PlannerPal

Location: Remote (United Kingdom)Role Type: Full-timeTeam: EngineeringAbout PlannerPalPlannerPal 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 bett

Location: Remote (United Kingdom)Role Type: Full-timeTeam: EngineeringAbout PlannerPalPlannerPal 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 bett

Location: Remote (United Kingdom)Role Type: Full-time EmployeeTeam: Customer SuccessAbout PlannerPalPlannerPal 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 an

Location: Remote (United Kingdom)Role Type: Full-time EmployeeTeam: Customer SuccessAbout PlannerPalPlannerPal 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 an

PlannerPal is an AI-powered workflow transforming how financial advice and wealth management are delivered. We help advisers and their teams save time reduce admin and improve client outcomes by automating meeting notes documentation and CRM updates.Trusted by hundreds of advisory fir

PlannerPal is an AI-powered workflow transforming how financial advice and wealth management are delivered. We help advisers and their teams save time reduce admin and improve client outcomes by automating meeting notes documentation and CRM updates.Trusted by hundreds of advisory fir

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 and CRM updates.Trusted by hundreds of advis

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 and CRM updates.Trusted by hundreds of advis