PlannerPal
Location: Remote (United Kingdom) Role Type: Full-time Team: Engineering 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-10 UK wealth management firms, as well as a national adviser network, establishing PlannerPal as a trusted technology partner across the sector. The platform 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 Design, build and optimise the core journeys of our service for advisers and colleagues - including user authentication, meeting recording and transcription, management of user preferences, and integration with 3rd party software tools used by advice firms (e.g. CRM systems, Microsoft Office, corporate SSO providers) Collaborate closely with the wider engineering team to deliver production-ready features that improve adviser productivity and client experience Write high-quality, testable code and contribute to continuous integration and deployment pipelines Take ownership of technical design and architectural decisions as part of a small, fast-moving team Technology stack - Node back-end, Vue/React front-end, MongoDB, AWS infrastructure Requirements Degree in Computer Science or STEM subject 1+ years experience of designing, developing, shipping and maintaining backend applications using Node.js and front-end web applications using modern javascript frameworks (ideally Vue and React) Hands on experience working with Typescript Experience working with databases, and infrastructure services Desirable working with MongoDB Desirable working with AWS (e.g. Cognito, S3, SES) Has worked with other developers in an agile set-up Experienced in debugging and fixing live incidents in a time-pressured situation Working on ticket based tasks, in an agile environment Experience of building both front end and backend code to complete tickets Precisely match Figma design Matching design standards and code patterns Writing unit/e2e tests Suggest improvements to code/infrastructure/practices etc - (we always want to improve) Has a strong understanding of industry trends and development best practices Has a strong sense of ownership, attention to detail and the ability to work independently and find solutions with a team-oriented work ethic (You will be well supported, but we want someone who can take initiative) Has strong communication skills for effective teamwork and collaboration Is proactive, initiates, is well organised and offers assistance, even without being asked 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 contributions 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 role and influence Intro chat (30 mins) - with the Lead Engineer for core journeys. Simple take home task (Front End or Backend leaning options) Technical interview with task review Coding case study with Chief Product and Technology Officer (no prep required) Final chat - with a peer engineer. Reference interviews - we insist on at least two Decisions typically within 7 days. 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 be writing code - you'll be helping reinvent how financial advisers and wealth managers serve their clients. You'll join an ambitious team during a period of rapid growth, where every contribution matters and every line of code moves the product forward. If this sounds like the kind of environment where you'd thrive, we'd love to see your application.
Location: Remote (United Kingdom) Role Type: Full-time Team: Engineering 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-10 UK wealth management firms, as well as a national adviser network, establishing PlannerPal as a trusted technology partner across the sector. The platform 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 Design, build and optimise the core journeys of our service for advisers and colleagues - including user authentication, meeting recording and transcription, management of user preferences, and integration with 3rd party software tools used by advice firms (e.g. CRM systems, Microsoft Office, corporate SSO providers) Collaborate closely with the wider engineering team to deliver production-ready features that improve adviser productivity and client experience Write high-quality, testable code and contribute to continuous integration and deployment pipelines Take ownership of technical design and architectural decisions as part of a small, fast-moving team Technology stack - Node back-end, Vue/React front-end, MongoDB, AWS infrastructure Requirements Degree in Computer Science or STEM subject 1+ years experience of designing, developing, shipping and maintaining backend applications using Node.js and front-end web applications using modern javascript frameworks (ideally Vue and React) Hands on experience working with Typescript Experience working with databases, and infrastructure services Desirable working with MongoDB Desirable working with AWS (e.g. Cognito, S3, SES) Has worked with other developers in an agile set-up Experienced in debugging and fixing live incidents in a time-pressured situation Working on ticket based tasks, in an agile environment Experience of building both front end and backend code to complete tickets Precisely match Figma design Matching design standards and code patterns Writing unit/e2e tests Suggest improvements to code/infrastructure/practices etc - (we always want to improve) Has a strong understanding of industry trends and development best practices Has a strong sense of ownership, attention to detail and the ability to work independently and find solutions with a team-oriented work ethic (You will be well supported, but we want someone who can take initiative) Has strong communication skills for effective teamwork and collaboration Is proactive, initiates, is well organised and offers assistance, even without being asked 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 contributions 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 role and influence Intro chat (30 mins) - with the Lead Engineer for core journeys. Simple take home task (Front End or Backend leaning options) Technical interview with task review Coding case study with Chief Product and Technology Officer (no prep required) Final chat - with a peer engineer. Reference interviews - we insist on at least two Decisions typically within 7 days. 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 be writing code - you'll be helping reinvent how financial advisers and wealth managers serve their clients. You'll join an ambitious team during a period of rapid growth, where every contribution matters and every line of code moves the product forward. If this sounds like the kind of environment where you'd thrive, we'd love to see your application.