Dynamic Planner enables advice firms to match people with suitable portfolios through engaging financial plans. Founded in 2003, it is an end-to-end, risk-based system, using a single definition of risk to ensure nothing is lost in translation in the planning and advice process.
Due to our growth ambitions and desire to be easy to do business with we have created this brand-new role to lead our Operations & Risk function with a focus on continuous improvement, ensuring our operational processes provide a competitive advantage and drive efficiency.
This is a highly visible and impactful role driving a focus to develop and execute the company’s operational strategy. Key aspects of the role include:
Operations Management
* Lead and oversee all aspects of day-to-day operations, ensuring efficiency, scalability, and alignment with organisational goals.
Risk Management
* Take ownership of the Risk portfolio and a senior level supporter and continuous embedder of our respected ISO certification throughout the company (led by our Head of IT Ops).
Continuous Improvement
* Drive initiatives to map and enhance existing business processes. Identify areas for improvement within the organisation, implementing solutions to enhance overall efficiency. Foster a culture of continuous improvement within the team and organisation.
OKR Process Management
* Oversee the implementation and management of the OKR (Objectives and Key Results) process, aligning it with organisational goals. Ensure effective communication and tracking of OKRs across departments.
Salesforce Optimisation
* Collaborate with the business to evaluate and leverage the full capabilities of the Salesforce platform. Lead efforts to adapt and optimise business processes in alignment with Salesforce updates and changes.
Meeting Facilitation
* Facilitate and chair “head of” level meetings, ensuring effective communication and collaboration among senior leadership. Drive the development and implementation of meeting cadences that enhance decision making and operational efficiency.
Leadership and Collaboration
* Collaborate with the Head of Finance, Chief People Officer, and other department heads to align operational efforts with financial and human resources strategies. Provide leadership and mentorship to the Operations & Risk Team, fostering a high-performance culture.
Reporting to our CFO this role would suit an ambitious individual who is keen to make a difference and has the energy, desire and previous experience to help transform and maximize the value and capabilities of our operating systems.
A player/manager role where you can get into the detail but also strategize, comfortable with Technology, Risk Management and Performance Management.
Previous experience in a scaling SaaS company who have been through a similar journey will be a key advantage. Competencies include:
Leadership
* Ability to lead, motivate, and inspire teams to achieve operational excellence.
Analytical Thinking
* Strong analytical skills to assess and improve business processes.
Collaboration
* Proven ability to work collaboratively across departments to achieve common goals.
Adaptability
* Ability to adapt to changing priorities and drive positive change within the organisation.
Communication
* Excellent communication skills, both verbal and written, to convey complex information effectively.
About Dynamic Planner:
We have a core product that is configured and used by thousands of financial advisers. Our purpose through our software and services is to help advice firms match people with suitable solutions through engaging financial planning – so people can fund the life they want!
Dynamic Planner was founded in 2003 and is the UK’s most popular risk profiling and asset allocation investment process. It is used by thousands of advisers to ensure investment suitability, increase efficiency, and demonstrate value to their clients. Dynamic Planner is an industry-leading set of Software-as-a-Service applications used by financial advisers. Advisers use Dynamic Planner to gain information about their clients, calculate their appetite for risk, analyse their financial situation, and match them with suitable investment opportunities.