PlannerPal Jobs in United Kingdom

Location: Remote (United Kingdom)Role Type: Full-timeTeam: Engineering · 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 ...

We're now looking for an AI Engineer to build applications using large language models and traditional programming languages (notably Python). It will also involve you working with other parts of our stack (Mongo DB, Node, various AWS services). · ...

Location: Remote (United Kingdom)Role Type: Full-time EmployeeTeam: Customer Success · 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 administrati ...

A fast-growing UK wealthtech company is seeking a Customer Success Executive to manage client onboarding and drive platform adoption. The ideal candidate will have 1-5 years of experience in financial advice or adviser technology, with strong CRM skills. In this remote role, you' ...

We help financial advisers and wealth management firms save time by automating core adviser workflows. · Design build optimise the core journeys of our service for advisers colleagues user authentication meeting recording transcription management of user preferences integration w ...

A fast-growing UK wealthtech company is seeking a Customer Success Executive to manage client onboarding and drive platform adoption. The ideal candidate will have 1-5 years of experience in financial advice or adviser technology, with strong CRM skills. In this remote role, you' ...

Location: Remote (United Kingdom) · Role Type: Full-time · Team: Engineering · 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 burde ...

We help financial advisers and wealth management firms save time, reduce administrative burden, and deliver better client outcomes by automating core adviser workflows. · PlannerPal is an AI-workflow platform for modern financial advice and wealth management. · ...

The Customer Success Executive will own onboarding, drive adoption, and partner across teams to ensure every adviser gets the most from our platform. · Own the onboarding process and ensure new clients see immediate value · ...

The role is ideal for someone with hands-on experience in financial advice wealth management and/or working with adviser technology who understands the unique needs of advisers and the challenges around managing data quality If you're excited to make a difference in a fast-paced ...

A fast-growing wealthtech company is seeking a skilled engineer to contribute to core service improvements. The role involves designing and optimizing user journeys, collaborating within a supportive engineering team, and ensuring high-quality code standards. Ideal candidates sho ...

We are looking for an AI Engineer to build applications using large language models and traditional programming languages (notably Python). It will also involve you working with other parts of our stack (Mongo DB, Node, various AWS services) · This role reports directly to the Ch ...

Location: Remote (United Kingdom) · Role Type: Full-time Employee · Team: Customer Success · 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 admini ...

A fast-growing wealthtech company is seeking a skilled engineer to contribute to core service improvements. The role involves designing and optimizing user journeys, collaborating within a supportive engineering team, and ensuring high-quality code standards. Ideal candidates sho ...