Company Description
Pivotal is the UK’s leading mortgage and protection advice provider. Backed by LSL and Pollen Street Capital, we’ve rapidly built a nationwide network of industry-leading specialist teams with over 1,000 talented people - together delivering annual revenues exceeding £100 million. Our scale is matched by our specialism. Pivotal’s adviser teams cover every corner of the market - from mainstream residential to second charge, commercial, bridging, buy-to-let, landlord, protection, and home insurance.
We are here to outperform established players by combining next-generation technology, data, and AI with the expertise and ambition of our people.
As a people-first business, our colleagues excel, grow, and feel genuinely valued as we deliver more together. Our entrepreneurial partners lead award-winning teams that deliver exceptional advice with speed, precision, and care. We’re obsessed with the client experience - moving fast, challenging convention, and setting new standards for service. Naturally curious and driven by progress, we value learning more than what we know and never stop striving for better.
At Pivotal, this is not just business – it is our business. We make smart decisions, act with ownership, and pursue excellence in everything we do.
Role Description
We’re looking for a hands-on Client Process AI Automation Expert who can rapidly design and deliver automation for client administration processes. You’ll build desktop robotic process automation flows using Microsoft Power Automate, Copilot Studio and Anthropic Claude Cowork to streamline manual workflows.
Responsibilities will include:
* Automate end‑to‑end Power Automate workflows using cloud/desktop flows and process mining to streamline approvals, document handling, data processing, and Microsoft 365 integrations.
* Create AI‑driven copilots in Copilot Studio that orchestrate multi‑step processes, integrate with enterprise systems, and reduce manual administrative effort.
* Use Claude Cowork for rapid desktop automation, delegating tasks such as file organisation, call tracking, data extraction, and report generation through autonomous multi‑step execution.
Skills And Experience:
* Microsoft Power Automate expert: PL-400 or PL-600 certified expert with a track record of creating workflow automations.
* Microsoft Copilot Studio: design and deploy business process agents combining low‑code AI orchestration, multi‑step workflow automation, and seamless integration across desktop and Microsoft 365 apps.
* Claude Code and Cowork: Expertise in deploying Claude Cowork autonomous desktop‑automation workflows by leveraging its ability to organise files, extract and process data, execute multi‑step tasks, and navigate the UI like a human to automate complex operational work tasks.
* Driven: Works well under pressure at a pace, has the ability to problem solve and remains focused during times of challenge and ambiguity
* Adapting to Change: Demonstrates openness and a positive attitude to change and embraces new processes, systems, and ways of working when appropriate.
* Forward Thinking: Keeps an interest on latest ideas, trends and processes on how to efficiently use new tech tools
* Collegiate Team Player: Thrives in collaborative environments, adds value to team dynamics, and consistently provides positive help and support to teamwork and aids team culture.
* Continuous Improvement: Seeks stakeholder feedback to identify areas for improvement. Proposes adjustments to procedures based on learned experiences and outcomes. Proactively identifies opportunities to enhance the value of services
Our Benefits
We offer all employees a comprehensive benefits package that focuses on their whole well-being. This includes hybrid working, a base salary up to £60k, 8% pension, 25 days holiday, and a tightly knit, people-first, professional working culture.
Career progression paths are actively offered, as this is a very visible role that can lead to a financial services mortgage or protection advisor role.