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A UK-based wealthtech startup seeks a mid-level full-stack developer to design and build AI-driven tools for financial advisers. Join a collaborative remote-first team, directly impacting product development and company trajectory while enjoying competitive benefits and a transparent work culture.
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PlannerPal
London, United Kingdom
Other
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Yes
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2470cf48e721
4
14.07.2025
28.08.2025
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PlannerPal is the AI assistant built for financial advisers. We’re a UK-based, VC-backed wealthtech start-up on a mission to reshape wealth management with AI-driven tools that save time, reduce admin, and help advisers and their teams focus on their clients.
Our product is already used by hundreds of advisory firms and growing fast.
We’re looking for a mid-level full-stack developer to help us build intuitive, powerful tools for financial advisers - everything from meeting transcription and document generation to CRM updates and AI-powered workflows.
As an early member of the engineering team, you’ll be hands-on with everything from product development to architectural decisions. You’ll work closely with the founding team, contribute to the roadmap, and have a direct impact on the future of the company.
You won’t just be writing code - you’ll be helping reinvent how financial advisers help their clients. You’ll be joining a tight-knit, ambitious team at a moment of rapid growth, with the opportunity to grow your role as we scale.
PlannerPal is the AI-powered workflow platform for modern financial advice and wealth management. We’re on a mission to eliminate admin, improve compliance, and unlock more time for client relationships. Built by industry experts and backed by top-tier fintech investors, we help firms tackle the everyday inefficiencies that distract from advice.
From notetaking and document generation to CRM updates and client insights, PlannerPal automates the work that drags advisers down - all while keeping firms in full control.
Trusted by hundreds of UK firms, PlannerPal is the first strategic AI partner to Iress Xplan, a Microsoft Technology Partner, and deeply embedded within the adviser tech ecosystem - with integrations spanning leading CRMs, Zoom, and Microsoft Teams to power fully connected, automated workflows.
If you’ve ever spent your evening catching up on notes, chasing your CRM, or preparing the same documents over and over again - we built PlannerPal for you.