PlannerPal

• Own the design for key features of our solutions • Organise and manage the work of a small squad of engineers • Ensure that coding and testing standards are upheld • Own the end-to-end solution design for new features within a defined architecture framework • Make pragmatic decisions about trade-offs (scope, performance, scalability, security) in a fast-moving environment. • Act as the day-to-day technical and delivery lead for a squad of engineers • Define and manage the work: break down Product Requirement Documents and user stories into clear tasks, estimate effort, set priorities and timelines, and track progress to ensure on-time delivery. • Run or participate in ceremonies (stand-ups, planning, reviews) to keep work aligned and unblock issues quickly. • Take ownership of complex or high-impact pieces of work, especially where the architecture, integrations or performance considerations are non-trivial. • Design, build and optimise the journeys of our service using our tech stack: Backend: Python Frontend: React + Flutter Data / Infra: Postgres, AWS (S3, ECS etc.) • Write high-quality, testable code and contribute to our continuous integration and deployment pipelines. • Take ownership of technical design as part of a small, fast-moving team. • Help evolve our platform architecture for performance, resilience, observability and security as we scale. • Identify and drive improvements to developer experience, tooling and internal processes (e.g. testing, release, monitoring, on-call), in collaboration with both in-house and outsourced engineers.

Role Description We’re now looking for a Lead Full-Stack Engineer to take ownership of solution design and lead delivery across a distributed engineering setup. - Own the design for key features of our solutions - Organise and manage the work of a small squad of engineers - Ensure that coding and testing standards are upheld This role offers the opportunity to work closely with the founders at a defining stage in our growth. Responsibilities - Solution design: - Own the end-to-end solution design for new features within a defined architecture framework - Make pragmatic decisions about trade-offs (scope, performance, scalability, security) in a fast-moving environment - Delivery leadership: - Act as the day-to-day technical and delivery lead for a squad of engineers - Define and manage the work: break down Product Requirement Documents and user stories into clear tasks, estimate effort, set priorities and timelines, and track progress to ensure on-time delivery - Run or participate in ceremonies (stand-ups, planning, reviews) to keep work aligned and unblock issues quickly - Hands-on development: - Take ownership of complex or high-impact pieces of work, especially where the architecture, integrations or performance considerations are non-trivial - Design, build and optimise the journeys of our service using our tech stack: - Backend: Python - Frontend: React + Flutter - Data / Infra: Postgres, AWS (S3, ECS etc.) - Write high-quality, testable code and contribute to our continuous integration and deployment pipelines - Technical ownership & continuous improvement: - Take ownership of technical design as part of a small, fast-moving team - Help evolve our platform architecture for performance, resilience, observability and security as we scale - Identify and drive improvements to developer experience, tooling and internal processes (e.g. testing, release, monitoring, on-call), in collaboration with both in-house and outsourced engineers Qualifications - Degree in Computer Science or related developer education (e.g. a reputable coding bootcamp) or equivalent practical experience - 7+ years’ experience designing, developing, shipping and maintaining backend applications using Python and front-end web applications using modern JavaScript frameworks (ideally React.js), including operating at lead level - Proven experience leading a squad’s work– including planning and prioritising work, running ceremonies/stand-ups, reviewing output, and ensuring on-time, high-quality delivery across time zones - Strong experience working with both Python and React, and some experience working with AWS hosting/back-end services - Significant experience using agentic coding tools - Experienced in designing, building and maintaining automated tests and contributing to CI pipelines - Has worked with other developers in an agile set-up (e.g. sprints, stand-ups, retros) - Experienced in debugging and fixing live incidents in time-pressured situations, and in improving systems/processes to prevent recurrences - Experience of working with continuous deployment pipelines (you don’t have to build everything yourself, but should be comfortable working within and improving such setups) - Strong understanding of industry trends and development best practices– especially regarding security, application performance and scalability - Has a strong sense of ownership, attention to detail and the ability to work independently with a team-oriented work ethic - Strong communication skills for effective teamwork and collaboration, and confidence interacting with customers and partners in a technical leadership capacity - Is proactive, initiates improvements, and offers assistance even without being asked - Comfortable in using AI code development tooling - Right to work in the UK Requirements - Experience in B2B SaaS, ideally in fintech, wealth tech or other regulated industries - Experience integrating with CRM systems and/or financial platforms - Exposure to observability and monitoring tools (e.g. logging, metrics, tracing) Benefits - Competitive salary + employee share options - Remote-first work environment (UK-based team) with a collaborative team culture - Regular team meet-ups to foster team synergy and alignment - Work directly with the founding team – your leadership and decisions will have a visible, measurable impact - An open, transparent work environment where your voice is valued and your contributions directly shape the company’s trajectory - Clear growth path: as the business scales, you’ll have opportunities to expand your scope, ownership and influence

