At a Glance
- Tasks: Lead product strategy and roadmap, ensuring value for advisers and clients.
- Company: Join a fast-growing fintech revolutionising financial planning.
- Benefits: Flexible remote work, competitive salary, bonus, and share options.
- Other info: Leadership role with opportunities for growth and influence in a dynamic environment.
- Why this job: Shape the future of financial technology and make a real impact.
- Qualifications: Experience in SaaS or fintech, strong commercial acumen, and Agile collaboration skills.
The predicted salary is between 60000 - 75000 £ 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.
This role sits at the heart of the business, connecting strategy, customer needs, and delivery. 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. Working collaboratively with sales, design, and engineering, they are responsible for the commercially viable delivery of Plannr’s product to market - balancing the value delivered to advisers and clients against the cost and effort of delivery, and ensuring the roadmap produces outcomes that are both meaningful and sustainable for the business.
Key responsibilities
- Product strategy and roadmap: Own and communicate the product roadmap, balancing short-term delivery with long-term platform direction. Lead discovery with advisers, clients, and internal teams to define clear, commercially grounded requirements. Translate customer and business needs into prioritised delivery plans that maximise measurable value. Use data, usage insight, and client feedback to continuously refine the product, experience and roadmap.
- Commercial: Ensure the roadmap prioritises commercially viable delivery - weighing the value of features against the cost and effort to build them, and making clear trade-off decisions that keep the product economically sustainable. Build and maintain relationships with strategic partners and key clients, supporting retention and growth. Work 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.
- Leadership and stakeholders: Lead the Product team (currently three Product Managers and BAs), setting direction, priorities, and standards. Influence stakeholders across the business, including Engineering, Architecture, and the SLT. Champion adviser and client needs across all releases and internal decisions.
- Delivery: Prioritise delivery with Engineering to maximise value and meet programme commitments. Support product launches and ensure commercial readiness across go-to-market, documentation, and client communication.
About you
Essential: Proven experience leading a product function in SaaS, fintech, or CRM. Strong commercial acumen. Ability to translate client and business needs into clear, prioritised delivery plans. Experience working closely with engineering teams in an Agile environment. Excellent communication and stakeholder management skills. Comfortable in a high-growth, fast-paced business. Focused on delivering measurable client outcomes, not just shipping features.
Desirable: 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.
Why join Plannr? This is an opportunity to shape the product direction of a fast-growing adviser-focused technology business and directly influence how firms and advisers deliver client outcomes. Direct commercial and product impact on a scaling platform. Leadership role at the heart of a high-growth fintech. Flexible remote working. Competitive package including bonus and share options. Please note this is a remote UK job, with some UK travel expected.
Locations
Product Lead in Hampshire, Portsmouth employer: Plannr Technologies Limited
Plannr is an exceptional employer, offering a unique opportunity for the Product Lead to shape the future of financial planning technology in a high-growth environment. With a strong focus on collaboration, employee development, and flexible remote working, Plannr fosters a culture that values innovation and meaningful contributions, ensuring that every team member can thrive while making a direct impact on client outcomes. The competitive package, including bonuses and share options, further enhances the appeal of joining this dynamic fintech company.
Contact Details:
Plannr Technologies Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Product Lead in Hampshire, Portsmouth
✨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 Plannr Technologies Limited!
✨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 Plannr Technologies Limited 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 Plannr Technologies Limited through your school's career services!
We think you need these skills to ace Product Lead in Hampshire, Portsmouth
Some tips for your application 🫡
Show Off Your Product Passion:When applying for a product management role like Product Lead, 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 Product Lead position at Plannr Technologies Limited. 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 Plannr Technologies Limited
✨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.
