Job Specifications
Lead Full-Stack Engineer (Node/Sails + Vue/Nuxt) – UK Remote
Remote | UK-based | Scaling Wealthtech
Introduction
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.
We’re now looking for a Lead Full-Stack Engineer (Node/Sails + Vue/Nuxt) to take ownership of solution design and lead delivery across a distributed engineering setup. You will:
Own the technical design and architecture of key features and integrations
Act as a technical partner to key customers and strategic partners, co-designing new product capabilities
Lead and coordinate the work of a team of engineers in India
Remain hands-on in development ~50% of the time
This role reports directly to the Chief Product and Technology Officer and offers the opportunity to work closely with the founders at a defining stage in our growth.
Tasks of this role
1) Solution design & architecture
Own the end-to-end solution design for core adviser journeys – including user authentication, meeting recording and transcription, management of user preferences, and integrations with 3rd party tools used by advice firms (e.g. CRM systems, Microsoft Office, corporate SSO providers).
Translate product requirements and partner/customer needs into clear technical designs, architecture diagrams, and implementation plans.
Make pragmatic decisions about trade-offs (scope, performance, scalability, security) in a fast-moving environment.
2) Offshore delivery leadership
Act as the day-to-day technical and delivery lead for a team of engineers in India.
Define and manage the work: break down features 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) with the offshore team to keep work aligned and unblock issues quickly.
Review and give feedback on the solutions and output from the outsourced team (designs, pull requests, implementation approaches).
Ensure effective collaboration and communication across time zones between the UK team and the India-based team.
3) Hands-on development (~50%)
Design, build and optimise the core journeys of our service using our tech stack:
Backend: Node (Sails.js)
Frontend: Nuxt 3 (Vue)
Data / Infra: MongoDB, AWS (Cognito, S3, SES, ECS etc.), Jenkins
Take ownership of complex or high-impact pieces of work, especially where the architecture, integrations or performance considerations are non-trivial.
Write high-quality, testable code and contribute to our continuous integration and deployment pipelines.
4) Customer & partner collaboration
Work closely with key customers and strategic partners (e.g. core integrations such as Iress Xplan) toco-design new product features and integrations.
Join selected customer and partner calls as the technical lead – clarifying requirements, exploring solution options, and explaining technical constraints in plain language.
Partner with the CPTO and product team to ensure customer feedback is translated into robust, scalable product capabilities and then into clear work packages for the offshore team.
5) Technical ownership & continuous improvement
Take ownership of technical design and architectural decisions as part of a small, fast-moving team.
Help evolve our platform architecture for performance, resilience, observability and security as we scale.
Work with the outsourced partner to ensure agreed standards are met (tests, performance, security), without needing to build every process from scratch yourself.
Identify and drive improvements to developer experience, tooling and internal processes (e.g. testing, release, monitoring, on-call), in collaboration with both in-house and outsourced engineers.
Requirements
1) Must have
Degree in Computer Science or related developer education (e.g. a reputable coding bootcamp) or equivalent practical experience.
7+ years’ experience designing, developing, shipping and maintaining backend applications using Node/Sails.js and front-end web applications using modern JavaScript frameworks (ideally Vue/Nuxt.js), in
About the Company
PlannerPal - AI-Powered Efficiency for Financial Advisers Time is your most valuable asset. PlannerPal helps financial advisers and their teams eliminate time-consuming admin, so they can focus on what truly matters – their clients. Since launching in January 2024, we’ve rapidly grown, supporting firms of all sizes, from solo IFAs to national consolidators. Our AI-powered platform streamlines key workflows, reducing admin burdens while maintaining compliance and quality. Why Advisers Choose PlannerPal: Faster Meeting Docume...
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