Dynamic Planner has appointed Nick Lee as their new Director of Business Development.
Nick had previously been Managing Director of AXA Wealth’s Self Investor business, as well as a senior member of the IFA business. He will oversee Dynamic Planner’s Client Success and Business Development teams and wider strategic development.
Dynamic Planner CEO Ben Goss said: “Dedicated Client Success and Business Development functions are at the heart of our business. Having someone of Nick’s experience and expertise heading up our teams will only lead to a richer experience for the 6,500-strong advisers who rely on us to help ensure their investment suitability. We’re delighted to welcome him on board.”
Nick spent more than a decade at AXA from 2006-17 where he held a number of key positions, including Head of Strategic Partnerships and Head of Corporate Relationships. Prior to this, he led the development of the Professional Edge service from Winterthur – a ground-breaking service which supported firms looking to adopt fee-based advice in advance of RDR.
Nick gained an MBA in business administration and management from the University of Bath in 2003 and is a Fellow of the Chartered Management Institute.
He said: “I am delighted to join Dynamic Planner at such a key and exciting time for the business and the industry. The team here are already implementing ambitious ideas and I’m delighted to be a part of it. Providing an even better and more complete service for our clients is my number one priority.”
Dynamic Planner’s dedicated in-house Client Success team – who are based in Reading at the business’ headquarters – help advisers and paraplanners deliver their firm’s investment process through high-quality training sessions based on best practice adoption of Dynamic Planner.
As well as a full telephone support service, Nick’s team will support a comprehensive UK programme of 42 CPD events for professionals, ensuring firms using Dynamic Planner can meet account managers all over the UK. One-on-one training in advisers’ offices is also proving very popular as MiFID II rules tighten their grip.