Intelligent Automation Engineer
4 hours ago
London
Company description: At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns its about helping people feel confident in their decisions and supported in their future. We dont just manage money, we guide people through lifes big moments, helping them stay on track and focus on what matters most. Were proud to be one of the UKs leading wealth managers, with over £109bn* in assets under management and 20+ offices across the UK and Channel Islands. Were a FTSE 250 company with national reach and a local feel and were growing. *As of June 2025 Job description: Role Title: Intelligent Automation Engineer Division: Group Technology Location: Liverpool, Glasgow or London Contract: Permanent Working pattern: Hybrid About the Role In this role you will design, build and runAI-powered automationsthat improve speed, quality and colleague experience. You will engineercopilots, agents and AI-first workflowson Microsoft platforms, grounded in enterprise data and delivered with strong controls. Youll still use classic automation where it fits, but your default mindset isAI then automateleveragingCopilot Studio,Azure OpenAI, andPower Platformto 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. Youll 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 youll be responsible for AI & Agent engineering Build secure, reliablecopilots/agentsinCopilot Studio(topics, actions, plugins, triggers), orchestrating tasks, decisions and integrations across M365 and line-of-business systems. Generative workflows DesignRAG-grounded(retrieval-augmented) workflows usingAzure OpenAIwith Graph/data connectors; optimise prompts, grounding, safety and evaluation. Power Platform delivery ImplementPower Automate(cloud/desktop) flows andPower Appswhere 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 theright 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 intoworking 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 PlatformPower Automate(cloud/desktop),Power Apps(canvas/model-driven desirable), DLP, custom connectors. Integration REST/JSON, webhooks, OAuth/Entra ID, basicSQL; 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. RPAexperience (e.g.,Blue Prism) for legacy/desktop use cases; UiPath/Automation Anywhere exposure a plus. ScriptingPowerShelland/orPythonfor 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). We offer: Our offer to you We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong. We offer a comprehensive remuneration package, which we review regularly, and benefits include: A company pension - 9%non-contributory or 10% if you contribute 5% Private medical insurance Individual on joining, family after 1 years 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 choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community.These include: Sports & Social Committees , such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more. Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Take a moment to pause (Menopause) and Armed Forces. The NextGen IM Network , which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection. Life at Rathbones We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all. We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values. Were a Level 1 Disability Confident employer under the UK Government scheme. This means weve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online. If you feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best whether that is due to disability, neurodiversity or other protected characteristic, just let us know by emailing us at Mission We believe in playing the long game. That means building consistent results, earning trust and doing the right thing for our clients, our colleagues and the communities were part of. Our values shape how we work: • We aim high - We get it done - We show we care - We do the right thing These arent just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last. 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 dont miss out. TPBN1_UKTJ