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.
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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