Join our team!
Browse our current vacancies below
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Dynamic Planner’s core purpose is helping financial advice firms to match people with suitable portfolios through engaging financial planning. We do this so that people can fund the things that are important to them in life.
We have an exciting 2025 vision and strategy that sees us building our business with great talent as part of a winning organisation. Our team say we are a brilliant place to work with a clear purpose for our people and our clients. We continue to invest in our people and technology – it really is a great time to join us.
Browse our current job openings below.
Join our team!
9 jobs
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Partnership Manager ( working for our charity partner Urban Synergy) 6 month FTC
Dynamic Planner HQ · Hybrid Remote
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Business Development Manager - (Working for our Partner Urban Synergy)
Dynamic Planner HQ · Hybrid Remote
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Customer Success Manager ( 12 month FTC)
Client Success & Account Management · Dynamic Planner HQ · Hybrid Remote
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Head of Operations - Flexible/Hybrid
Operations · Dynamic Planner HQ · Hybrid Remote
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Commercial Contracts Specialist - (Flexibility possible)
Finance · Dynamic Planner HQ · Hybrid Remote
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Marketing Campaign Manager
Marketing · Dynamic Planner HQ · Hybrid Remote
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Revenue Operations Manager
Sales · Dynamic Planner HQ · Hybrid Remote
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Senior Business Development Executive
Sales · Dynamic Planner HQ · Hybrid Remote
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Sales Development Representative
Sales · Dynamic Planner HQ · Hybrid Remote
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Dynamic Planner enables me to develop software to the highest standard and deliver features quickly alongside very talented people. We also have a great flexible working policy promoting healthy work-life balance.
Mark Valdez
Software Developer
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To find a company that has such passion for the products they are selling, and designing is not easy to find, we believe in what we do. This has to be the happiest I have ever been in a job; I feel like I belong, and this has taken me years to find.
Victoria Andrews
Asset Management Support
About Dynamic Planner
Dynamic Planner enables advice firms to match people with suitable portfolios through engaging financial plans. Founded in 2003, it is an end-to-end, risk-based system, using a single definition of risk to ensure nothing is lost in translation in the planning and advice process.
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