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- Tasks: Design and deliver AI automation for client administration processes using cutting-edge technology.
- Company: Pivotal, the UK's leading mortgage and protection advice provider with a people-first culture.
- Benefits: Up to £60k salary, hybrid working, 25 days holiday, and a supportive team environment.
- Why this job: Join a dynamic team to innovate and streamline processes in the financial services sector.
- Qualifications: Expertise in Microsoft Power Automate and Copilot Studio, with a collaborative mindset.
- Other info: Great career progression opportunities leading to advisory roles in financial services.
The predicted salary is between 43200 - 72000 £ per year.
Company Description
Pivotal is the UK's leading mortgage and protection advice provider. Backed by LSL and Pollen Street Capital, we have 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 are 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 are looking for a hands-on Client Process AI Automation Expert who can rapidly design and deliver automation for client administration processes. You will 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.
Human‐AI Workflow Fusion Expert in Lincoln employer: Pivotal
Contact Detail:
Pivotal Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Human‐AI Workflow Fusion Expert in Lincoln
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy to reach out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your skills! Create a portfolio or a personal project that highlights your expertise in Microsoft Power Automate and AI automation. This will give you a leg up when chatting with potential employers and show them what you can really do.
✨Tip Number 3
Prepare for interviews by practising common questions related to AI and automation. Think about how you can demonstrate your problem-solving skills and adaptability. We want to see how you tackle challenges head-on!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at Pivotal!
We think you need these skills to ace Human‐AI Workflow Fusion Expert in Lincoln
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Human‐AI Workflow Fusion Expert role. Highlight your experience with Microsoft Power Automate and any relevant projects that showcase your skills in automation and AI. We want to see how you can bring your unique expertise to our team!
Showcase Your Problem-Solving Skills: In your application, don’t just list your skills; give us examples of how you've tackled challenges in previous roles. We love candidates who can think on their feet and adapt to change, so share those stories that demonstrate your ability to thrive under pressure.
Be Authentic: Let your personality shine through in your written application. We’re a people-first business, and we value authenticity. Share what drives you and why you’re excited about the opportunity to work with us at Pivotal. We want to know the real you!
Apply Through Our Website: For the best chance of success, make sure to submit your application through our website. This helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy to do!
How to prepare for a job interview at Pivotal
✨Know Your Tech Inside Out
Make sure you’re well-versed in Microsoft Power Automate, Copilot Studio, and Claude Cowork. Brush up on your certifications and be ready to discuss specific projects where you've successfully implemented these tools. This will show that you’re not just familiar with the tech, but you can also apply it effectively.
✨Showcase Your Problem-Solving Skills
Prepare examples of how you've tackled challenges in previous roles, especially under pressure. Pivotal values a driven mindset, so share stories that highlight your ability to adapt and find solutions quickly, particularly in automation and workflow processes.
✨Emphasise Team Collaboration
Pivotal is all about teamwork, so come ready to discuss how you’ve contributed to team dynamics in the past. Think of instances where you’ve supported colleagues or improved team culture, as this will demonstrate that you’re a collegiate player who thrives in collaborative environments.
✨Stay Ahead of the Curve
Show your enthusiasm for continuous improvement by discussing the latest trends in AI and automation. Be prepared to share insights on how you keep up with new technologies and how you’ve applied them to enhance processes in your previous roles. This will reflect your forward-thinking attitude.
