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...

**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...

Job DescriptionA key role in our team is available for a Product Owner to lead our Integrations function at Dynamic Planner.Key Responsibilities:Manage technical relations with partners and software delivery partners.Advise partners on solutions and provide technical assistance.Work with Product, Sales, and Implementation teams to improve Dynamic Planner...

Job OverviewWe are seeking a highly motivated and experienced Dynamic Operations Strategist to join our team at Dynamic Planner.

Role Purpose Act as Product Owner for the Integrations team at Dynamic Planner Responsible for managing technical relations with Dynamic Planner’s partners - both partners whose systems are integrated with the Dynamic Planner’s services and the software delivery partners who implement those integrations. Advise potential and existing partners on possible...

We don’t want to be known for just creating content - we want to tell stories that inspire and connect. As the linchpin of our content marketing strategy, this role is pivotal in driving awareness of a brand that is reshaping financial planning and advice in the UK, empowering more people to fund the life they want and achieve their goals. As our Content...

Key Skills and ResponsibilitiesAs a Customer Service Professional at Dynamic Planner, you will be the first point of contact for our clients, providing support and guidance via phone and case tickets. Your excellent communication and listening skills will be essential in resolving customer enquiries efficiently.RequirementsGood communication and listening...

About Dynamic PlannerWe are at the heart of innovation, working closely with our customers to deliver excellence. Customer satisfaction and retention is key to our success.Our dynamic team strives for continuous improvement, and we're looking for a talented individual to join us as a Customer Support Specialist.Job DescriptionThis role is perfect for someone...

Job SummaryWe are seeking a highly skilled Client Implementation Manager to join our team at Dynamic Planner. As a key member of our delivery team, you will be responsible for delivering client projects from initiation to deployment, ensuring timely and within-budget delivery.Key ResponsibilitiesDevelop and implement project plans, ensuring alignment with...

**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 RoleWe are seeking an experienced Dynamic Planning Content Writer to join our team at Dynamic Planner. As a key contributor to our content marketing efforts, you will be responsible for creating high-quality content that inspires, connects, and drives change.You will work closely with our marketing, product, and design teams to develop and...

Job DescriptionWe are seeking a highly skilled Content Marketing Specialist to join our team at Dynamic Planner. This role is perfect for someone with a passion for storytelling and a knack for creating engaging content that resonates with our audience.In this position, you will be responsible for crafting compelling content that elevates our brand and...

About Dynamic Planner At Dynamic Planner, we have a clear purpose: helping financial advice firms match people with suitable investments solutions. Since we were founded in 2003, we’ve married tech with asset risk modelling to enable that ambition. Our Client Profiling module sets the industry standard, supporting over 2 million UK investors. As the...

About Dynamic Planner At Dynamic Planner, we have a clear purpose: helping financial advice firms match people with suitable investments solutions.Since we were founded in 2003, we've married tech with asset risk modelling to enable that ambition.Our Client Profiling module sets the industry standard, supporting over 2 million UK investors.As the UK's market...

About Dynamic Planner At Dynamic Planner, we have a clear purpose: helping financial advice firms match people with suitable investments solutions. Since we were founded in 2003, we’ve married tech with asset risk modelling to enable that ambition. Our Client Profiling module sets the industry standard, supporting over 2 million UK investors. As the UK’s...

About the RoleWe are seeking a skilled Customer Support Specialist to join our team at Dynamic Planner.The successful candidate will provide exceptional support to our customers, ensuring they have a positive experience with our products and services.Key Responsibilities:Respond to customer inquiries and resolve issues in a timely and professional...

Job SummaryWe are looking for a talented Financial Communications Expert to join our team at Dynamic Planner. As a key member of our marketing team, you will be responsible for creating high-quality content that informs and engages our audience.Your primary responsibility will be to develop and implement a content strategy that aligns with our business...

At Dynamic Planner, we're seeking a talented Content Creation Specialist to join our fast-paced team.About the RoleThis is an exciting opportunity to drive real change by crafting compelling content that inspires and connects with our audience.As a key member of our go-to-market team, you'll collaborate closely with Sales, Customer Success, Product, and...

The team works directly with internal stakeholders and with Asset Managers to risk profile portfolios The team is split in two in terms of activity One part of the team is focused on risk modelling and calculating the initial risk profile of the portfolios The other part of the team reports quarterly on the risk positioning of client portfolio The analyst...

Job Title: Product ManagerJob Summary:We are seeking a skilled Product Manager to join our team at Dynamic Planner. As a Product Manager, you will be responsible for managing technical relations with our partners, advising on possible solutions, and providing a technical point of contact.Key Responsibilities:Manage technical relations with partnersAdvise on...