Lead Full Stack Engineer

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 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. The platform is scaling rapidly through numerous industry technology partnerships, including a strategic AI partnership with Iress Xplan.

The Role;

We’re now looking for a Lead Full-Stack Engineer to take ownership of solution design and lead delivery across a distributed engineering setup.

You will:

• Own the design for key features of our solutions
• Organise and manage the work of a small squad of engineers
• Ensure that coding and testing standards are upheld

This role offers the opportunity to work closely with the founders at a defining stage in our growth.

Tasks

Responsibilities;

Solution design;

• Own the end-to-end solution design for new features within a defined architecture framework
• Make pragmatic decisions about trade-offs (scope, performance, scalability, security) in a fast-moving environment.

Delivery leadership;

• Act as the day-to-day technical and delivery lead for a squad of engineers
• Define and manage the work: break down Product Requirement Documents and user stories into clear tasks, estimate effort, set priorities and timelines, and track progress to ensure on-time delivery.
• Run or participate in ceremonies (stand-ups, planning, reviews) to keep work aligned and unblock issues quickly.

Hands-on development;

• Take ownership of complex or high-impact pieces of work, especially where the architecture, integrations or performance considerations are non-trivial.
• Design, build and optimise the journeys of our service using our tech stack:
• Backend: Python
• Frontend: React + Flutter
• Data / Infra: Postgres, AWS ( S3, ECS etc.)
• Write high-quality, testable code and contribute to our continuous integration and deployment pipelines.

Technical ownership & continuous improvement;

• Take ownership of technical design as part of a small, fast-moving team.
• Help evolve our platform architecture for performance, resi