Join us at PlannerPal.

We are looking for an AI Engineer to join our team at PlannerPal, the financial planner's AI assistant. We are a UK-based, early-stage wealthtech start-up dedicated to reshaping wealth management with AI-driven tools.

Our mission is to democratise wealth management by empowering financial planners and advisers to focus more client relationships over administrative tasks. PlannerPal allows advisers to automatically transcribe and summarise meetings, generate draft letters and documents, and update their CRM system.

Our service has seen rapid takeup by the industry, with over 350 firms using the service in the UK. We are backed by a top-tier venture capital firm alongside seasoned fintech angel investors.

This AI Engineer role is focused on generative AI - ie building applications using large language modes and traditional programming languages (notably Python). It will also involve you working with other parts of our stack (Mongo DB, Node, various AWS services).

As a pivotal early team member, your role will extend from developing and evaluating applications through to solutions design and many aspects of technical product management. You will not just be an employee, but a crucial part of our journey as we transform this industry.

Tasks

• Design, build and operate generative AI products for the IFA and wealth management industry
• 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

• A Bachelor’s degree in a STEM field
• 0-3 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, JavaScript and MongoDB is a plus
• Some hands-on experience of using of generative AI - either at work or in a hobby project
• 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

Benefits

• Competitive salary and growth opportunities
• Remote-first work environment with a collaborative team culture
• Regular team meet-ups in London to foster team synergy and alignment
• An open, transparent work environment where your voice is valued and your contributions directly shape the company’s trajectory

We are committed to diversity and inclusion. We welcome applicants from all backgrounds and life stages to join our journey in revolutionising wealth management with AI

Application: Please send your CV with a brief statement of your relevant experience and mention any AI-related projects you have worked on. Please include your right to work in the UK if you are not a UK national.

PlannerPal, The Financial Planner's AI Assistant. We are a UK-based, early-stage wealthtech start-up dedicated to reshaping wealth management with AI-driven tools.

Our product is a transcription tool built specifically for the wealth industry that automatically crafts draft client follow-ups and letters.

Our team is backed by a top-tier venture capital firm alongside seasoned fintech angel investors, our co-founders bring extensive fintech and wealthtech experience, supported by a talented and agile team.