PlannerPal is an AI-powered platform transforming how financial advice and wealth management are delivered. We help advisers and their teams save time, reduce admin, and deliver better client outcomes by automating meeting notes, documentation, and CRM updates.
Trusted by hundreds of advisory firms, PlannerPal is reshaping the advice industry - improving efficiency, compliance, and data quality across the client journey. The company recently signed enterprise contracts with both a top-10 and a top-5 UK wealth management firm, further establishing its position as a key technology partner in the sector.
Recognised by the Financial Times Adviser as one of the Top 3 AI tools for financial advisers, PlannerPal is a UK-based wealthtech company backed by venture capital investors, with deep experience in financial services, technology, and AI. The platform is scaling rapidly through numerous industry technology partnerships, including a strategic AI partnership with Iress Xplan.
We’re now looking for a Mid/Senior Full-Stack Engineer (Node/Sails + Vue/Nuxt) to join our growing engineering team. You’ll be building intuitive, high-impact tools for financial advisers - everything from AI-powered workflows and document generation to CRM integrations and data intelligence features. This role reports directly to the Chief Product and Technology Officer and offers the opportunity to work closely with the founders at a defining stage in our growth.
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.
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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.
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