Dynamic Planner is today trusted by thousands of UK financial advisers, helping them engagingly match their clients with suitable investment portfolios. The award-winning software is constantly evolving to reflect latest regulation and how businesses in the profession work.

What is it like helping make that happen, as members of Dynamic Planner’s growing Product, Development and Test teams? What is a typical day like? What is the culture like? What do people like about working at Dynamic Planner? To give you some insight and to help mark International Women’s Day 2022 [Tuesday 8 March], three team members share their experience.

Claire, Senior Product Owner

When did you join Dynamic Planner?

November 2019.

Describe a typical day for you.

In the morning, I usually enjoy a quieter hour of focus before more people start to come online and meetings begin. A typical day could involve a design meeting with other members of the Product team; research calls with existing clients; technical meetings with our developers; and stakeholder discussions for various projects. Aside from meetings, I can often be found creating prototype wireframes, working through analysis, and documenting designs by writing user stories and flow charts, for example. I also regularly help our Client Success team with any product queries they have.

What do you like about working at Dynamic Planner?

I never feel like I am a number on a spreadsheet. Instead, I feel like a valued member of the team. I love being able to work flexibly, insofar as I start my working day at 8am. I’m a morning person and this really suits me. Whilst we all work remotely the majority of the time, I like the way we are kept connected and updated with regular company meetings. And it’s also always fun to anticipate what each month’s payday treat will be!

Nethra, Senior Software Developer

When did you join Dynamic Planner?

April 2020.

Describe a typical day for you.

My day starts with a meeting with my team, discussing what was done the previous day and the pending tasks. Then, the whole day is spent on coding and technical discussions, alongside occasional scrum meetings.

What do you like about working at Dynamic Planner?

Dynamic Planner is a place that continually demands excellence, while still allowing you to experience a healthy and positive work environment.

Tara, Senior Test Analyst

When did you join Dynamic Planner?

September 2020.

Describe a typical day for you.

As a QA Tester, I start my day off checking my messages, reviewing test runs and checking anything urgent that needs dealing with from a quality perspective. After catching up with the team, I’ll usually start working on testing tickets and working with the Developers and Product Owners / Managers to make sure we are all on the same page with what needs to be delivered. Then, I work on designing and creating solid automation, reviewing code and generally working with the QA and wider teams as needed. Each day is different.

What do you like about working at Dynamic Planner?

I like the flexible working and the team dynamics. With flexible working, I can choose to go into the office or work remotely. Also, I’m able to work around my life more than in previous jobs. If I need a slightly longer lunch one day, I’m not chained to my desk. It’s just about being respectful to your team and not taking advantage. In terms of team dynamics, I always feel free to express myself with ideas or suggestions. Everyone is friendly and approachable.

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