Dynamic Planner
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About Dynamic Planner

Dynamic Planner is the UK’s most widely used risk profiling and asset allocation investment process and enjoys an enviable position of market and thought leadership in services to independent financial advisers. Our services are used by thousands of advisers to help ensure investment suitability by providing a fintech process that makes them more – 
Another fun social night outPub quiz!Time to celebrate our team successSupporting Eng at the recent RWC
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Join our team!

We are fortunate to have an enviable location in the heart of the Thames Valley, allowing us to attract some of the best talent to continue our success story. Enabling you to shine and grow as the company grows. Everyone is treated as an individual and there are lots of opportunities to enhance your career, which is supported by your individual personal development plan. Regular social activities take place to enable us all to get to know one another better and have some fun along the way.

Our company kick off event

It is important to have trust in your team members, our kick off team building exercises allowed us to showcase this and have fun

Giving back

Many of us are passionate about raising money, supporting and creating awareness of worthy causes that are close to our hearts. We have recently taken part in the following activities: *Macmillan Coffee Morning *Supporting Readibank *Collecting Christmas presents for the Children who will spend their Christmas in Reading's Royal Berkshire Hospital Childrens Ward. *Running a number of different activities to support Launchpad, a local charity in Reading *Trees for life *Children in Need and many more!