At a Glance
- Tasks: Help financial firms enhance their report writing and documentation processes using AI technology.
- Company: Join PlannerPal, a leading UK wealth tech company transforming financial advice with AI.
- Benefits: Remote-first work, employee share options, and a collaborative team culture.
- Other info: Opportunity for career growth in adviser technology and product development.
- Why this job: Make a real impact in the finance sector while working with cutting-edge technology.
- Qualifications: Experience in financial planning or adviser support; strong communication and problem-solving skills.
The predicted salary is between 35000 - 45000 £ per year.
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, CRM updates and report generation workflows. 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.
We're now looking for a Report Writer Implementation Specialist to help firms get the most value from one of our most important product areas: Report Writer.
The Role: This role is ideal for someone from a financial planning, paraplanning, report writing or adviser support background who enjoys solving problems, working with people and improving processes. You will help firms improve how reports and documentation are created, reviewed and maintained, while acting as an important link between our clients and our product team. This role offers a route into adviser technology, product development, AI and customer consulting without requiring previous software industry experience.
Responsibilities:
- Client delivery & adoption: Build, refine and maintain Report Writer templates, including suitability reports, annual review reports, client summaries and other advice documents. Help firms configure Report Writer so it fits their advice process, compliance requirements and internal workflows. Deliver training, support and guidance to help firms adopt Report Writer successfully. Work directly with advisers, paraplanners, administrators, compliance teams and operations staff to improve how documentation is created and maintained. Help clients understand the value of PlannerPal's reporting and automation capabilities.
- Client Consulting & Solutions: Understand how firms currently create, review and manage client documentation. Help clients solve reporting, workflow and operational challenges using PlannerPal. Recommend practical solutions and workflow improvements. Support firms looking for more tailored reporting solutions and documentation workflows. Identify opportunities for increased automation, efficiency and adoption.
- Product Feedback & Improvement: Gather customer feedback and identify common issues, improvement opportunities and template requirements. Work closely with Product and Engineering teams to improve the Report Writer experience. Support testing and validation of new reporting functionality and AI-powered workflows. Help PlannerPal develop best practices for advice documentation and report automation. Contribute ideas and feedback that influence future product development.
- Cross-functional collaboration: Work closely with Customer Success, Product, Sales and Engineering teams. Support demonstrations, onboarding activities and customer workshops. Help identify opportunities to increase adoption and platform usage. Contribute to continuous improvement across implementation, support and operational processes.
Key Competencies:
- Essential: Experience in UK financial planning, wealth management, mortgage advice, paraplanning, adviser support or adviser technology. A good understanding of advice documentation, such as suitability reports, annual review reports, client review packs or recommendation letters. Strong written communication skills and excellent attention to detail. Confidence speaking with advisers, paraplanners, administrators, compliance teams or operations staff. Strong organisational skills and the ability to manage multiple priorities. Strong problem-solving skills and a customer-focused mindset. Curiosity about technology, AI and how automation can improve the advice process.
- Nice to Have’s: Experience as a paraplanner, report writer, technical administrator or implementation specialist. Experience using adviser platforms such as Xplan, Intelligent Office, Salesforce or similar systems. Experience supporting software onboarding, client training or change projects. Experience working with compliance teams or reviewing advice documentation standards. Familiarity with AI-powered writing tools or automation technology.
What Success Looks Like:
- Within the first 3 months: Become confident with PlannerPal's Report Writer capabilities. Build strong relationships with colleagues and clients. Take ownership of template work, client feedback and implementation activity.
- Within the first 6 months: Help firms adopt Report Writer more effectively. Improve the quality and consistency of report templates. Contribute valuable feedback and insight to Product and Engineering teams.
- Within the first 12 months: Become a recognised internal expert on Report Writer workflows and best practices. Support larger client implementations and strategic opportunities. Help shape the future direction of PlannerPal's reporting capabilities.
What we Offer: Employee share options. Remote-first work environment (UK-based team). Regular team meet-ups and a collaborative team culture. Work directly with founders and senior leadership. Exposure to AI, automation and fast-moving adviser technology. An open, transparent work environment where your voice is valued and your contributions directly shape the company's trajectory.
Why This Role Matters: Report generation sits at the heart of how financial advice firms operate. This role helps firms get the most value from PlannerPal's Report Writer capabilities while ensuring customer feedback helps shape the future of our reporting and automation products. If you enjoy detail, process improvement, client conversations and technology, this role could be a strong next step.
Report Writer Specialist in Chesterfield employer: PlannerPal
At PlannerPal, we pride ourselves on being an innovative employer that values collaboration and employee growth within the dynamic field of financial technology. Our remote-first work environment fosters a culture of transparency and inclusivity, allowing team members to engage directly with leadership while contributing to cutting-edge AI solutions. With opportunities for professional development and a focus on meaningful client interactions, joining PlannerPal means being part of a transformative journey in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Report Writer Specialist in Chesterfield
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like PlannerPal. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Report Writer Specialist in Chesterfield
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to PlannerPal.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on PlannerPal's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at PlannerPal
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with PlannerPal.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at PlannerPal will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former PlannerPal employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
