Intelligent Automation Engineer

At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns – it’s about helping people feel confident in their decisions and supported in their future. We don’t just manage money, we guide people through life’s big moments, helping them stay on track and focus on what matters most.

We’re proud to be one of the UK’s leading wealth managers, with over £109bn* in assets under management and 20+ offices across the UK and Channel Islands. We’re a FTSE 250 company with national reach and a local feel – and we’re growing.
*As of June 2025

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 run AI‑powered automations 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).

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 year’s service
• Life assurance  - 8 x salary
• Income protection – 75 % salary
• Company share scheme
• Discretionary bonus
• Flexible holidays – purchase up to 5 additional days
• 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, Menopause Matters@Rathbones’ 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.

We’re a Disability Confident Employer (level 2) under the UK Government scheme. This means we’ve 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, click here. If you require adjustments to apply for a role at Rathbones, please contact us via recruit@rathbones.com to let us know what adjustments you may need.

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 we’re 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 aren’t 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 don’t miss out.