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.