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:
- Designing and building key features of our solutions
- Development and design of CI/CD pipelines, including Infrastructure as a Code and the enablement of developers
- Building and deploying AI agents to production.
- Ensure that coding and testing standards are upheld
This role offers the opportunity to work closely with the founders at a defining stage in our growth.
Tasks
Responsibilities;
Solution design;
- Own the end-to-end solution design for new features within a defined architecture framework
- Make pragmatic decisions about trade-offs (scope, performance, scalability, security) in a fast-moving environment.
Hands-on development;
- Take ownership of complex or high-impact pieces of work, especially where the architecture, integrations or performance considerations are non-trivial.
- Design, build and optimise the journeys of our service using our tech stack:
- Backend: Python
- Frontend: React + Flutter
- Data / Infra: Postgres, AWS ( S3, ECS etc.)
- Write high-quality, testable code and contribute to our continuous integration and deployment pipelines.
Infrastructure development;
- Design and optimise reliable CI/CD pipelines, resilience, observability and security within AWS (i.e. CDK, Terraform) utilising workflows such as Github Actions, GitLab CI for example
- Manage AWS resources and containerised applications deployments via Docker
- Build and maintain a scalable infrastructure utilising Terraform (CDK within AWS)
Technical ownership & continuous improvement;
- Help evolve our platform architecture for performance, resilience, observability and security as we scale.
- Identify and drive improvements to developer experience, tooling and internal processes (e.g. testing, release, monitoring, on-call), in collaboration with both in-house and outsourced engineers.
Requirements
Key Requirements;
Essentials;
- Degree in Computer Science or related developer education (e.g. a reputable coding bootcamp) or equivalent practical experience.
- 7+ years’ experience designing, developing, shipping and maintaining backend applications using Python and front-end web applications using modern JavaScript frameworks (ideally React.js), including operating at senior level.
- Strong DevOps Experience at production level administration level with AWS, Azure or GCP
- Familiarity with monitoring and logging tools like Prometheus, Grafana, or the ELK stack.
- Experience working with both Python and React, and some experience working with AWS hosting/back-end services.
- Significant experience using agentic coding tools
- Experienced in designing, building and maintaining automated tests and contributing to CI pipelines.
- Has worked with other developers in an agile set-up(e.g. sprints, stand-ups, retros).
- Experienced in debugging and fixing live incidents in time-pressured situations, and in improving systems/processes to prevent recurrences.
- Experience of working with continuous deployment pipelines (you don’t have to build everything yourself, but should be comfortable working within and improving such setups).
- Strong understanding of industry trends and development best practices– especially regarding security, application performance and scalability.
- Has a strong sense of ownership, attention to detail and the ability to work independently with a team-oriented work ethic.
- Strong communication skills for effective teamwork and collaboration, and confidence interacting with customers and partners in a technical leadership capacity.
- Is proactive, initiates improvements, and offers assistance even without being asked.
- Comfortable in using AI code development tooling
- Right to work in the UK
Nice to have’s;
- Experience inB2B SaaS, ideally in fintech, wealth tech or other regulated industries.
- Experience integrating with CRM systems and/or financial platforms.
- Exposure to observability and monitoring tools (e.g. logging, metrics, tracing).
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 trajectory
- Clear growth path: as the business scales, you’ll have opportunities to expand your scope, ownership and influence
7+ years experience with Python, React, AWS, DevOps, CI/CD, and agentic coding tools; degree in computer science or equivalent; right to work in the UK.
Key Responsibilities
- designing solutions
- developing features
- managing infrastructure
Skills & Tools
Python, React, Flutter, Postgres, AWS, S3, ECS, CDK, Terraform, GitHub Actions, GitLab CI, Docker, Prometheus, Grafana, ELK stack
Job Details
- Category: Software Development
- Seniority: Senior Level
- Commitment: Full Time
- Workplace: Remote — United Kingdom
- Languages: English
About PlannerPal
An AI-powered platform automating meeting notes, documentation, and CRM updates for financial advisers. — Industry: Information Technology