Senior UX Designer

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

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Role Purpose

To collaborate in concert with the product and implementation teams at Dynamic Planner to ensure the products and services we develop delight and engage our users. Be a key authority on the user experience of our product.

Key Responsibilities

  • Support ongoing projects and initiatives to deliver enhancements and updates in Dynamic Planner
  • Engage in and support customer research to validate designs and feature requests
  • Build and maintain centralised resources to ensure consistency and excellency (components, design system, documentation)
  • Support and mentor the Product Owners to achieve and maintain our high-quality outputs
  • Line management responsibility for the Customer Insight Analyst function at Dynamic Planner, and potential for extension for small UX team.
  • Work with the Business Intelligence Analyst to validate and measure the success of features in Dynamic Planner.

KPIs and Measures

  • Key Stakeholders / Customers happy
  • Feedback from key stakeholders / Customers happy

Key Deliverables

  • Oversight of the UX of product deliverables at Dynamic Planner
  • Curatorship of the Dynamic Planner design system
  • Deliver mockups / prototypes to support product projects

Key Stakeholders

  • Product Team
  • Implementation Team

Competencies (knowledge/skills/experience)

  • Strong visual UX and design skills
  • Ability to work collaboratively on an existing product
  • Experience in documenting and evolving design systems for existing products
  • Experience with a mix of B2B and B2B2C services
  • User and consumer testing to validate ideas
  • Project management, ability to manage own time – inquisitive self starter
  • Strong data visualization skills
  • Facilitation and collaboration
  • Understanding of key web technologies
  • Desirable – experience of working on an internationalised product

Education & Qualifications

  • 3+ years UX experience, ideally in a product / SaaS company
  • Line management experience, or desire to do so
  • Bachelor’s Degree in Computer Science, Statistics, Business Studies, or related field preferred OR relevant experience.
At DP all colleagues are supportive, I was heard and trusted from day 1 and I am grateful for all the support from DP. You can have your bespoke growth path on your career, for me, it was about all about Azure.
Mohammad Reza Pazooki
Senior Developer
I never feel like a number on a spreadsheet. And I love being able to work flexibly. I start my day at 8am. I’m a morning person. That really suits me.
Claire Bull
Product Owner

Tram. Your new app powered by Dynamic Planner

√ Demonstrate ongoing value under Consumer Duty

√ Enable engagement with clients at scale

√ Deliver a meaningful, digital experience

√ Create capacity to grow

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