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Dynamic Planner career site

Join our team!

Browse our current vacancies below

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!

  • 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

  • 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.

Founded in 2003
Coworkers 127

Already working at Dynamic Planner?

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@dynamicplanner.com