Technical Solutions Consultant

You'll be responsible for managing technical relations, ensure smooth implementation of new integrations, advocate for improvements within Dynamic Planner and the partners and be part of a great team

Remote details

 Remote friendly (Reading when required and partner sites for meetings).


 REST APIs, Batch Processes, HTTP, Security, OAuth, API and Web Development

What you’ll do day to day:

Dynamic Planner brings together, in one place, all the functionality a financial planner needs to provide great advice. It is under pinned by a great technology platform with seamless integrations to many of the other players in our domain.

As a Technical Solutions Consultant you will manage the relationships with our existing partners as well as shape the new integrations and relationships that are coming down the pipe! Partners range from system integrators, data suppliers and back ends to CRM behemoths and the biggest platforms in the game... and you will be their main point of contact.

You will be optimising and ensuring the smooth running of our integrations and helping partners make the best use of our platform. That will include identifying and resolving problems, providing in depth technical support and guidance, as well as advocating for improvements both within Dynamic Planner and the partners.

Also, key will be ensuring our platform provides the best support for new opportunities… safeguarding Dynamic Planner’s position at the centre of our users’ business. That may be improving the on boarding process for developers, enriching the documentation and samples provided or driving through new features for our partners to access.

 We will be a great match if you:

  • Are based in the United Kingdom.
  • Thrive when working as part of a team to achieve a common goal.
  • Are comfortable working in English.
  • Are organised and can co-ordinate and prioritise work.
  • Have a technical background and a deep understanding of the challenges of getting systems talking to each other
  • Have managed integrations with large providers of investment products and platforms or in-house or outsourced CRM/Back office systems.
  • Excel in an external facing role, providing a soft pair of hands whilst still getting the best solution in place for our users, our partners and us.

 What can you expect working with us?

  • A diverse, fun, enthusiastic team of skilled people.
  • Cross-functional, product-oriented teams.
  • Agile and lean mindset – a collaborative atmosphere where we develop and own our product together.
  • Focus on real people - we base our changes on interviews and research with our users.
  • Opportunity to work with some of the biggest names in the financial domain

 Our tech stack:

  • We host our environment in Azure
  • We integrate with partners through a variety of REST based APIs, batch processes and custom integration applications

 What we offer:

  • Competitive salary & discretionary annual performance related bonus scheme
  • Generous benefits including 25 days holiday with anniversary increase,
  • Personal development budget to help you learn and grow,
  • Health & wellness programme to help you focus on you,
  • Flexible working policy,
  • Pension, Life Assurance, Payday treats and much more!


Additional information

  • Remote status

    Flexible remote

We usually respond within three days

Or, know someone who would be a perfect fit? Let them know!

Dynamic Planner HQ

Sovereign House
RG1 8BT Reading Directions 03336000500

Workplace & culture

While we are a team, first and foremost, at Dynamic Planner – we understand we are all individuals within that wider culture and environment. 

Ultimately, family comes first, which is why each Dynamic Planner team member is fully supported to work flexibly and work remotely where possible. The work-life balance is a two-way street. We find if you give a little, you get a lot back from brilliant and brilliantly committed people.

Learn more about our culture

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