Dynamic Planner
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 in this country, dramatically…
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…