DYNAMIC PLANNER Salary
Rating of the company
0 ratings
5 reviews
Marlow
C/O MOORCROFTS LLP THAMES HOUSE MERE PARK, DEDMERE ROAD MARLOW SL7 1PB ENGLAND
TIN:
12046006
IT-Services

Earnings on positions in DYNAMIC PLANNER

Earnings on positions in DYNAMIC PLANNER

Average salary in this position
Average salary in this position in the country
sales representative
2083 £
33%
2768 £
writer
3333 £
-17%
2777 £

National average salary

2950 £

Average salary in this company

3055 £

Estimated salary

£ 3333

Median salary at DYNAMIC PLANNER

£ 2083 Lowest salary
£ 3055 The average salary
£ 3750 Highest salary

DYNAMIC PLANNER is looking for employees for positions:

paralegal

Responsibility

  • drafting correspondence and other documentation
  • liaising with internal and external clients to support legal negotiations
  • assist in various aspects of commercial law advisory
  • support with basic administration, e.g. completion of order forms
  • review, negotiate and draft various documents based on standard company templates and guidelines, e.g. NDAs, Amendments, renewals, termination or renewal letters, amendments etc
  • manage, maintain, and develop the company's online contract management system. In particular, ensuring that the register of company contracts and corporate documentation is up to date, stored appropriately and captures key information
  • develop knowledge and understanding of the company and their products and services and build strong relationships with the sales, finance, and operations teams
  • deliver in line with agreed plans and priorities

account manager

Responsibility

  • take responsibility for the successful on-boarding of accounts
  • develop an in-depth understanding of the regulatory requirements impacting our clients
  • ownership of an agreed panel of existing accounts & drive deeper adoption of Dynamic Planner and our Investment Solutions
  • proactively look for SQL opportunities in your panel of accounts & engage with the Sales Team to convert licence opportunities/additional services
  • assist in larger client rollout projects, working with the Sales Team and the Project Manager for optimal delivery and adoption
  • utilise the adoption dashboard to monitor progress in moving your panel of accounts along the adoption curve
  • maintain a high level of call activity. Client engagement will be key to the role & so F2F/Webex will need to be utilised for maximum impact
  • promote best practice solutions internally and externally

Requirements

  • self-motivated with a focus on client engagement via F2F/Webex meetings
  • strong communication/influencing skills
  • ability to liaise with clients and partners to understand their business and how our product supports their activities
  • ability to influence key decision makers
  • first-hand experience of Wealth Management/Financial Planning gained through involvement in an associated business
  • ability to manage client expectations
  • completion/working towards the Diploma in Financial Services or equivalent
  • self-motivated with an exceptional focus on delivery

scrum master

Requirements

  • scrum Master certification would be a bonus
  • good skills and knowledge of facilitation, continuous improvement
  • experience in a Scrum Master role for at least two years for a software development team is a must
  • ability to facilitate workshops and act as a servant leader
  • personal financial advice domain knowledge would be a bonus
  • sharp analytical and problem-solving skills
  • experience in Lean Product Development would be a bonus
  • great communication, presentation and people skills

Responsibility

  • support the Product Owner in planning and prioritising the backlog according to business value
  • key deliverables

sales executive

Responsibility

  • to provide our Asset Manager clients with a first-class service at all times
  • providing proactive Customer Service to Asset Management clients understanding their needs and uncovering opportunities for the Investment Services team
  • regular communication and feedback on behalf of Asset Managers internally to ensure we understand their on-going challenges and flag any issues
  • arranging meetings between Asset Manager Clients, Investment Services and Subject matter expert colleagues when required
  • organising and delivering appropriate and up to date sales collateral to prospective and existing clients
  • you will be given clear targets and expected outcomes which ultimately lead to new business and new clients for Dynamic Planner
  • interact with Asset Managers to ensure the Investment Services we provide to them are delivered to their satisfaction on an ongoing basis
  • the primary point of contact for inbound support calls from Asset Manager clients and triaging to Investment Services team and subject matter expert colleagues

Requirements

  • min A Levels required
  • ability to learn

sales support executive

Responsibility

  • to provide our Asset Manager clients with a first-class service at all times
  • providing proactive Customer Service to Asset Management clients understanding their needs and uncovering opportunities for the Investment Services team
  • regular communication and feedback on behalf of Asset Managers internally to ensure we understand their on-going challenges and flag any issues
  • arranging meetings between Asset Manager Clients, Investment Services and Subject matter expert colleagues when required
  • organising and delivering appropriate and up to date sales collateral to prospective and existing clients
  • you will be given clear targets and expected outcomes which ultimately lead to new business and new clients for Dynamic Planner
  • interact with Asset Managers to ensure the Investment Services we provide to them are delivered to their satisfaction on an ongoing basis
  • the primary point of contact for inbound support calls from Asset Manager clients and triaging to Investment Services team and subject matter expert colleagues

Requirements

  • min A Levels required
  • ability to learn

management accountant

Responsibility

  • financial statement preparation across Group
  • provide cost analysis and business partner with the heads of department to gain insight
  • qualified accountant ACA

business development executive

Responsibility

  • manage Sales Qualified Leads through each stage of the sales funnel to closure
  • reporting back to Head of Business Development SME
  • maintain a level of activity / KPIs
  • organise and deliver successful sales meetings, presentations, and demonstrations to prospective clients
  • the primary source of leads may vary from year to year
  • achieve agreed revenue targets through effective sales, using various methods of communication including phone, MS Teams, social media & email, within your panel
  • flexibility around the hunter/gatherer mentality is key to ensure self-generated leads are obtained
  • A proactive approach to contacting both clients and prospects on your panel is key

Requirements

  • currently hold or studying for a Diploma in Regulated Financial Planning
  • degree & A Levels

it support technician

Working hours

  • full-time

sales support administrator

Working hours

  • part-time | Contract
  • part-time

Language

  • english

Salary

  • salary

Responsibility

  • understand and document the sales processes alongside people and technology
  • to aid reporting using people and technology from all sales and client success team to senior managers and executives
  • to aid reporting using people and technology from all Sales and Client Success team members to senior managers and executives
  • own and create sales collateral for all sales and client success teams working alongside marketing
  • own and create sales collateral for all Sales and Client Success teams working alongside Marketing
  • to aid the sales, marketing and client success / account management process as required from an administration perspective
  • to assist with all presentation and demonstration collateral in a moment by moment basis in each client presentation
  • to assist with all presentation and demonstration collateral in a moment-by-moment basis in each client presentation

Requirements

  • min A levels
  • reading: reliably commute or plan to relocate before starting work

business development consultant

Responsibility

  • manage Sales Qualified Leads through each stage of the sales funnel to closure
  • reporting back to Head of Business Development SME
  • maintain a level of activity / KPIs
  • organise and deliver successful sales meetings, presentations, and demonstrations to prospective clients
  • the primary source of leads may vary from year to year
  • achieve agreed revenue targets through effective sales, using various methods of communication including phone, MS Teams, social media and email, within your panel
  • achieve agreed revenue targets through effective sales, using various methods of communication including phone, MS Teams, social media & email, within your panel
  • flexibility around the hunter/gatherer mentality is key to ensure self-generated leads are obtained

Requirements

  • currently hold or studying for a Diploma in Regulated Financial Planning
  • degree and A Levels
  • degree & A Levels