Location: Remote (United Kingdom) Role Type: Full-time Employee About PlannerPal PlannerPal is an AI-workflow platform for modern financial advice and wealth management. We help financial advisers and wealth management firms save time, reduce administrative burden, and deliver better client outcomes by automating core adviser workflows, including meeting notes, client documentation, and CRM updates. By structuring insights from client meetings and documents and writing them back into adviser systems with full auditability and adviser control, PlannerPal improves data quality, supports consistent and compliant advice delivery, and enables firms to operate more efficiently at scale. PlannerPal is trusted by hundreds of UK advisory and wealth firms, collectively overseeing more than £150bn of client assets. We work with firms ranging from progressive regional practices to some of the UK’s largest wealth managers, and have recently signed multiple enterprise agreements with top UK wealth management firms and adviser networks. PlannerPal integrates with multiple industry technology providers, including four leading UK adviser CRMs, and is the strategic AI partner of Iress Xplan. Through deep integrations, PlannerPal embeds directly into adviser workflows, ensuring strong adoption, governance, and reliability. PlannerPal has been recognised by FT Adviser as one of the Top 3 AI tools for financial advisers in 2025 and is a winner of the FT Adviser Five Star Service Award 2025. This is an opportunity to join a fast-growing UK wealthtech company at a pivotal stage of growth. Tasks Customer Support & Issue Resolution - Act as the first line of support for client queries across the PlannerPal platform - Triage, diagnose, and resolve user issues efficiently, escalating where required - Work closely with internal teams (Product, Engineering, Customer Success) to ensure timely resolution - Maintain high-quality communication with clients, ensuring clarity and responsiveness Automated Support System Ownership - Own and manage PlannerPal’s automated customer support systems (including AI-driven support tools) - Continuously improve automated responses, workflows, and support processes - Identify opportunities to reduce manual support through automation and optimisation - Monitor support performance metrics and suggest improvements Client Experience & Operations - Support the wider Customer Success team in delivering a smooth client experience - Help maintain internal documentation, support materials, and knowledge bases - Assist in onboarding support activities and user access queries Sales & Business Development Support - Provide administrative support to Sales and Business Development teams - Assist with CRM updates, data entry, and maintaining accurate records - Support coordination of meetings, demos, and client communications - Help ensure smooth internal processes across the commercial function Requirements Core Domain Knowledge - Understanding of financial advice processes and adviser workflows - Familiarity with CRM systems used in financial advice, particularly Iress Xplan - Awareness of working within FCA-regulated environments Experience - Experience in customer support, client services, or operations - Background working in a wealth management firm (e.g. adviser support, admin, paraplanning support) or supporting financial services clients in a technology business - Experience handling client queries in time-sensitive or high-pressure environments - Experience using CRM systems and managing client data Desired Experience - Experience working in a fast-paced start-up or scale-up environment - Exposure to AI tools, automation, or digital platforms - Experience supporting sales or business development teams - Familiarity with support ticketing systems or knowledge base tools Skills & Attributes - Strong problem-solving skills and ability to troubleshoot issues quickly - Excellent communication skills, both written and verbal - High attention to detail, particularly when handling client data and documentation - Ability to prioritise effectively and manage multiple requests simultaneously - Proactive and organised, with a strong sense of ownership - Comfortable working in a fast-moving environment where processes are evolving Benefits - Competitive salary + pension + employee share options - Remote-first work environment (UK-based team) - Regular team meet-ups to foster collaboration and culture - Transparent, open environment where your voice is valued - Opportunity to grow into broader Customer Success or Operations roles as we scale - Fast-growing start-up environment We’re a UK-based, remote-first team guided by principles that shape how we work together and with our customers: - Celebrate Individuals, Build as a Team - Focus on Foresight, Not Just Speed - Be Human, Not Perfect - Feedback is a Gift - Believe in Each Other - Grow Together - Build with Boldness - Customers First, Always Why Join Us? You’ll be at the front line of how clients experience PlannerPal, playing a key role in ensuring our platform delivers real value to financial advisers and their clients. As part of a fast-growing team, your work will directly influence client satisfaction, retention, and the overall success of the business. If this sounds like the kind of environment where you’d thrive, we’d love to hear from you. Interested? Send your CV and a short note on why you’re excited about our mission, along with your relevant experience. We review every application carefully.

