PlannerPal

Customer Success Executive – AI WealthTech

PlannerPal

full-time

Posted on:

Location Type: Remote

Location: United Kingdom

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Job Level

Junior

About the role

  • Own the onboarding process and ensure new clients see immediate value
  • Engage with teams within our larger customer firms to deepen platform usage
  • Build long-term relationships that drive trust, engagement, and retention
  • Deal with challenges around usage, engagement, and success metrics proactively
  • Identify and support upsell and expansion opportunities within existing firms
  • Collaborate with sales to manage the full customer lifecycle, from onboarding to renewal
  • Promote new features and help firms realise their full value
  • Bring insights from clients into product discussions
  • Contribute to new feature ideas and successful product launches
  • Work with Customer Success, Sales, and Founders to scale strategies for growth
  • Contribute to continuous improvements across support tools and processes

Requirements

  • 1–5 years’ experience in financial advice, paraplanning, adviser support, and/or working with adviser technology (industry qualifications like CII or CISI are a nice-to-have)
  • Understand the advice process, including client meetings, reports, compliance, and reviews
  • Are confident using CRM tools and understand adviser workflows
  • Communicate clearly, empathetically, and with credibility
  • Are highly organised with a proactive, problem-solving mindset
  • Enjoy working independently in a remote-first environment (with regular team meetups)
  • Are a collaborative team player ready to adapt in a fast-growing start-up
  • Have the right to work in the UK
Benefits
  • Competitive salary + pension + employee share options
  • Remote-first work environment (UK-based team)
  • Regular team meet-ups to foster collaboration and culture
  • Transparent, open environment where your voice is valued
  • Opportunity to grow into senior roles as we scale
  • Fast-growing start-up environment
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial adviceparaplanningadviser supportadviser technologyclient meetingsreportscompliancereviewsCRM toolsproblem-solving
Soft Skills
communicationempathycredibilityorganisationproactivitycollaborationadaptabilityindependencerelationship buildingtrust
Certifications
CIICISI