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 reducing the time it takes to deliver a regulated financial plan, opening up access to financial advice to those that need it. Simultaneously the UK government is prioritising widening the access to financial advice for all. To support the growing demand for financial advice and the tech that underpins it, we’re now looking for a Player-manager in our Customer Success organisation – to take ownership of the clients and CSM team who form the large business unit. Our mission is to help them unlock maximum value from our tech and achieve their business goals.
This is a high-impact, commercially accountable role. You’ll be the face of Dynamic Planner to key accounts in the financial planning and wealth management sectors, as well as the asset management sector, acting as a trusted advisor, growth partner, and strategic operator.

EDUCATION & QUALIFICATIONS

• First-hand experience of wealth management/financial planning sector
• Track record of key account engagement and influencing at all organisational levels
• Managed the rollout and adoption of software solutions across organisations – preferred but not essential
• Knowledge and understanding of financial planning tools, front office and back office systems
• A working knowledge of regulatory matters that impact adviser firms and Dynamic Planner solutions
  Starting a new position can be nerve-racking, however, from the very first interview through to joining the team I have felt nothing but relaxed and welcome. Dynamic Planner are such a warm, happy, and helpful group of people that I settled in so quickly and never looked back. It’s a company that genuinely care about its people, they make me feel valued and I’m so grateful to be part of the family.
  Sam Hinde
  Client Success Associate
  Each time I interacted with Dynamic Planner, I felt more eager to succeed on my application and secure my role. I haven’t been let down! From hybrid working to employee perks, Dynamic Planner makes me feel valued. I’m proud to be a part of an organisation that is so forward-thinking and aspirational because of the product and service. The cherry on top is the contribution Dynamic Planner makes in the background to deserving causes. Contributions to charities, quarterly tree plantings for each employee, and the organization’s carbon neutral status demonstrate that it is concerned not only with the here and now but also with the long term.
  Emma Fuller
  Telephone Account Manager

Please refer the Job description for details