At a Glance
- Tasks: Lead product development and shape the future of financial planning technology.
- Company: Join Plannr, a forward-thinking company revolutionising financial planning.
- Benefits: Enjoy flexible remote work, competitive salary, bonuses, and share options.
- Other info: Opportunity for travel within the UK and excellent career growth.
- Why this job: Make a real impact in fintech while collaborating with a dynamic team.
- Qualifications: Proven experience in SaaS or fintech, strong commercial acumen, and Agile teamwork.
The predicted salary is between 60000 - 80000 £ per year.
Plannr is modernising financial planning with an intuitive, adviser-focused operating system. The Product Lead will own the roadmap and ensure the business delivers meaningful value for advisers and their clients.
The Product Lead will lead discovery, shape requirements, and work closely with engineering and architecture to balance near-term priorities with long-term product direction. Own and communicate the product roadmap, balancing short-term delivery with long-term platform direction.
Use data, usage insight, and client feedback to continuously refine the product, experience and roadmap.
CommercialWork with the CEO and leadership team to identify product-led growth opportunities and new revenue streams. Support business development with product expertise, including RFP responses, demos, and prospect conversations. Support product launches and ensure commercial readiness across go-to-market, documentation, and client communication.
Requirements- Proven experience leading a product function in SaaS, fintech, or CRM
- Strong commercial acumen
- Experience working closely with engineering teams in an Agile environment
- Focused on delivering measurable client outcomes, not just shipping features
- Experience in financial services technology or the adviser sector
- Knowledge of modern CRMs, APIs, and third-party integrations
- Experience using data and client feedback to shape strategy and prioritisation
- Track record of supporting commercial teams with product expertise in sales or partnership contexts
- Direct commercial and product impact on a scaling platform
Flexible remote working. Competitive package including bonus and share options. Please note this is a remote UK job, with some UK travel expected.
Locations
Bureau Team Lead in Hampshire, Portsmouth employer: Plannr Technologies Limited
Plannr is an exceptional employer that champions innovation in financial planning through a supportive and collaborative work culture. With flexible remote working options, competitive compensation packages including bonuses and share options, and a strong focus on employee growth, Plannr empowers its team to make a meaningful impact in the fintech sector. Join us to be part of a forward-thinking company that values your contributions and fosters professional development while working from anywhere in the UK.
Contact Details:
Plannr Technologies Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Bureau Team Lead in Hampshire, Portsmouth
✨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 Plannr Technologies Limited. 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 Bureau Team Lead in Hampshire, Portsmouth
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 Plannr Technologies Limited.
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 Plannr Technologies Limited'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 Plannr Technologies Limited
✨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 Plannr Technologies Limited.
✨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 Plannr Technologies Limited 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 Plannr Technologies Limited 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.
