Dynamic Planner appoints business development sales director

Lee will oversee Dynamic Planner's client success and business development teams, as well as its wider strategic development. Based at the business' headquarters in Reading, the in-house client success team helps advisers and paraplanners deliver their firm's investment process through training sessions based on best practice adoption of Dynamic Planner.  In addition to its telephone support service, Lee's team will support a programme of 42 CPD events for professionals. This aims to ensure firms using Dynamic Planner can meet account managers all over the UK. At AXA, where he spen...