Location: Remote (United Kingdom) Role Type: Full-time Employee About PlannerPal PlannerPal is an AI-workflow platform for modern financial advice and wealth management. We help financial advisers and wealth management firms save time, reduce administrative burden, and deliver better client outcomes by automating core adviser workflows, including meeting notes, client documentation, and CRM updates. By structuring insights from client meetings and documents and writing them back into adviser systems with full auditability and adviser control, PlannerPal improves data quality, supports consistent and compliant advice delivery, and enables firms to operate more efficiently at scale. PlannerPal is trusted by hundreds of UK advisory and wealth firms, collectively overseeing more than £150bn of client assets. We work with firms ranging from progressive regional practices to some of the UK’s largest wealth managers, and have recently signed multiple enterprise agreements with top UK wealth management firms, as well as a national adviser network, establishing PlannerPal as a trusted technology partner across the sector. PlannerPal integrates with multiple industry technology providers, including four leading UK adviser CRMs, and is the strategic AI partner of Iress Xplan. Through deep, bidirectional integrations, PlannerPal embeds directly into advisers’ existing workflows, ensuring strong adoption, governance, and enterprise-grade reliability. PlannerPal has been recognised by FT Adviser as one of the Top 3 AI tools for financial advisers in 2025, and is a winner of the FT Adviser Five Star Service Award 2025. Backed by venture capital investors and built by a team with deep expertise in financial services, technology, and AI, the company is scaling rapidly through strategic industry partnerships. This is an opportunity to join a fast-growing UK wealthtech company at a pivotal stage of growth, helping to make financial advice faster, smarter, and more scalable for advisers and their clients. Tasks Implementation Ownership & Delivery - Own end-to-end implementation of PlannerPal within enterprise clients - Lead complex onboarding programmes, including client migrations and novations - Act as the primary point of contact during implementation, accountable for timelines, delivery, and outcomes - Deliver a seamless “welcome to PlannerPal” experience, removing barriers to adoption Workflow & Process Transformation - Analyse existing adviser workflows and design improved, scalable processes using PlannerPal - Embed PlannerPal into client operating models, ensuring alignment with compliance and governance requirements - Support firms in standardising and optimising advice processes across teams Training & Enablement - Deliver training on the platform to external users, including advisers, paraplanners, and operations teams - Contribute to and deliver the webinar training programme - Develop enablement materials and best practices to support ongoing adoption Strategic & Commercial Support - Support new business opportunities by contributing to implementation planning and demonstrating value delivery - Work closely with Strategic Partnerships and Sales teams on enterprise deals and rollouts - Support key strategic partnerships, including involvement in new business and expansion initiatives Data, Insights & Optimisation - Use MI to analyse adviser platform usage and identify opportunities to improve adoption and outcomes - Provide actionable insights to clients on how to maximise value from PlannerPal - Continuously refine implementation playbooks based on client outcomes Product & Quality - Feed client insights into product development and roadmap discussions - Support QA testing of new features and releases to ensure enterprise readiness - Ensure platform outputs align with real-world adviser workflows and regulatory expectations Requirements Core Domain Knowledge Strong understanding of: - Suitability reports and advice documentation - End-to-end advice workflows and processes - Adviser–client interactions and meeting lifecycle - CRM systems used in financial advice, particularly Iress Xplan - FCA-regulated environments Experience - Experience in business process analysis, process improvement, or project delivery - Background in financial advice, paraplanning, adviser support, or wealth technology is strongly preferred - Experience owning client onboarding, implementation, or change management initiatives - Exposure to product pilots, trials, or early-stage rollouts within enterprise client environments - Experience working in a consultancy, implementation, or client-facing delivery role is a plus Desired Experience - Exposure to a start-up or scale-up environment - Experience working with AI tools or digital platforms - Familiarity with embedding new technology into existing operational workflows - Experience working with enterprise or large advice firms Skills & Attributes - Ability to quickly understand and adapt to different firms’ processes, structures, and requirements - Exceptional organisation, with the ability to manage multiple implementations, pilots, and clients simultaneously - Confidence running client calls, product demos, and training sessions - Strong attention to detail, particularly around documentation, data accuracy, and regulatory nuance - Commercial awareness and understanding of how successful implementation drives adoption, retention, and growth - Strong communication and presentation skills, both in-person and remote - Comfort operating in fast-moving, ambiguous environments where processes are still evolving Benefits - Competitive salary + pension + employee share options - Remote-first work environment (UK-based team) - Regular team meet-ups to foster collaboration and culture - Transparent, open environment where your voice is valued - Opportunity to grow into senior roles as we scale - Fast-growing start-up environment We’re a UK-based, remote-first team guided by principles that shape how we work together and with our customers: - Celebrate Individuals, Build as a Team - Focus on Foresight, Not Just Speed - Be Human, Not Perfect - Feedback is a Gift - Believe in Each Other - Grow Together - Build with Boldness - Customers First, Always Why Join Us? You won’t just support users - you’ll help transform how financial advice is delivered. As part of a tight-knit, ambitious team in a period of rapid growth, your work will directly shape the future of financial planning in the UK. If this sounds like the kind of environment where you’d thrive, we’d love to hear from you. Interested? Send your CV, along with a short note on why you’re excited about our mission and your relevant experience. We review every application carefully.