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- Tasks: Be the face of PlannerPal, owning onboarding and driving client success.
- Company: Join PlannerPal, an innovative AI WealthTech start-up transforming financial advice.
- Benefits: Enjoy a competitive salary, remote work, employee share options, and growth opportunities.
- Why this job: Make a real impact in a fast-paced environment while shaping the future of financial planning.
- Qualifications: 1-5 years in financial advice or adviser technology; strong communication and organisational skills required.
- Other info: Work in a supportive, collaborative culture with regular team meet-ups.
The predicted salary is between 28800 - 42000 £ per year.
Location: Remote (United Kingdom)
Role Type: Full-time Employee
Team: Customer Success
About PlannerPal
PlannerPal is the AI-powered platform reshaping financial advice and wealth management. Built by industry veterans and backed by top-tier VC and fintech angel investors, we help advisers save time, reduce admin, and improve compliance - without compromising control. Already used by hundreds of UK firms, from solo advisers to national consolidators, PlannerPal is the strategic AI partner to Iress Xplan and were selected for the FCA’s AI Lab Spotlight. Now’s your chance to join our mission to make financial advice faster, smarter, and more scalable.
The Role
As a Customer Success Executive, you’ll be the face of PlannerPal for our clients - owning onboarding, driving adoption, and partnering across teams to ensure every adviser gets the most from our platform. You’ll play a pivotal role in shaping how we scale success across our customer base - influencing product, commercial strategy, and support processes. This 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 start-up, this is the role for you.
Responsibilities
- Support and Retain Clients
- Own the onboarding process and ensure new clients see immediate value
- Engage with teams within our larger customer firms to deepen platform usage
- Build long-term relationships that drive trust, engagement, and retention
- Deal with challenges around usage, engagement, and success metrics proactively
- Identify and support upsell and expansion opportunities within existing firms
- Collaborate with sales to manage the full customer lifecycle, from onboarding to renewal
- Promote new features and help firms realise their full value
- Bring insights from clients into product discussions
- Contribute to new feature ideas and successful product launches
- Work with Customer Success, Sales, and Founders to scale strategies for growth
- Contribute to continuous improvements across support tools and processes
What We’re Looking For
You’ll thrive in this role if you meet most of the following:
- Have 1–5 years’ experience in financial advice, paraplanning, adviser support, and/or working with adviser technology (industry qualifications like CII or CISI are a nice-to-have)
- Understand the advice process, including client meetings, reports, compliance, and reviews
- Are confident using CRM tools and understand adviser workflows
- Communicate clearly, empathetically, and with credibility
- Are highly organised with a proactive, problem-solving mindset
- Enjoy working independently in a remote-first environment (with regular team meetups)
- Are a collaborative team player ready to adapt in a fast-growing start-up
- Have the right to work in the UK
Benefits
- Competitive salary + pension + employee share options
- Remote-first work environment (UK-based team)
- Regular team meet-ups to foster collaboration and culture
- Transparent, open environment where your voice is valued
- Opportunity to grow into senior roles as we scale
- Fast-growing start-up environment
Why Join PlannerPal?
You won’t just support users - you’ll help transform how advice is delivered. As part of a tight-knit, ambitious team in a period of fast growth, your work will directly shape the future of financial planning in the UK. We operate by a set of principles that define how we work:
- Celebrate Individuals, Build as a Team: Recognise and support individual contributions while improving team systems and processes.
- Focus on Foresight, Not Just Speed: Deliver quickly but always with a view toward sustainable, scalable outcomes.
- Be Human, Not Perfect: Approach challenges with empathy, honesty, and a commitment to learning.
- Feedback is a Gift: Share and receive feedback openly and constructively to fuel growth.
- Believe in Each Other: Trust in your teammates' intentions and abilities. No silos.
- Grow Together: Stay curious, skill up, and share what you learn.
- Build with Boldness: Take smart risks, share ideas early, and innovate without fear of failure.
- Customers First, Always: Every decision should drive real value for the financial advisers and clients we serve.
Interested? Send your CV, a short note on why you’re excited by our mission, and your relevant experience to us. We review every application carefully.
Customer Success Executive - AI WealthTech Start-up employer: PlannerPal
Contact Detail:
PlannerPal Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Success Executive - AI WealthTech Start-up
✨Tip Number 1
Familiarise yourself with the financial advice process and the specific challenges advisers face. Understanding their needs will help you connect better during interviews and demonstrate your ability to support them effectively.
✨Tip Number 2
Showcase your experience with CRM tools and adviser technology. Be prepared to discuss how you've used these tools in previous roles to enhance client relationships and drive engagement.
✨Tip Number 3
Highlight your problem-solving skills and proactive mindset. Share examples of how you've tackled challenges in customer success or similar roles, as this will resonate well with the fast-paced start-up environment at PlannerPal.
✨Tip Number 4
Emphasise your ability to work collaboratively in a remote setting. Discuss any experiences you've had with cross-team collaboration, as this is crucial for driving adoption and growth within the company.
We think you need these skills to ace Customer Success Executive - AI WealthTech Start-up
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advice, wealth management, or adviser technology. Use specific examples that demonstrate your understanding of the advice process and client engagement.
Craft a Compelling Cover Note: Write a short note explaining why you’re excited about PlannerPal's mission. Mention how your skills align with their goals and how you can contribute to transforming financial advice delivery.
Showcase Your Problem-Solving Skills: In your application, provide examples of how you've proactively dealt with challenges in previous roles. Highlight your ability to drive adoption and build long-term relationships with clients.
Emphasise Team Collaboration: Mention any experiences where you collaborated across teams to achieve a common goal. This is crucial for the role, so demonstrating your teamwork skills will make your application stand out.
How to prepare for a job interview at PlannerPal
✨Understand the Company and Its Mission
Before your interview, take some time to research PlannerPal and its mission in the AI WealthTech space. Familiarise yourself with their platform, the challenges they address for financial advisers, and how they differentiate themselves from competitors. This knowledge will help you demonstrate your genuine interest in the role.
✨Showcase Relevant Experience
Highlight your experience in financial advice, paraplanning, or adviser technology during the interview. Be prepared to discuss specific examples of how you've supported clients, driven adoption, or improved processes in previous roles. This will show that you understand the unique needs of advisers and can contribute effectively.
✨Demonstrate Problem-Solving Skills
As a Customer Success Executive, you'll need to tackle challenges proactively. Prepare to discuss situations where you've identified issues and implemented solutions. Use the STAR method (Situation, Task, Action, Result) to structure your responses and illustrate your problem-solving mindset.
✨Emphasise Collaboration and Communication
Since this role involves working closely with various teams, it's essential to showcase your collaborative skills. Share examples of how you've successfully worked with others to achieve common goals, and highlight your ability to communicate clearly and empathetically, especially in a remote environment.
