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 wealth tech 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.
The Role;
We’re now looking for a Senior Full-Stack Engineer to bridge PlannerPals application development with a strong background in devops or enterprise-level agentic engineering.
You will focus on:
This role offers the opportunity to work closely with the founders at a defining stage in our growth.
Responsibilities;
Solution design;
Hands-on development;
Infrastructure development;
Technical ownership & continuous improvement;
Key Requirements;
Essentials;
Senior Full Stack Engineer • London, England, United Kingdom
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