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.

Job Title: Customer Service ~ Booking Hotels | Work From Anywhere Job Type: Flexible Schedule | Remote Work About Us: We are a trusted travel planning company specializing in personalized vacations, hotel accommodations, cruises, and group travel. We’re committed to delivering excellent customer service and helping travelers create unforgettable experiences around the world. Position Overview: We are looking for friendly, detail-oriented individuals to join our team as Customer Service Representatives focused on hotel bookings. In this remote role, you will assist clients with researching, planning, and securing hotel accommodations that fit their preferences and needs. This position is ideal for those who enjoy helping people, love travel, and thrive in a virtual work environment. Comprehensive training and ongoing support are provided to help you succeed. Key Responsibilities: ~ Assist clients in selecting and booking hotel accommodations ~ Provide accurate information on hotel amenities, pricing, and availability ~ Respond promptly and professionally to client inquiries via phone, email, or online chat ~ Maintain detailed and accurate records of client interactions and bookings ~ Collaborate with team members to ensure seamless client experiences ~ Stay updated on hotel offerings, travel trends, and industry changes ~ Attend virtual training sessions and team meetings Requirements: ~ Strong communication and customer service skills ~ Friendly, professional demeanor and positive attitude ~ Comfortable working independently and managing time effectively ~ Basic computer skills and a reliable internet connection ~ Interest in travel and helping clients plan memorable stays ~ Previous experience in customer service, hospitality, or sales is a plus but not required What We Offer: ~ Flexible, remote work environment ~ Full training and access to industry resources and tools ~ Supportive team culture and mentorship ~ Income-earning possibilities based on performance ~ Exclusive travel discounts and perks through industry partners ~ Personal and professional development opportunities Excited to help clients book amazing hotel stays? Apply today and become part of the team! $40,000 - $70,000 a year

Job Title: Remote Customer Service Representative – Hotel Bookings About Us: We are a trusted travel planning company specializing in personalized vacations, hotel accommodations, cruises, and group travel. We’re committed to delivering excellent customer service and helping travelers create unforgettable experiences around the world. Position Overview: We are looking for friendly, detail-oriented individuals to join our team as Customer Service Representatives focused on hotel bookings. In this remote role, you will assist clients with researching, planning, and securing hotel accommodations that fit their preferences and needs. This position is ideal for those who enjoy helping people, love travel, and thrive in a virtual work environment. Comprehensive training and ongoing support are provided to help you succeed. Key Responsibilities: Assist clients in selecting and booking hotel accommodations Provide accurate information on hotel amenities, pricing, and availability Respond promptly and professionally to client inquiries via phone, email, or online chat Maintain detailed and accurate records of client interactions and bookings Collaborate with team members to ensure seamless client experiences Stay updated on hotel offerings, travel trends, and industry changes Attend virtual training sessions and team meetings Requirements: Strong communication and customer service skills Friendly, professional demeanor and positive attitude Comfortable working independently and managing time effectively Basic computer skills and a reliable internet connection Interest in travel and helping clients plan memorable stays Previous experience in customer service, hospitality, or sales is a plus but not required What We Offer: Flexible, remote work environment Full training and access to industry resources and tools Supportive team culture and mentorship Income-earning possibilities based on performance Exclusive travel discounts and perks through industry partners Personal and professional development opportunities Excited to help clients book amazing hotel stays? Apply today and become part of the team! $40,000 - $70,000 a year

Job Title: Customer Service – Booking Hotels | Work From Home Job Type: Flexible Schedule | Remote Work About Us: We are a trusted travel planning company specializing in personalized vacations, hotel accommodations, cruises, and group travel. We’re committed to delivering excellent customer service and helping travelers create unforgettable experiences around the world. Position Overview: We are looking for friendly, detail-oriented individuals to join our team as Customer Service Representatives focused on hotel bookings. In this remote role, you will assist clients with researching, planning, and securing hotel accommodations that fit their preferences and needs. This position is ideal for those who enjoy helping people, love travel, and thrive in a virtual work environment. Comprehensive training and ongoing support are provided to help you succeed. Key Responsibilities: Assist clients in selecting and booking hotel accommodations Provide accurate information on hotel amenities, pricing, and availability Respond promptly and professionally to client inquiries via phone, email, or online chat Maintain detailed and accurate records of client interactions and bookings Collaborate with team members to ensure seamless client experiences Stay updated on hotel offerings, travel trends, and industry changes Attend virtual training sessions and team meetings Requirements: Strong communication and customer service skills Friendly, professional demeanor and positive attitude Comfortable working independently and managing time effectively Basic computer skills and a reliable internet connection Interest in travel and helping clients plan memorable stays Previous experience in customer service, hospitality, or sales is a plus but not required What We Offer: Flexible, remote work environment Full training and access to industry resources and tools Supportive team culture and mentorship Income-earning possibilities based on performance Exclusive travel discounts and perks through industry partners Personal and professional development opportunities Excited to help clients book amazing hotel stays? Apply today and become part of the team! $40,000 - $70,000 a year