Dynamic Planner is a FinTech company 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
At Dynamic Planner, we pride ourselves on fostering an inclusive and a diverse work culture, where we genuinely care about one another – and work together as and across teams. Yes, we are colleagues in a work setting, but we are also friends, and are there to support and encourage each other when people need it most. We pride ourselves on having the ability and strong team to be able to work remotely whilst still delivering top class service to our clients.
Location: Hybrid / Reading