At a Glance
- Tasks: Lead product strategy and deliver impactful features for an AI-powered financial platform.
- Company: Join PlannerPal, a top-rated UK wealth tech company transforming financial advice with AI.
- Benefits: Competitive salary, employee share options, remote-first culture, and regular team meet-ups.
- Other info: Collaborate directly with the founding team and enjoy clear growth opportunities.
- Why this job: Make a real impact in a fast-paced startup while shaping the future of financial services.
- Qualifications: Significant experience in B2B SaaS product management and strong customer discovery skills.
The predicted salary is between 70000 - 90000 £ per year.
About Planner Pal;
Planner Pal 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, Planner Pal is reshaping the advice industry – improving efficiency, compliance, and data quality across the client journey.
We serve several hundred advice firms including multiple top 20 wealth managers.
Recognised by the Financial Times Adviser as one of the Top 3 AI tools for financial advisers, Planner Pal 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 looking for an experienced Head of Product to own the evolution of our product.
You'll work closely with customers, the client team and engineering to understand customer problems, shape product strategy and deliver features that create measurable value.
Reporting to the CEO, you'll own the roadmap, drive product discovery and ensure we're building the right things for our customers.
As the business grows, you'll play a key role in developing how product is managed across the company.
What You'll Do;
- Own the product roadmap and prioritise work that delivers the greatest customer and commercial value.
- Lead customer discovery through interviews, research and product analytics.
- Translate customer problems into clear product requirements and user stories.
- Work closely with engineering and design to deliver high-quality product improvements.
- Launch new features and measure adoption, usage and customer outcomes.
- Balance new product development with technical improvements and platform investment.
- Collaborate with Sales, Customer Success and Operations to ensure customer feedback drives product decisions.
- Use data, insight and commercial judgement to make prioritisation decisions and track outcomes.
- Continuously improve the product development process within a fast-moving startup.
- Key Requirements;
Essential;
- Significant experience as a Product Manager or Senior Product Manager in a B2B Saa S business.
- Experience in early stage start-up or scale up.
- Experience owning a product roadmap from discovery through to delivery.
- Experience in customer discovery iterating an existing product and bringing new features.
- A track record of launching successful features that solved real customer problems.
- Strong customer discovery skills and a passion for understanding how customers work.
- Experience working closely with software engineers in agile development teams.
- Excellent prioritisation and stakeholder management skills.
- Strong commercial awareness and an outcome-focused approach to product management.
- The ability to thrive in a fast-paced start-up environment where priorities evolve quickly.
- Nice to have;
- Experience in AI, workflow automation, fintech or wealth technology.
- Experience leading complex product initiatives involving platform modernisation, re-platforming or technical refactoring.
- Experience scaling product processes within a growing Saa S company.
- Experience with product analytics tools.
- What Success Looks Like;
- First 3 months;
- Built strong relationships with customers and the team.
- Established a clear, prioritised roadmap.
- Embedded a consistent product discovery and prioritisation process.
- Within 12 months;
- Delivered impactful product improvements with measurable customer adoption.
- Increased confidence in roadmap decisions through customer insight and product data.
- Helped mature Planner Pal's product capability as the business continues to scale.
What we Offer;
- 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, with increasing ownership and influence over product strategy and execution.
Head of Product in Maidstone employer: PlannerPal
At PlannerPal, we pride ourselves on fostering a dynamic and collaborative work culture that empowers our employees to thrive. As an Interim Lead Full-Stack Engineer, you will not only lead innovative projects but also have access to continuous professional development opportunities in a supportive environment. Located in a vibrant tech hub, we offer competitive benefits and the chance to make a significant impact during a crucial growth phase.
StudySmarter Expert Advice🤫
We think this is how you could land Head of Product in Maidstone
✨Join Product Management Meetups
Get involved in local product management meetups or workshops. These events are perfect for meeting industry folks, sharing ideas, and staying updated on trends. Plus, you never know who might be hiring—it's a fantastic way to make connections that could lead to a job at places like PlannerPal!
✨Show Off Your Product Sense
Create case studies or mini-projects showcasing your product management skills, and share them on platforms like Medium or LinkedIn. This not only puts your skills on display but also boosts your visibility in the product community. Imagine how impressed the hiring team at PlannerPal would be by your initiative!
✨Utilise Online Communities
Dive into online product management communities like Product Coalition or Mind the Product. Engage in discussions, ask questions, and share your insights. These platforms are goldmines for networking and finding hidden job opportunities—many companies often scout talent from within these circles.
✨Leverage Your University Network
If you’ve recently graduated or are still in uni, tap into your alumni network for connections in product management. Many universities have their own job boards and affinity resources to help graduates land roles. Don't forget to keep an eye out for job openings at PlannerPal through your school's career services!
We think you need these skills to ace Head of Product in Maidstone
Some tips for your application 🫡
Show Off Your Product Passion:When applying for a product management role like Head of Product, let your passion for developing products shine through in your cover letter. Share specific examples of products you've managed, how you solved user needs, and any successful outcomes you've achieved. This is your chance to showcase your understanding of the product lifecycle!
Highlight Your Cross-Functional Skills:Product management isn't just about understanding the product; it’s about collaborating with different teams! Make sure to emphasise your experience working with developers, designers, and marketers. Use your CV to showcase your ability to bridge gaps between these areas, and include relevant experiences that demonstrate your communication and leadership skills!
Include Your Metrics and Achievements:In a full-time product management application, data speaks volumes! Quantify your achievements wherever possible. Did you increase user retention by a certain percentage? Launch a product ahead of schedule? Include these metrics in your CV to paint a picture of your impact and effectiveness in previous roles.
Tailor Your CV to the Role:Make sure your CV is tailored for the Head of Product position at PlannerPal. Use keywords from the job description and ensure your relevant experiences are front and centre. Highlight any certifications or relevant training you’ve completed that will make you stand out as a strong candidate for the role. And remember, we’re excited to see your application on our website!
How to prepare for a job interview at PlannerPal
✨Understand the Product Life Cycle
As a product management candidate, we need to get our head around the complete product life cycle. Be prepared to discuss real-world examples of how you’ve managed product development from ideation to launch. Bring specific insights on tools like JIRA or Trello that can help streamline these processes.
✨Showcase Your Cross-Functional Skills
Product management is all about collaboration. We should be ready to highlight how we’ve worked across teams—think marketing, engineering, and design. Prepare to discuss scenarios where you had to mediate differing opinions and how you got everyone on board with a shared vision.
✨Prepare for Case Studies
In a full-time role, we can expect to encounter case study questions during our interviews. Practise solving hypothetical product problems on the spot, such as prioritising features for a new app or improving user engagement metrics. This will show our analytical thinking and decision-making skills.
✨Know Your Metrics
Let’s face it, numbers are our best friends in product management. We should prepare to discuss key performance indicators (KPIs) and how we've used analytics to inform product decisions. Dive into examples where data has driven our strategy for improvements or justified product changes.
