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For Companies At a Glance
- Tasks: Design and deliver AI automation for client processes using cutting-edge technology.
- Company: Pivotal, the UK's leading mortgage 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 and make a real impact in the financial services sector.
- Qualifications: Expertise in Microsoft Power Automate and AI-driven automation tools.
- Other info: Great career progression opportunities in a rapidly growing company.
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 Wakefield employer: Pivotal
Contact Detail:
Pivotal Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Human‐AI Workflow Fusion Expert in Wakefield
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Show off your skills! Create a portfolio or a project that highlights your expertise in Microsoft Power Automate and AI automation. This will give you an edge and show potential employers what you can really do.
✨Tip Number 3
Prepare for interviews by researching Pivotal and understanding their values. Be ready to discuss how your skills align with their mission of delivering exceptional client experiences through innovative technology.
✨Tip Number 4
Apply directly through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in being part of the Pivotal team.
We think you need these skills to ace Human‐AI Workflow Fusion Expert in Wakefield
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 Copilot Studio, as well as any relevant projects that showcase your skills in automation.
Showcase Your Problem-Solving Skills: In your application, don’t just list your skills; give examples of how you've tackled challenges in previous roles. We love candidates who can demonstrate their ability to adapt and thrive under pressure, so share those stories!
Be Authentic: Let your personality shine through in your written application. We’re looking for team players who are genuinely excited about technology and innovation, so don’t be afraid to express your passion for the field.
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way to ensure it gets into the right hands and shows us you’re serious about joining our team at Pivotal!
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 that you can leverage 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. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Emphasise Team Collaboration
Pivotal is all about teamwork, so come prepared to discuss how you’ve contributed to team dynamics in the past. Think of instances where you’ve supported colleagues or improved team processes. Highlighting your collegiate spirit will resonate well with their people-first culture.
✨Stay Curious and Forward-Thinking
Demonstrate your interest in the latest trends and technologies in AI and automation. Be ready to discuss how you keep up with industry developments and how you’ve applied new ideas in your work. This shows that you’re not just looking for a job, but are genuinely invested in continuous improvement and innovation.
