Dynamic Planner

Location: Hybrid / Reading Role purpose Build relationships that unlock value in the UK financial planning and investment services sector – and own the commercial results. At Dynamic Planner, we’re using technology to transform the way financial advice is orchestrated…

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…

Job Title: Support Desk Representative (12 month FTC) Purpose: We’re the friendly first stop at Dynamic Planner—here to help and keep our clients happy! (Fixed term contract 21st July 2025 21st July 2026) The Customer Support Desk is at the…