Job Description

PlannerPal is an AI-powered workflow transforming how financial advice and wealth management are delivered. We help advisers and their teams save time, reduce admin, and improve client outcomes by automating meeting notes, documentation, and CRM updates.
Trusted by hundreds of advisory firms, PlannerPal is now a key technology partner to the UK's largest wealth managers, including recent enterprise contracts with top-tier national firms. We've been recognised by FT Adviser as one of the top 3 AI tools for advisers and recently awarded the FT Adviser Five-Star Service Award, widely regarded as a benchmark for adviser technology.
Backed by leading venture investors, PlannerPal is scaling rapidly through deep industry integrations, including our strategic AI partnership with Iress Xplan.
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).
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.
Tasks

• Design, build and operate generative AI products for the financial advice and wealth management industry
• Interpret high level business requirements
• Create these applications using Python and various frameworks and libraries
• Test and optimise these applications - using both automated unit tests and LLM evaluations
• Keep pace with advancements in the generative AI sector - new models, new application frameworks and architecture patterns, etc
• Collaborate closely with the firm's founders on shaping the product roadmap
• Collaborate closely with the rest of the PlannerPal engineering team

Requirements
Must have

• A Bachelor's degree in a STEM field
• 1-3 years of professional experience or more if this is a career transition, preferably in financial services or related fields with demonstrable interest and experience in AI, machine learning, or a related field
• Proficiency in Python
• Problem-solving aptitude and enthusiasm for complex challenges
• Attention to detail and the ability to work independently with a team-oriented work ethic
• Adaptability in a fast-evolving tech landscape
• Strong communication skills for effective teamwork and collaboration
• Comfort in using AI code-development tooling
• Right to work in the UK

Nice to have

• Proficiency in MongoDB
• Proficiency in basic data science tools and techniques
• Hands-on experience of building applications that use Large Language Models - either at work or in a hobby project
• Experience of evaluation techniques (Evals) for LLM applications
• Proficiency in JavaScript

Benefits

• Competitive salary + employee share options
• Remote-first work environment (UK-based team) with a collaborative team culture
• Regular team meet-ups to foster team synergy and alignment
• Work directly with the founding team - your leadership and decisions will have a visible, measurable impact
• An open, transparent work environment where your voice is valued and your contributions directly shape the company's trajectoryClear growth path: as the business scales, you'll have opportunities to expand your scope, ownership and influence

How we hire

• Intro chat (30 mins) - with the founder
• Technical case study and coding test (60 mins) - No prep required
• Final chat - with founders and a peer engineer
• Professional Reference interviews - at least one
• Decisions are typically made within 7 days.

Our Principles & Practices
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'll be joining PlannerPal at a pivotal moment, where AI is reshaping how financial advisers serve their clients. In this role, you'll build real, production-grade AI features used daily by advisers across the UK, including some of the country's largest wealth management firms.
You'll work directly with the founders and core engineering team, gaining exposure to product decisions, technical design, and customer insights. Every line of code you ship will meaningfully shape a platform used in high-stakes, real-world workflows.
As we scale, you'll have the opportunity to expand your ownership, influence the direction of new AI capabilities, and develop deep expertise in applied generative AI. This is a place where motivated engineers grow quickly, take on meaningful responsibility, and see the impact of their work immediately.
PlannerPal
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.

Skills Required