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Design, build, and optimize core journeys of the service for advisers, including user authentication and integration with third-party software. Collaborate with the CPTO and engineering team to deliver production-ready features that enhance adviser productivity and client experience.
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.
How we hire
Why Join Us?
You won’t just be writing code - you’ll be helping reinvent how financial advisers and wealth managers serve their clients. You’ll join an ambitious team during a period of rapid growth, where every contribution matters and every line of code moves the product forward.
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