Overview
Division: Group Technology
Location: Liverpool, Glasgow or London
Contract: Permanent
Working pattern: Hybrid
About the Role
In this role you will design, build and run AI-powered automation that improve speed, quality and colleague experience. You will engineer copilots, agents and AI-first workflows on Microsoft platforms, grounded in enterprise data and delivered with strong controls. You’ll still use classic automation where it fits, but your default mindset is AI then automate—leveraging Copilot Studio, Azure OpenAI, and Power Platform to solve real business problems end-to-end.
This is an opportunity to put your Intelligent Automation experience into practice in a meaningful way by shaping solutions that deliver real value to the business.
You’ll play a key role in developing the team and maturing our automation capability, helping to set direction, embed best practice and raise standards across the organisation.
This is an exciting opportunity to make a visible impact while being part of a growing, forward-thinking environment.
What you’ll be responsible for
* AI & Agent engineering – Build secure, reliable copilots/agents in Copilot Studio (topics, actions, plugins, triggers), orchestrating tasks, decisions and integrations across M365 and line-of-business systems.
* Generative workflows – Design RAG-grounded (retrieval-augmented) workflows using Azure OpenAI with Graph/data connectors; optimise prompts, grounding, safety and evaluation.
* Power Platform delivery – Implement Power Automate (cloud/desktop) flows and Power Apps where appropriate; create reusable connectors/components; apply DLP policies.
* Systems integration – Integrate with APIs (REST/JSON), SharePoint/Teams/Outlook, CRM, data platforms and event triggers; handle identity, permissions and audit.
* Quality, reliability & support – Write testable solutions, instrument for telemetry, monitor for drift, and iterate based on usage data and user feedback.
* Governance & risk – Apply security-by-design, data-protection, DPIA/model-risk and access controls; maintain documentation, versioning and runbooks.
* Process design – Partner with SMEs to map AS-IS/TO-BE, prioritise opportunities, and choose the right tool (agent, gen-AI, workflow, RPA) for the job.
* Continuous improvement – Track emerging features, evolve patterns/playbooks, and mentor colleagues through show-and-tell sessions and code reviews.
About you
If you meet some of these criteria and are excited about the role, we encourage you to apply
* Hands-on delivery of AI agents/copilots and Power Platform and RPA solutions in production.
* Experience integrating enterprise systems and handling data/identity controls.
* Proven ability to turn ambiguous business needs into working AI agents and automations.
* Strong problem-solving, pragmatic delivery, and comfort with rapid iteration.
* Clear communicator who can explain trade-offs and make defensible technical choices.
* Disciplined engineering habits: testing, observability, documentation, and secure coding.
The Technical stack
Essential
* Copilot Studio – topics, actions, plugins, Power Automate triggers, knowledge sources; lifecycle, environments and ALM.
* Azure OpenAI / Generative AI – prompt design, grounding/RAG, content filters, safety patterns, evaluation/metrics.
* Microsoft 365 & Graph – SharePoint, Teams, Outlook; Graph APIs/connectors; permissions & governance.
* Power Platform – Power Automate (cloud/desktop), Power Apps (canvas/model-driven desirable), DLP, custom connectors.
* Integration – REST/JSON, webhooks, OAuth/Entra ID, basic SQL; event-driven patterns; error/exception strategies.
* Dev fundamentals – Git/Azure DevOps, CI/CD, environment strategy, secure secrets management.
Desirable
* Azure AI Foundry (AI Studio) – Prompt Flow orchestration, evaluation flows, model catalog deployments, vector search/RAG pipelines, safety configuration, monitoring and AI project lifecycle management.
* RPA experience (e.g., Blue Prism) for legacy/desktop use cases; UiPath/Automation Anywhere exposure a plus.
* Scripting – PowerShell and/or Python for utilities, data prep and connectors.
* Power BI for light analytics/telemetry visualisation.
* Test automation (unit, integration, contract tests) and chaos/latency testing for agents.
* Basic front-end skills for internal tools (e.g., Fluent UI, React – nice to have).
Note: This document reflects the role description without unnecessary duplication.
Our offer to you
We offer a comprehensive remuneration package and benefits, including:
* A company pension - 9% non-contributory or 10% if you contribute 5%
* Private medical insurance – Individual on joining, family after 1 year’s service
* Life assurance - 8 x salary
* Income protection – 75% salary
* Company share scheme
* Flexible holidays – purchase up to 5 additional days
* Discretionary bonus
* Green Car Scheme
* Family friendly policies – enhanced family leave for parents & carers
* Study support – study days and funding for courses and qualifications
* Season travel ticket loans
* Volunteering days
* Gym discounts
* Other voluntary benefits you can choose to suit you
Our employees can participate in various social groups and communities to support wellbeing, growth, development and sense of community, including:
* Sports & Social Committees, such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and more.
* Inclusion Networks that help us drive change within the organisation (Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Take a moment to pause, Armed Forces).
* The NextGen IM Network, a community for early-career trainees with development opportunities and cross-business exposure.
Life at Rathbones
We aim to be an employer of choice in the wealth management sector. We are committed to building a diverse, equal and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. We provide meaningful work, opportunities and a voice to all.
We are a Level 1 Disability Confident employer and welcome applications from all backgrounds. If you need reasonable adjustments during the process, email recruit@rathbones.com
Mission
We believe in playing the long game: building consistent results, earning trust and doing the right thing for clients, colleagues and communities. Our values guide how we work:
- We aim high
- We get it done
- We show we care
- We do the right thing
We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don’t miss out.
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