Dynamic Planner

About Dynamic Planner

Dynamic Planner was founded in 2003 and is the UK’s most popular risk profiling and asset allocation investment process. The company offers a set of Software-as-a-Service applications that assist financial advisers in ensuring investment suitability, increasing efficiency, and demonstrating value to their clients.

Career Opportunities

Dynamic Planner provides a dynamic working environment with opportunities for professional growth within the financial technology sector. The company values customer satisfaction and retention, making it an ideal place for individuals passionate about the financial services industry.

• Hybrid work arrangements available
• Focus on professional development and training
• Collaborative and supportive team culture