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.
The opportunity
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.
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