PlannerPal is a UK-based, VC-backed wealthtech start-up dedicated to transforming wealth management through innovative AI-driven tools designed specifically for financial advisers. With a mission to streamline operations, reduce administrative burdens, and enhance client focus, PlannerPal's products are already utilized by hundreds of advisory firms and are rapidly expanding. As a member of the engineering team, you will play a crucial role in developing intuitive tools that include features like meeting transcription, document generation, and AI-powered workflows, while collaborating closely with the founding team to shape the product roadmap and influence the company's future.
Join PlannerPal as a Customer Success Executive to enhance client engagement and drive the adoption of our AI-driven wealth management platform.
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