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- Tasks: Be the face of PlannerPal, driving client onboarding and engagement.
- Company: Join PlannerPal, an innovative AI platform transforming financial advice and wealth management.
- Benefits: Enjoy a competitive salary, remote work, employee share options, and regular team meet-ups.
- Why this job: Make a real impact in a fast-growing start-up while shaping the future of financial planning.
- Qualifications: 1-5 years in financial advice or adviser technology; strong communication and problem-solving skills required.
- Other info: Work in a supportive, transparent environment that values your voice and fosters growth.
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 an AI-workflow platform for modern financial advice and wealth management. We help financial advisers and wealth management firms save time, reduce administrative burden, and deliver better client outcomes by automating core adviser workflows, including meeting notes, client documentation, and CRM updates.
By structuring insights from client meetings and documents and writing them back into adviser systems with full auditability and adviser control, PlannerPal improves data quality, supports consistent and compliant advice delivery, and enables firms to operate more efficiently at scale.
PlannerPal is trusted by hundreds of UK advisory and wealth firms, collectively overseeing more than £150bn of client assets. We work with firms ranging from progressive regional practices to some of the UK’s largest wealth managers, and have recently signed multiple enterprise agreements with top-10 UK wealth management firms, as well as a national adviser network, establishing PlannerPal as a trusted technology partner across the sector.
PlannerPal integrates with multiple industry technology providers, including four leading UK adviser CRMs, and is the strategic AI partner of Iress Xplan. Through deep, bidirectional integrations, PlannerPal embeds directly into advisers’ existing workflows, ensuring strong adoption, governance, and enterprise-grade reliability.
PlannerPal has been recognised by FT Adviser as one of the Top 3 AI tools for financial advisers in 2025, and is a winner of the FT Adviser Five Star Service Award 2025.
Backed by venture capital investors and built by a team with deep expertise in financial services, technology, and AI, the company is scaling rapidly through strategic industry partnerships.
This is an opportunity to join a fast-growing UK wealthtech company at a pivotal stage of growth, helping to make financial advice faster, smarter, and more scalable for advisers and their clients.
Tasks
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
Drive Adoption and Growth
- 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
Cross-Team Collaboration
- 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
Operational Efficiency
- Contribute to continuous improvements across support tools and processes
Requirements
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
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
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 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. If this sounds like the kind of environment where you’d thrive, we’d love to see your application.
Interested?
Send your CV, a short note on why you’re excited by our mission, and your relevant experience to. We review every application carefully.
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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 and wealth management landscape. Understanding the unique challenges advisers face will help you connect better with potential clients and demonstrate your value during interviews.
✨Tip Number 2
Network with professionals in the fintech and wealth management sectors. Attend relevant webinars or local meetups to build relationships and gain insights that could set you apart as a candidate.
✨Tip Number 3
Showcase your problem-solving skills by preparing examples of how you've successfully navigated challenges in previous roles. This will highlight your proactive mindset, which is crucial for a Customer Success Executive.
✨Tip Number 4
Research PlannerPal's platform and its features thoroughly. Being able to discuss specific functionalities and how they can benefit clients will demonstrate your genuine interest and readiness to contribute from day one.
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 keywords from the job description to demonstrate that you understand the role and its requirements.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for PlannerPal's mission and how your background aligns with their goals. Mention specific experiences that showcase your ability to support and retain clients effectively.
Showcase Problem-Solving Skills: Provide examples in your application of how you've proactively dealt with challenges in previous roles. Highlight your problem-solving mindset and how it can benefit PlannerPal's customer success initiatives.
Demonstrate Communication Skills: Since clear and empathetic communication is key for this role, include examples of how you've successfully communicated with clients or teams in the past. This will show that you can build trust and engagement with advisers.
How to prepare for a job interview at PlannerPal
✨Understand the Product Inside Out
Before your interview, make sure you have a solid understanding of PlannerPal's platform and its features. Familiarise yourself with how it reshapes financial advice and wealth management, as this will help you demonstrate your enthusiasm and knowledge during the conversation.
✨Showcase Your Customer Success Experience
Be prepared to discuss your previous experience in customer success or related roles. Highlight specific examples where you've successfully onboarded clients, driven adoption, or resolved challenges. This will show that you can bring valuable skills to the team.
✨Demonstrate Problem-Solving Skills
Since the role involves dealing with challenges around usage and engagement, think of examples where you've proactively solved problems in past positions. This will illustrate your proactive mindset and ability to handle the dynamic nature of a start-up environment.
✨Emphasise Team Collaboration
PlannerPal values collaboration across teams, so be ready to discuss how you've worked with different departments in the past. Share experiences where you've contributed insights or ideas that led to successful outcomes, showcasing your ability to work well in a team-oriented setting.
