Dynamic Planner Information
Contact top employees from
Dynamic Planner
Summary
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 en...Show more
Industries
Financial Services
Headquarters Location
Employees Size
100-200 employees
Specialties
Risk profiling, Risk target managed, Financial planning tools, Fund risk profiling, Cashflow Planning, Risk Profiling Software, Financial Planning Software, Investment Research, Investment Planning, Risk Profiled Investments, Portfolio Review, Financial Advisor Software, IFAs, Asset Managers, SaaS, Software, Fintech
Founded
2003
LEmployees Turnover 2 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Dynamic Planner shows a diverse range of experience levels:
3% have been with the company for less than 1 year15% for 1–2 years12% for 3–4 years15% for 5–7 years10% for 8–10 years44% have over 11 years of service at Dynamic PlannerEx-employees positions
In Company
In New Company
Contact top employees from
Dynamic Planner
Christopher Fussell
Center-Point DC for Walmart
Angela Sharpe
cLERK
Kanchana Devi
Senior Test Analyst (Consultant)
Company Employee
Senior Test Analyst
Company Employee
Enterprise Account Director
Company Employee
Product Owner
Company Employee
Principal Solutions Consultant
Company Employee
Information Technology Operations Manager
Company Employee
Product Owner
Company Employee
People Advisor & Co-ordinator
Company Employee
Investment Risk Manager
Company Employee
Director, Enterprise Development
Company Employee
Head of Psychology & Behavioural Insights
Company Employee
Talent Acquisition Manager
Company Employee
Associate Account Manager
Company Employee
Account Manager
Company Employee
Account Management Team Lead
Company Employee
Senior Content & Communications Executive
Company Employee
Investment risk analyst
Company Employee
Investment Sales Support & Development
Company Employee
Director
Company Employee
Head of Finance
Company Employee
Senior Account Manager
Company Employee
Head of Business Development - Asset Management
Company Employee
Senior UX Designer
Company Employee
Head Actuary
Company Employee
Senior Test Analyst
Company Employee
Senior Software Developer
Company Employee
Principal Developer
Company Employee
Project Manager
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FAQ
The headquarters of Dynamic Planner are located in Reading, United Kingdom.
You can contact Dynamic Planner by phone at 0333 6000 500.
Dynamic Planner currently employs 100-200 people.
