Dynamic Planner have a clear purpose: helping financial advice firms match people with suitable investments solutions. Since we were founded in 2003, we’ve married tech with asset risk modelling to enable that ambition. Our Client Profiling module sets the industry standard, supporting over 2 million UK investors.
As the UK’s market leading digital financial planning and advice platform, advisers use us to gain information about their clients, to calculate their appetite for risk, to analyse their financial situation, to match them with suitable investment opportunities and enable them to fund the life they want. Coupled with Investment Services to help asset managers design, profile and target investment solutions we have a completeness of offering which sets us apart.
We are engaged and passionate about designing and delivering great products, services and experiences for clients and colleagues. With multiple platform and customer awards we are proud to add the 2024 PIMFA Diversity and Inclusion award which recognises our inclusive culture, one which enables talent to be recognised and promoted, and allowing people to bring their whole selves to work.
Rating Reviews
Rating is calculated based on
2
reviews and is evolving.
Pros: The work flexibility at Dynamic Planner is a major highlight. As a Head of Demand Generation, I've benefited significantly from hybrid work arrangements and the autonomy to manage my own hours. This empowers the marketing team to deliver results efficiently while maintaining a good work-life balance, which is excellent for a senior role in the competitive FinTech industry. I've also found the collaborative environment very supportive, with ample opportunities for continuous learning and career
Cons: While the overall work flexibility is strong, there are periods of intense workload, particularly during major product launches or critical campaign deadlines. This can sometimes strain the benefits of flexible hours, as the pressure to deliver is high. Additionally, improving internal communication across different departments could further streamline project execution and reduce some last-minute crunch periods for the demand generation team, making the workflow even more predictable.
Advice to Management: Consider enhancing inter-departmental communication frameworks and potentially reviewing resource allocation during peak project times to ensure flexible working remains truly sustainable for all, even at senior levels.
Show more
Pros: The hybrid work model is a real plus. You get two days working from the Reading office, which is fine, and then three days remote. This flexibility really helps manage personal stuff for a mid-sized fintech company.
Cons: Sometimes project deadlines for the financial planning software can get tight, pushing hours a bit. It's not constant, but some weeks as a Software Engineer, you're definitely putting in extra time.
Advice to Management: Try to manage project scope better so the crunch times aren't so bad, especially for development teams.
Show more
What is Dynamic Planner's policy on remote or hybrid work for roles like software developers in the financial technology sector?
Dynamic Planner offers a hybrid working model, allowing flexibility for employees in roles such as software development. While specific arrangements can vary by team, many find it balances in-office collaboration with remote work effectively.
What is the day-to-day working culture like for a software developer at Dynamic Planner?
The culture at Dynamic Planner fosters collaboration, particularly within development teams. You'll find a focus on agile methodologies and a commitment to delivering high-quality financial planning software solutions. Opportunities for learning and contributing to innovative projects are common.
UK
