Customer Success Manager

Build relationships that unlock value in the UK financial planning and investment services sector - and own the commercial results.

At Dynamic Planner, we're transforming the way financial advice is delivered in the UK through innovative technology, significantly reducing the time required to produce regulated financial plans and expanding access to financial advice for those who need it. In response to the UK government's focus on broadening access to financial advice, we are seeking a Player-manager within our Customer Success team to oversee key client accounts and lead the CSM team within our large business unit. Our goal is to help clients maximize value from our technology and achieve their business objectives.

This role is high-impact and commercially accountable. You will represent Dynamic Planner to major clients in the financial planning, wealth management, and asset management sectors, serving as a trusted advisor, growth partner, and strategic operator.

Join us and become part of a warm, supportive, and innovative team that values its people and their contributions. We foster a welcoming environment from the first interview through onboarding, emphasizing our commitment to employee well-being and organizational impact.

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