thousands of advisers and helps them ensure investment suitability, increase efficiency and demonstrate value to their clients. Dynamic Planner is an industry-leading set of Software-as-a-Service...

About the Company:Dynamic Planner was founded in 2003 and is the UK’s most popular risk profiling and asset allocation investment process. It is today used by thousands of advisers and helps them ensure investment suitability, increase efficiency and demonstrate value to their clients. Dynamic Planner is an industry-leading set of Software-as-a-Service...

Dynamic Planner was founded in 2003 and is the UK’s most popular risk profiling and asset allocation investment process. It is today used by thousands of advisers and helps them ensure investment suitability, increase efficiency and demonstrate value to their clients. Dynamic Planner is an industry-leading set of Software-as-a-Service applications used by...

Job summaryLeading independent cost and project management consultancy require a Senior Planner with experience of working in highly regulated industries (water, nuclear, rail etc) who have experience of working with P6 and the NEC form of contract.Key skills required for this role Senior Planner Important Senior Planner Job descriptionLeading...

About the Company:Dynamic Planner was founded in 2003 and is the UK’s most popular risk profiling and asset allocation investment process. It is today used by thousands of advisers and helps them ensure investment suitability, increase efficiency and demonstrate value to their clients. Dynamic Planner is an industry-leading set of Software-as-a-Service...

About the Company: Dynamic Planner was founded in 2003 and is the UK’s most popular risk profiling and asset allocation investment process. It is today used by thousands of advisers and helps them ensure investment suitability, increase efficiency and demonstrate value to their clients. Dynamic Planner is an industry-leading set of Software-as-a-Service...

The Company My client, a leading Planning and Development Consultancy is seeking a skilled Graduate Town Planner to join their rapidly expanding team. They are involved in exciting projects across the UK, with expertise in residential, retail, commercial, mixed-use developments, transport and infrastructure, education, healthcare, utilities and energy...

Role Purpose: We are looking for the next hunter with experience in and a passion for lead generation to join our SME Business Development Team acting as the first point of contact at the top of the sales funnel. This person will drive top-of-the-funnel lead generation for the SME Business Development Team. Reporting to the Head of Business Development SME,...

Job DescriptionRole Purpose:The primary objective of this role is to support the Quarterly Review Process associated with the Risk Profiling service and collaborate with the Risk Manager in completing reviews.Key Responsibilities:Analyze quarterly information provided by asset management clients and coordinate the delivery of their reporting requirements in...